Gene MunsterUS 5G Coverage Still Two Years AwayOver the past six months, we have been tracking US carrier comments related to 5G deployment along with the number of 5G cities launched and coverage within those cities. Based on the most recent updates, we continue to believe that…Read more Themes
Gene Munster, Will ThompsonTesla Takes Another Measurable Step ForwardTesla takes another measurable step forward with 112k deliveries, ahead of Street expectations of 106k. This is the 3rd consecutive quarter of sequential delivery growth despite declining tax credits and trade headwinds, further evidence that consumer demand for EVs is…Read more Tesla
Gene MunsterThe Bull Case for Long-Term Tesla InvestorsThe recent move in shares of TSLA (up 30% in the past month) has largely been driven by short sellers covering positions based on the emerging consensus that Tesla will stay in business long-term. That said, Tesla has not won…Read more Autonomous Vehicles, Tesla
Loup VenturesLoup Ventures’ 2020 Tech Predictions1. Apple Will Be the Best Performing FAANG Stock in 2020 (by Gene Munster). There are five reasons why we believe Apple will be the top-performing FAANG stock in 2020. Easy iPhone comparables Continued growth in Apple Watch Five new…Read more Amazon, Apple, Augmented Reality, Lyft, Netflix, Tesla, Uber, Virtual Reality, Wearables
Gene MunsterApple Is Our Pick for Top Performing FAANG Stock in 2020There are five reasons why we believe Apple will be the top-performing FANNG stock in 2020. When compared to other tech and services companies, we consider the fair value for AAPL to be $350-$400. For example, applying FB’s current year…Read more Apple
Gene MunsterCybertruck Misses Core Truck Buyer, But Still An Incremental PositiveCybertruck is two years away but will eventually be additive to overall Tesla unit sales, given it appeals to two sub-segments of the pickup and SUV markets. That said, the product misses the core truck buyer. Our takeaways: The Cybertruck’s…Read more Tesla
Doug Clinton, Gene Munster004 – Profitability in FocusAs high-growth companies shift their narrative toward profitability, investors need to decide if they believe the new story. Also, SoftBank minces words around growth vs. profitability, Kalanick’s Cloud Kitchens receives a massive valuation, and we discuss using capital as a…Read more Liquidity Podcast
Loup VenturesThree Ways Governments and Startups Cross Paths in Emerging MobilityWritten by guest author Kenny Fennell. Kenny is a consultant with WSP’s New Mobility Group. His work focuses on emerging mobility pilots, policy, and planning. Prior to this role, he worked in the City of Detroit’s Office of Mobility Innovation.…Read more Themes
Doug Clinton, Gene Munster003 – Smoking Your Own SupplyIs marking up your private investments by leading consecutive rounds a mistake or a brilliant move? Doug and Gene discuss SoftBank’s tactics, Lyft, Lime, Faire, and SPACs vs. direct listings. Top 3 Takeaways: While SPACs may be useful in some…Read more Liquidity Podcast
Doug Clinton, Gene Munster002 – WeWork’s Venture BailoutThe SoftBank and WeWork debacle has huge implications on the late-stage funding landscape and may cause SoftBank to adjust their strategy. Doug and Gene discuss WeWork, the pros and cons of public vs. private, how to value autonomy, and the…Read more Autonomous Vehicles, Liquidity Podcast
