What’s on our minds

Gene is joined by LineLeap founder, Patrick Skelly, to talk how online convenience is becoming part of the local bar or club experience. And there’s good news for venue owners: they get a new revenue stream.

This post is from Doug’s blog, the Contrarian Mindset. We’re sharing it here because it forms an important part of our investment philosophy at Loup.  All investing explores a simple question: What is going to happen? Investors attempt to allocate…

Gene and Andrew detail why the Mac’s two tailwinds should sustain 5% revenue growth, up from flatfish growth over the past decade.  

Gene and Andrew discuss the new entrants in the US EV market, along with Tesla’s hidden charging advantage.

Gene and Doug discuss the direct listing of Roblox, its goal of building out the metaverse, and what it means for today’s youth that spend 2.5 hours a day playing it.

SPACs should be thought of as venture capital in public markets, and we have data to support that thesis. First, a primer on venture returns. Venture returns typically follow a power law, or 80-20 rule, in which a small number of winners…

Gene and Andrew outline Apple retail changes over the past year and how it will evolve in the years to come.

Gene and Doug conclude the recent significant Zillow & Opendoor sell-off was in part triggered by margin concerns, and why Loup continues to be a long-term believer in iBuying, and remains invested in the companies.

Gene is joined by Saint John’s University professor, Louis Johnston, to assess the current market situation and give a sense of Fed Chairman Powell’s approach to regain the bond market’s confidence. Spoiler alert: he has a prediction, rates are likely…

Gene is joined by Minneapolis realtor, Michael Stotesbery, to hear why realtors believe the Zestimate “doesn’t have a backbone.” Loup is an investor in Zillow.

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.

The success of a SPAC, as defined by investing in a good company that offers strong long-term returns on capital, depends entirely on the sponsor. In our current market, it seems like any sponsor can raise a few hundred million…