Deepwater TV

Doug and Gene discuss both sides of the SPAC coin: what investors should be looking for in a company, and what a company should be looking for in a sponsor.

Gene and David discuss the high cost of food delivery and why usage continues to grow. Hint: consumers are buying leisure time.

Gene and Andrew discuss the Apple-Epic battle over App Store take rates and conclude the outcome is likely in Congress’ hands, which may take years to resolve.

Gene, Doug and Will go beyond the Zillow December earnings and outline the five year investment case for the company. Loup is an investor in Zillow.

Gene is joined by BreezoMeter founder Ran Korber to talk about real-time air quality data inside the Apple Weather app, and expanding the platform to capture more environmental data.

Zillow reports its December quarter on Wednesday, February 10th. We believe Zillow is one of two companies (along with Opendoor) best positioned to disrupt residential real estate. Our opinion is that over the next 5 years, Zillow and Opendoor can…

Gene, Doug and Will talk about why Zillow and Opendoor are well-positioned to capitalize on the next massive market transformation: iBuying. Loup is an investor in Zillow and Opendoor.

Andrew and Gene discuss Apple’s mixed reality headset ambitions, as reported by The Information.

Gene and Doug talk about why upcoming changes to iOS have added tension to the Apple and Facebook relationship and what it means long term.

Gene and Doug take the non-consensus approach to the current market chaos and cover the key components of a bubble: retail mania, leverage, and market valuations.

Gene and Andrew talk Tesla quarterly earnings recap, product launches, and what this means for investors in the near-term and long-term.

Andrew and Gene talk Apple’s quarterly earnings results, the accelerating digital transformation, and why Apple will continue to benefit long-term.