I’m not saying these will happen, but I do think the below predictions are more likely to happen than people believe. Where you see a gap between what you believe versus the market, its an opportunity.
Facebook will be the next Apple. I don’t like Facebook, I don’t use Facebook, but goddamn are their financials nice. When I first started investing, I remember reviewing Apple’s financials and being blown away. I had a similar feeling while reviewing Facebook’s financials. Facebook might not continue to have user growth, but the monetization of the existing user base has just begun. I expect significant revenue growth going forward.
Spotify will be the new Netflix. The music industry isn’t a lucrative, high margin business. Podcasting could be. Spotify is currently amassing content a la Netflix. On top of this, Spotify has started to branch off into new categories and will be entering the video streaming market with the Joe Rogan Experience. I don’t know what the future holds for Spotify, but I love the optionality.
I love betting. It gives you skin in the game. I’ve put my money into $FB and $SPOT.