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What’s on our minds
Gene Munster
Loup TV 034: Tesla Insurance – An Expert’s Take
Gene talks with Jason Sellers, who holds a master’s in insurance, regarding the viability of Tesla’s insurance offering.
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Deepwater TV
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Tesla
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Themes
Gene Munster
Loup TV 033: Jim Mellon is Extending Life Expectancy
Renowned investor Jim Mellon outlines an upcoming acceleration in life expectancy and how his company, Juvenescence, will play a role. Follow Jim on Twitter @juvlabs.
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Deepwater TV
Loup Ventures
Thanks for Reading
Dear reader, Thanksgiving is our favorite holiday. Generosity has long been one of our most closely held values, and generosity is borne out of gratitude. But 2020 has been different. 2020 has stretched our gratitude muscle in new ways. For…
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Investment Philosophy
Gene Munster
Loup TV 031: Horace Dediu on Mac & iPad Growth Trajectory
Gene’s joined by legendary Apple analyst Horace Dediu from Asymco to discuss the sustainability of the recent surge in demand for Macs and iPads. Follow Horace on Twitter @asymco.
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Apple
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Deepwater TV
Gene Munster
Loup TV 030: Blue Chip Art Is Becoming Investable
Gene is joined by Masterworks founder, Scott Lynn, to discuss how investing in blue chip art is becoming more accessible.
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Deepwater TV
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Venture Portfolio
Gene Munster
Loup TV 029: Horace Dediu on App Store Commissions
Gene’s joined by legendary Apple analyst Horace Dediu from Asymco to discuss Apple’s motivation behind recent changes to App Store commission rates. Follow Horace on Twitter @asymco.
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Apple
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Deepwater TV
Gene Munster, Andrew Murphy
Loup TV 028: Does iPhone 12 mini Matter?
Gene and Andrew discuss their initial reaction to iPhone 12 mini and making the jump to the smaller form factor. They conclude that with or without the mini, the new lineup is well-positioned for the next year.
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Apple
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Deepwater TV
Gene Munster, Andrew Murphy
Loup TV 027: Apple’s Aspirational Marketing Mastery
Gene and Andrew discovered a case study in aspirational marketing: Apple’s recent Mac event.
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Apple
,
Deepwater TV
Gene Munster
Life Post-Pandemic
On the emergence of optimistic coronavirus vaccine news, we couldn’t help but imagine what life will look like post-pandemic. That starts with a recognition that the recovery timeline is still unclear, and that even with a vaccine, scar tissue and…
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Future
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Future of Work
Andrew Murphy, Gene Munster
Loup TV 026: Streamlining the Mac
Gene and Andrew discuss the new Mac user experience, along with an intangible only Apple can do: streamlining the buying and selling experience.
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Apple
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Deepwater TV
Gene Munster
Loup TV 024: Simplifying the EV Competitive Landscape
Gene and Matt Joyce (independent Tesla analyst) discuss how the “Core Efficiency Index” simplifies the EV competitive landscape. Follow Matt on Twitter @matty_mogul.
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Deepwater TV
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Tesla
Gene Munster
Loup TV 021: Mike Olson Jumps to Esports
Iconic video game analyst Mike Olson is now CFO of WISE Esports, overseeing Call of Duty and Rocket League teams. In the latest episode of Loup TV, Gene and Mike discuss the financial mechanics of an esports team.
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Deepwater TV
,
Themes
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