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
Doug Clinton026 – Gordon WilsonGordon Wilson is the CEO of Rain Neuromorphics, a company developing neuromorphic computer chips to enable brain-like artificial intelligence. Gordon holds a B.S. in Statistics and Mathematics from the University of Florida. Top 3 Takeaways Training deep learning algorithms is…Read more Neurotech, Neurotech Podcast
Gene Munster, Will ThompsonTesla’s Profitability Strengthens Case for SustainabilityTesla reported third-quarter earnings with a positive surprise related to profitability, while revenue was essentially in line with expectations. Shares are trading up nearly 20% in the aftermarket as investors re-evaluate Tesla’s long-term risk factor related to the company running…Read more Tesla
Gene Munster, Zheng Li, Will ThompsonTesla’s Incremental Approach Paves the Long Road to AutonomyIn September, Tesla released its latest software update Version 10.0. The most notable new feature, Smart Summon, allows Tesla owners who have purchased Full Self-Driving (FSD) or Enhanced Autopilot to request their vehicles to self-navigate a driveway or parking lot…Read more Autonomous Vehicles, Tesla
Gene Munster, Will ThompsonTesla Deliveries: Organic Demand Is IntactTesla announced Q3 production and delivery numbers, reporting an all-time record of 97,000 vehicles delivered. The company delivered 79,600 Model 3s (production of 79,837) and 17,400 S&X vehicles (production of 16,318). Tesla shares, however, are down 4% on this news,…Read more Tesla
