Gene MunsterThe Apple Car’s Long and Winding RoadTalk related to Project Titan (Apple’s car ambitions) had been quiet for the past four months, until Bloomberg published a story detailing that the autonomous vehicle will be delayed, again. The Bloomberg reporting—which we believe to be accurate—begs the question:…Read more Apple
Gene MunsterApple’s Supply Chain Chatter Hides the Big PictureSupply constraints. It seems like that’s the only topic on the minds of Apple investors these days. In fact, it’s nothing new. Since the launch of the iPod twenty years ago, navigating the theme of product availability has been an…Read more Apple
Gene MunsterApple’s Been Preparing for the New World OrderThe global supply chain will likely change rapidly over the next decade, shifting away from China. Apple saw it coming in 2018 and will be aggressively investing a projected $430B in US tech infrastructure over the next five years, along…Read more Apple, Themes
Gene MunsterZillow Wouldn’t Kill the Golden GooseWhere do I start? An easy place is that I was wrong. I believed that, long term, Zillow’s outsized brand in the US residential real estate market would be a competitive advantage in winning iBuying customers. My thinking continued that…Read more Opendoor, Zillow
Gene MunsterThe Future of PodcastsThe term podcasting, a combination of the word ‘iPod’ and ‘broadcasting’, is generally attributed to Ben Hammersley in an article written for the Guardian in 2004. Fun fact: in 2005, the New Oxford American Dictionary chose “Podcast” as the word of…Read more Audio, Future
Doug ClintonMental Models for Growth InvestingGrowth investing is about identifying companies building transformational products early in a massive growth curve. Anything that doesn’t fit this definition is some form of value investing. It doesn’t matter if the investment is public or private, tech or non-tech.…Read more Startup, Technology , Venture Capital
Gene MunsterApple Is the Cornerstone of a New Digital TransformationTo some, the move in shares of AAPL over the past four months (+85%) may appear unsustainable. While there will undoubtedly be price fluctuations in the near term, we believe there is 50%+ upside to AAPL shares over the next…Read more Apple
Gene MunsterApple to $2 Trillion and BeyondApple’s market cap hit $2 trillion. The milestone is an opportunity for us to look back and look forward. The company has executed beyond our wildest dreams when we started covering Apple in 2004. More importantly, we believe the company’s…Read more Apple
Gene MunsterApple TV+ Will Bolster Income GrowthApple TV+ has fallen under most investors’ radar, but that should change starting late next year. We expect Apple TV+ to have a measurable impact on FY22 net income growth This November marks the one-year anniversary of Apple TV+. Apple…Read more Apple, Themes
Gene Munster, Andrew MurphyApple’s Design AdvantageAs the iPod went mainstream, Apple’s EarPods became a fashion symbol in subways, gyms and on sidewalks around the world. EarPods were a visible sign of Apple’s growing influence in the early 2000s. We even ran an informal survey on…Read more Apple, Wearables
