2022 Predictions

Valuation Trends

Scott Galloway offers a critical view of stock valuations, particularly focusing on companies like GameStop, AMC, and Virgin Galactic. He predicts a return to fundamentals, suggesting that these companies will see their valuations align more closely with their actual business performance. Scott argues that the hype surrounding these stocks is unsustainable, noting, "The bottom line is AMC and GameStop are shitty businesses and they will reunite their valuation with the above term shitty" 1. He also foresees a decline in the electric vehicle market, despite its current overvaluation, and highlights the potential downfall of Virgin Galactic due to demand and supply constraints 2.

   

Growth Potential

Scott explores the growth potential of various industries, with a particular emphasis on gaming and fintech. He believes gaming will be a key driver of the metaverse, predicting that every gaming company will see a rise in value due to acquisition rumors. "Gaming will be the hook or sort of the hero product," Scott asserts, highlighting its central role in the future digital landscape 3. Additionally, he envisions a transformation in education through the introduction of concepts like the "Stanford coin," which could revolutionize access to lifelong learning and significantly boost university endowments 4.