Deepwater TV

Tesla’s Battery Day is a wrap. Gene and Andrew discuss why it missed the mark for near-term investors and delivered the goods for long-term investors.

Its official, Unity is public. Doug and Gene discuss what the company does, why we’re favorable on the company as a long term investment, and what the recent IPO means for the broader tech space. Note: Loup Ventures owns shares…

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…

We explore the pandemic’s impact on the acceleration of the digital transformation, as well as its trajectory. The bottom line is this: the majority of these trends are sustainable and Apple will be an arms supplier to that end. Loup…

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…

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…

Epic Games has filed a lawsuit against Apple over its App Store policies. Doug and Gene discuss the central topic of the US government regulating profitability for app platform providers. Loup TV is a new series of short videos that…

The Wall Street Journal broke a story that Amazon is in talks to acquire a handful of JC Penney leases, which would continue Amazon’s brick and mortar experiment. Andrew and Gene discuss why this seemingly odd strategy might make sense…

Apple made it official: they have no plans to pursue a deal with TikTok. In our first episode of Loup TV, Doug and Gene discuss whether or not Apple should in fact pursue acquiring TikTok. Loup TV is a new…