What’s on our minds

Gene is joined by Patrick Ashworth, founder and CEO of Vizzio Art, to discuss the company’s ambition to become the “Spotify of digital art,” along with its plans to incorporate NFTs into its platform. Through its app, Vizzio Art subscribers…

Gene is joined by independent Tesla analyst, Matt Joyce (Twitter @matty_mogul), to discuss the company’s latest quarter, 2021 delivery expectations, along with the timing and safety of full FSD.

Gene, Doug, and Andrew debate the Apple vs. Epic bench trial that begins on May 3rd, and make predictions on the winner, along with the potential impact on AAPL shares. Disclaimer

We discuss Apple’s move to launch a podcast marketplace, which will allow creators to monetize their audience in new ways.

Gene and Andrew discuss the second part of Loup’s rethinking ecommerce series, highlighting the two strategies successful retailers focus on: convenience or the experiential.

Gene and Andrew break down Apple’s Spring Loaded event, which included a refresh of the iMac lineup and arrival of the long-awaited AirTags.

Gene and Andrew discuss the iPad and potential product-related announcements at Apple’s upcoming spring event. The bottom line is we believe the iPad is set for continued growth due to the accelerating digital transformation.

Gene and Andrew discuss why the term “ecommerce” fails to capture the paradigm shift occurring in commerce, along with the opportunity for experiential commerce at home.

Gene predicts Tesla will miss March quarter delivery estimates and concludes don’t read too much into it. That’s because the near-term headwinds will eventually turn into long-term tailwinds.

Gene and Doug set aside NTF insanity and talk about valuing this emerging asset class. For more check out Doug’s blog, the Contrarian Mindset.

This piece is from Doug’s blog, The Contrarian Mindset.  From the age of 5 to about 20, I worked at my family’s auction house. We sold collections of all kinds, from Nakashima furniture to Lladro figures to Belleek china to…

Gene and Doug frame in the basics of the contrarian mindset and why it’s critical for better than market returns. For more check out Doug’s blog, the Contrarian Mindset. Disclaimer