Companies

Earlier today, Unity began trading post its IPO. We sent the following memo to our limited partners to detail our excitement about Unity’s prospects over the long term. Unity may be the next great creative software company. As the company…

Facebook held its annual, rebranded Facebook Connect event today, announcing the next generation Oculus Quest 2 VR headset and highlighting the company’s 10-year AR and VR roadmap. The bottom line: AR and VR will evolve to become the next-generation computing…

Once again, Apple showed that it can execute product rollouts with excellence despite the pandemic. One of our key takeaways from the event is the company’s ability to segment product lines and motivate consumers to reach for higher-priced products. We…

Today’s virtual event showed that Apple continues to execute design and product rollout with excellence despite the pandemic. As outlined by Tim Cook’s comments, today’s announcements are representative of Apple’s mission of “making the world’s best products and enriching people’s…

Apple will host a virtual event on Sept. 15. We expect the company to launch a new Apple Watch and the next generation iPad Air. Next month, the company will likely host a second event to unveil their lineup of 5G…

Gene and Andrew discuss the new digital transformation and why it could expand Apple’s multiple to 35x. Applying this multiple to our 2022 earnings estimate yields about a $200 share price and a staggering $3.4 trillion market cap. Loup TV…

At the upcoming fall iPhone event, Apple is expected to announce service bundles which will include combinations of Apple Music, Apple TV+, Apple News+, and iCloud. The company’s ability to promote its own services within its existing hardware-software ecosystem represents…

To some, the move in shares of AAPL over the past four months (+85%) may appear unsustainable. While there will undoubtedly be price fluctuations in the near term, we believe there is 50%+ upside to AAPL shares over the next…

Zeno was a 5th century B.C. Greek philosopher known for his riddles and paradoxes. One of his most famous paradoxes imagines a foot race between the speedy Achilles and a tortoise. The tortoise begins the race with a head start.…

Gene and Andrew discuss whether Facebook Shop justifies the $66B in market cap added to Facebook on the news. Loup TV is a series of short videos that dive deeper into the questions we get asked most. “Making it easier…

Gene and Doug discuss Tesla shares hitting $2,000 and what it means for current and future investors. Loup TV is a series of short videos that dive deeper into the questions we get asked most. Disclaimer

The dispute between Epic Games and Apple over App Store policies continues to grow more complex. Doug and Gene discuss the dispute’s three central questions and conclude that a resolution is likely years away. Loup TV is a series of…