Jason Landau Predictions
Group Head, Executive Vice President & Portfolio Manager at Waratah Capital Advisors
Track Jason Landau'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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[10:40] I have a picture of my I think then 5-year-old daughter in front of minus $38 oil and I said show this to your grandkids when you're paying $1,000 a barrel for it.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
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[14:54] there'll be probably $5 or $10 of premium embedded in price. So as I said 27 oil today is $73. That's a great price. I don't really think it goes much lower
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[29:20] We're huge believers that a turnaround happens here on this iconic brand that's trading at 13 times earnings or something crazy... our thesis was 20 times earnings relative to 30 times historical at $13 of earnings is $260 share price in the US and we are 150 today.
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[37:08] my point is is Nvidia's market share will decline and and we'll see sort of what that comes... there's no reason for Google to be paying top dollar for to implement or put in um NVIDIA chips throughout their entire AI data center ecosystem. They'll put in their own their own at a cheaper price.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.