Scott Morrison Predictions
Founder & CIO, Wealhouse Capital Management
Track Scott Morrison's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
- Rankings only reflect predictions tracked on this site and do not represent a predictor's full record.
- Grading involves judgment and may not always be clear-cut.
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[13:14] I think Apple foreshadowed what's this this trend and and so we we want to go as you know Gretzky would say where the puck you know is going as opposed to where the puck is and that's what one that's one driver we think that is helping the international markets outperform the next 5 10 years versus last 5 10 years.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
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[22:42] they're up, you know, 30%, let's say, this year. You can't extrapolate that every year. They've had massive multiple expansion on price to book, price to earnings. That's not going to happen uh as as easily in the next 12 to 18 months as the last 12 to 18 months.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
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[36:06] I think that that you know to your question about Aritzia and Group Dyn right now I would say we prefer to own the landlords as opposed to necessarily the tenants... that's one stock that I think will be you know a very conservative compounder going forward
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
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[38:08] As leases expire, there's going to be pricing power for these these retail landlords.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.