Tracking our 2019 Bold Predictions

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New Financial Year seems like a good time to review the predictions we made at the start of the year (also Bryce’s book still hasn’t arrived for our monthly bookclub – thanks Amazon – so we’ve had to delay that). So enjoy listening as we review some of our predictions from 6 months ago. There are some that we can make a call on (i.e. Alec’s prediction for the 2019 Federal Election) and a lot that we’re tracking as we enter the second half of the year.

Topics include:

  • Overall market performance
  • Investment style – will value outperform growth?
  • A number of company specific predictions – Disney, Afterpay, Uber, Lyft & WeWork
  • We’ve also included a call on cryptocurrency (given its recent run)

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