Gene MunsterApple Event: The Little Things Add UpAt its Spring Loaded event, Apple announced redesigns of the iMac and iPad Pro, along with updates to Apple TV and two new products: AirTags and a podcast subscription service. Taken individually, these announcements do little to move the company’s…Read more Apple
Andrew MurphyInvesting in XwingRegional air cargo transportation networks are under pressure from the growing demand for ecommerce delivery. A labor shortage among pilots compounds the challenge facing operators. According to a new report from OliverWyman, 83% of regional cargo operators can’t recruit enough talent. Moreover,…Read more Autonomous Vehicles, Venture Portfolio
Gene Munster, Andrew MurphyRethinking Ecommerce as Commerce at HomeThis is the first in a multi-part series rethinking ecommerce. The series is based on the following three premises: Ecommerce is just commerce at home. Ecommerce is all grown up. It’s time to break away from the early-internet paradigm where…Read more Airbnb, Amazon, Apple, Enjoy, Retail, Tesla
Gene MunsterTesla Defines Growth StoryTesla’s March deliveries are representative of a true growth story. The company appears to be entering into the slope of its growth S-curve. We believe the reason this is happening is a combination of consumer willingness to purchase EVs, along…Read more Tesla
Doug ClintonHow to Grade Non-Consensus IdeasThis 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…Read more Markets
Gene MunsterTeslas Are SaferThree recent crashes involving Tesla vehicles has put its Autopilot technology under scrutiny. This topic is outside of the recent wider (still limited) release of Full Self-Driving (FSD) beta. Back to the Autopilot safety topic. While investigations are still ongoing, it…Read more Tesla
Gene MunsterMac Growth Will ContinueWe believe the accelerating digital transformation will continue to drive Mac growth rates higher, and the segment will exceed investors’ expectations in 2022. Mac accounts for about 12% of Apple’s overall revenue and was essentially flat in the five years…Read more Apple
Gene MunsterTesla’s Charging Network AdvantageAs part of its proposed green energy plan, the Biden Administration hopes to add 500,000 new public EV charging ports over the next four years, essentially 5x the current number. This potential infrastructure investment from the US government is considered…Read more Tesla
Gene MunsterSizing Up the Global Transportation MarketAs investors, we review thousands of company decks every year. Often times, we underweight the total addressable market (TAM) slide, given every company seems to advertise a massive TAM. We’ve lost some faith in said company’s ability to reasonably estimate…Read more Apple, Autonomous Vehicles, Ridesharing, Tesla, Uber
Gene MunsterCan Tesla Service Keep Up with Deliveries?From 2017 to 2020, Tesla’s global fleet of vehicles has grown by 390%, from 280k vehicles to about 1.4m. Over the same period, the company’s stock of Service Centers has grown about 90%. This mismatch has at times led to…Read more Tesla
