Gene MunsterInvestors Look Past Tesla’s Impressive ResultsTesla did it again in the December quarter; they showed the auto industry how to run an EV business. Dec. quarter deliveries were up 71% y/y while the top five automakers were down 3%. This delivery gap has become a…Read more Tesla
Doug ClintonTSLA Is Overvalued – Taking On the Religion of TeslaThis was originally posted on Doug’s blog, Uncomfortable Profit. What’s the fastest way to get attention on the internet? Criticize a religion. These days, religions come in two forms — political and financial— and I said the unspeakable about Tesla:…Read more Tesla
Gene Munster, Andrew Murphy, Doug ClintonLoup TV 134: Tesla + Apple Wallet; MR’s Rough Road; Peloton’s Unlikely SuitorsTakeaways: The Tesla insurance card can now be added to Apple Wallet. The seemingly insignificant integration speaks to the fact that many Tesla owners are also iPhone owners. No surprises here, don’t expect any more software tie-ins between the companies…Read more Themes
Gene Munster, Andrew MurphyLoup TV 132: Tesla and Apple PreviewsTakeaways: Buckle up, we have a big week with Tesla and Apple reporting, along with IBM, Microsoft and Intel. Aside from the usual variables around quarterly results, this week we get the much anticipated commentary from the Fed that will…Read more Apple, Tesla
Doug ClintonHow We Invest in Disruption: The Loup Frontier Tech Index2021 was a challenging year to invest in disruption. November and early December, in particular, have been a bloodbath for frontier tech investors. Major disruption funds performed below the broader markets for the year, as indicated: As of 12/31/21 ***The…Read more Themes
Gene MunsterLoup’s 2022 Tech PredictionsOver 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,…Read more 5G, Amazon, Apple, Autonomous Vehicles, Future, Future of Work, Google, Meta, Microsoft, Technology, Tesla, Themes, Virtual Reality
Gene MunsterLoup TV 114: Tesla Update (V11)Gene and Rebecca discuss Tesla’s latest software update and conclude that it is a step forward. Takeaways: Tesla’s recent UI lays the groundwork for future user customization and highlights the potential for an app store. While many users see the…Read more Autonomous Vehicles, Deepwater TV, Tesla, Themes
Gene Munster, Doug ClintonLoup Frontier Tech Benchmark: November 2021For twenty years, the team at Loup has had a pulse on technology and a point of view on how that tech will change the world. The cutting edge of that change is frontier tech, driven today by AI, fintech,…Read more Autonomous Vehicles, Cryptocurrency, Markets
Gene MunsterApple Car Would Be In Apple’s WheelhouseTalk of Apple building a car is not new. In fact, they’ve been orbiting the possibility for the last seven years. During that time, the response from investors could best be described as a collective rolling of the eyes. Until…Read more Apple
Gene MunsterRivian Melds Scarcity Value with Theme InvestingLoup is not invested in Rivian because the valuation makes us uncomfortable. That’s neither here nor there, because the fact is shares of RIVN keep going higher. I believe the spike is a combination of scarcity value meets theme investing.…Read more Markets
