Skip to content
Verdiktum
Polski English Español
Join

Sven Carlin on Economy — predictions scored

6 tracked claims · Accuracy: —

Sven Carlin Sven Carlin 21.06.2026
◔ Pending

PepsiCo: Unsustainable Dividend and Business

"They are in the red 2 billion per year. That's the dividend and the business is not sustainable. "

Sven Carlin believes PepsiCo spends 2 billion dollars more than it earns annually, making their dividend and business model unsustainable.

🌐 original
Warning Economy 31.12.2031
Sven Carlin Sven Carlin 23.06.2026
◔ Pending

Mercado Libre Stock Growth Potential

"Mercado Libre stock is down more than 33% but if you look at the e-commerce penetration in Asia and Europe, North America, it's about 40%. Latin America still in the teens. Therefore, the room for growth is huge and the company has been growing crazily. 20% more unique buyers over the last 12 months. 29% fintech monthly active users increase. 49% growth over the last 5 years per year. That is insane. The market capitalization is 80 billion. Michael Burry is buying and we discussed this in the full Mercado Libre video and you can check also on my channel the Michael Burry video related to all his other big buys at this moment in time. "

Despite a stock drop, Mercado Libre has huge growth potential in Latin America, supported by new buyer and fintech user data.

🌐 original
Recommendation Economy
Sven Carlin Sven Carlin 22.06.2026
◔ Pending

Microsoft AI spending and profits

"Companies like Microsoft are going to spend 200 billion into AI this year. That is all great, but you have to also look at that from a cost accounting perspective down the road. Because if you spend 200 billion this year, that means that in the following next 5 years, you will have depreciation, which is then 40 billion per year as a way on your net profit. "

Microsoft's 200 billion AI investment will impact future net profits due to 40 billion annual depreciation over the next five years.

🌐 original
Forecast Economy 31.12.2031
Sven Carlin Sven Carlin 21.06.2026
◔ Pending

PepsiCo no real growth

"There is no real growth. At best, this is flat for the next decade and you get a 4% return from it. "

The author believes PepsiCo will see no real growth, remaining flat for a decade with a 4% return.

🌐 original
Forecast Economy 31.12.2036
Sven Carlin Sven Carlin 21.06.2026
◔ Pending

PepsiCo Debt Levels Growing

"Something that's growing is the debt levels, which means that they are using more and more debt to keep the business afloat. "

PepsiCo is increasing its debt to keep the business afloat, as evidenced by the growing debt levels.

🌐 original
Warning Economy 31.12.2031
Sven Carlin Sven Carlin 24.06.2026
◔ Pending

Adobe growth and stock price

"All Adobe needs is to keep growing earnings at 86%. That is practically what they do with buybacks and a P ratio of 15, then you have a good return and the stock will likely be at 400 something 10 years down the road. "

For Adobe stock to grow, the company needs to maintain 8-6% earnings growth, which combined with buybacks and a low P/E ratio will provide a good return.

🌐 original
Forecast Economy 31.12.2036
View full profile