Markets

Simple, Effective Hedge Funds Arthur Jones was a sociologist who studied at the Marxist Workers School in Berlin and later became a writer for Fortune magazine. At the age of 48, Jones created the world’s first hedge fund. It’s often…

The Inevitable AI Bubble AI will create one of the largest technologically driven bubbles of all time, and we’re only in the early innings. Breakthrough technologies always invite bubbles. Alistair Nairn describes the similar pattern of new technologies in Engines…

Is the IPO window open? Investors, bankers, and market commentators answer that question by whether IPOs are getting out. ARM is about to go public. So are Instacart and Klaviyo. If those companies have successful IPOs — judged by demand…

What ARM, Instacart, and Klayvio will tell us about the future.

The IPO window is open again. Instacart filed to go public last week, along with ARM and Klaviyo.

For twenty years, the team at Loup has had a pulse on technology and a point of view on how that tech will change the world. The cutting edge of that change is frontier tech, driven today by AI, fintech,…

Loup is not invested in Rivian because the valuation makes us uncomfortable. That’s neither here nor there, because the fact is shares of RIVN keep going higher. I believe the spike is a combination of scarcity value meets theme investing.…

For twenty years, the team at Loup has had a pulse on technology and a point of view on how that tech will change the world. The cutting edge of that change is frontier tech, driven today by AI, fintech,…

Pandemic or not, food delivery is here to stay. While gross order value and revenue growth rates for Uber Eats and Doordash will decline from an average of 91% y/y in June to 48% y/y in September, the segment still…

Gene and Doug discuss the impact of the Apple vs. Epic decision and conclude it will be a fractional financial headwind, and the regulation topic will remain front and center for the next year. The two silver linings for Apple…

Doug, Gene, and Andrew process an eventful earnings week and conclude that we’re still going to be dependent on Big Tech.

This piece was initially published on Doug’s blog, Contrarian Mindset. Capital allocation is the most important job of every CEO, from startup to public company. This is contrary to the belief that being a good operator is the most important…