Technology

Markets occasionally misprice persistent growth opportunities, and that is the essence of great growth investing. Apple and Amazon are examples of the power of persistent growth. Shares of AAPL and AMZN are up 10x since 2012. The S&P 500 is…

Gene and Doug discuss news for January 6th: Reports of Facebook nixing development of an MR OS in favor of a VR OS are to be expected. To call the metaverse early is an understatement, and big tech will be…

Gene and Doug discuss the market selloff and Fed roulette; respond to GM’s announcement of the 2024 Chevy Silverado EV, as a contender to Ford’s F-150 Lightning and Tesla’s Cybertruck; review a deal made by Amazon and Stellantis for EV…

Gene and Doug discuss three topics that caught their attention today: Takeaways: Today’s news that Blackberry has terminated its services is a reminder that the company was first on the market to inspire phone addiction. Smartphones leveled up user addiction…

Over the last five years, we’ve made a habit of offering a few predictions for the year ahead. Here’s what we’re anticipating in 2022: 1. Apple and Facebook will duel for the spot as the top-performing FAANG stock in 2022,…

Gene and Doug discuss how future Fed decisions will impact tech stocks. Spoiler alert, the next couple of months should be volatile.

We publish our annual predictions around New Year’s and, per tradition, do a mid-year check-in in July. Here’s how our predictions for 2021 are tracking. 1. Apple will be the top-performing FAANG stock in 2021. Mid-year update: AAPL is meaningfully…

The pandemic has been great for food delivery platforms. DoorDash is expected to grow revenue around 225% in 2020, an acceleration from already parabolic growth of 205% in 2019. Uber Eats gross bookings were up 108% in 2020 compared to…

We explore the pandemic’s impact on the acceleration of the digital transformation, as well as its trajectory. The bottom line is this: the majority of these trends are sustainable and Apple will be an arms supplier to that end. Loup…

Earlier this week, Social Capital published its Annual Letter. In the letter, Chamath Palihapitiya, founder of Social Capital, details his viewpoint on why Big Tech should be broken up and how. I enjoy reading Palihapitiya’s letter every year, but I take…

To unbundle is to “market or charge for items or services separately rather than as part of a package.” It’s no secret that startups are unbundling everything. Fintech companies unbundle traditional bank services. Proptech unbundles real estate. Travel tech unbundles…

On June 28th, T-Mobile will be the 4th US carrier to “launch” 5G in the US with 6 initial cities. While encouraging, we’re still in the buildup phase, likely two years away from the average consumer using 5G. To put…