Hudson Value Partners Releases List of 10 Surprises for 2025

media@hudsonvaluepartners.com

In the tradition of the late strategist Byron Wien, Hudson Value Partners is delighted to share our inaugural list of 10 Surprises for 2025. For our fundamental research team, preparing this list is a chance to cast a wider gaze. We consider a “surprise” to be an event with a 50/50 chance, yet only 1 in 3 are even considering. Predictions about the future are notoriously difficult, but we hope our “10 Surprises” spur investors to think about the wide range of possibilities for 2025.

1. The much-heralded Department of Government Efficiency will have a national impact.
2. Nvidia will face a meaningful challenger in AI chips. Investors will reassess their market share expectations.
3. Ukraine will not join NATO or the EU. A demilitarized zone will emerge as continued conflict proves too costly for all sides.
4. An unexpected company will emerge as a leader to help businesses implement AI tools.
5. Tariffs – however they are enacted - will not have consensus impacts.
6. Corporate governance reform will help Japanese stocks, but the Bank of Japan will face challenges raising rates.
7. Politicians will stay focused on China, but investors will increasingly look to India for opportunities.
8. The streaming wars will end with Netflix and YouTube winning. A merger will occur among at least two of the also rans.
9. The media will realize that Gen Z and millennials actually have an attention span and learn from successful long-form podcasts and interviews designed to share viewpoints rather than make soundbites.
10. Private Equity ownership, the continued rise of legal gambling, and publicly traded teams will combine to make sports a more widely held asset class.

About Hudson Value Partners

Hudson Value Partners is an employee-owned boutique investment manager, serving private wealth and institutional clients. We take a modern, opportunistic value investing approach, driven by an experienced team that conducts research and builds world-class portfolios that prioritize client interests. The firm has a partner-oriented, client-centric mindset that serves a diverse group of individuals, families, businesses, and nonprofits, positioning them as trusted family advisors and stewards of their clients’ irreplaceable assets.

It should not be assumed that future performance of any specific investment or investment strategy will be profitable, equal any historical performance level(s), or prove successful.

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