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
Doug ClintonAre We in a Bubble?We recently shared these thoughts with our limited partners about current public market dynamics. When someone asks if we’re in a market bubble, the expectation is for one of three answers: No Yes, but it isn’t ready to pop Yes,…Read more Investment Philosophy
Gene MunsterTesla Continues on Its Path ForwardThe big picture is the shift to EVs, autonomy, and renewable energy will take longer than most think but will be more transformative in the end than most appreciate. This reality will undoubtedly create near-term volatility in shares of Tesla.…Read more Tesla
Gene MunsterA Lesson in Patience From US EV AdoptionThe shift to EVs and autonomy will take longer than most think but will be more transformative in the end than most appreciate. The “take longer than most think” dynamic has played out in the US over the past several…Read more Autonomous Vehicles, Tesla
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
Andrew MurphyImagining Apple’s Next ServicesApple’s addition of services to its world-class combination of hardware and software has been a success by almost any measure. We expect continued growth in the Services segment, fueled by increased adoption and the introduction of new services that may…Read more Apple
Gene MunsterDemand for Tesla Cars Is Rapidly AcceleratingTesla delivered 180,570 vehicles (up 61% y/y) and produced 179,757 vehicles (up 71%) in the most recent December quarter. These numbers were ahead of analyst consensus at 173k deliveries and in line with recently raised investor expectations. The company fell…Read more Tesla
Gene MunsterPredicting Apple Will Three-peat as Top FAANG StockFor the past two years, 2019 and 2020, we’ve correctly predicted Apple would be the top performing FAANG stock. Here are the results from 2020: Predicting a three-peat We’ve recently made the prediction that Apple will once again be the…Read more Apple
Gene MunsterLoup’s 2021 Tech PredictionsOver the last few years, we’ve made a dangerous habit of offering a few predictions for the year ahead. Here’s what we’re anticipating in 2021: 1. Apple will be the top-performing FAANG stock in 2021. This is the third consecutive…Read more Amazon, Apple, Future, Google, Meta, Tesla
Gene MunsterPredicting AAPL as Top-Performing FAANG in 2021Loup’s 2021 predictions are in. Our headline prediction is that Apple will be the top-performing FAANG stock in 2021. This is founded on the four factors below. Putting it together, we believe shares of AAPL will approach $200 (46% upside…Read more Apple
