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
Gene Munster, Doug ClintonLoup Frontier Tech Benchmark: October 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 Markets
Gene MunsterApple: Stripping Out the Noise Reveals Sustainable Growth TrendApple’s September quarter results and commentary around the December quarter played out as expected, with favorable demand being muted by tight supply. Under the headline that the supply headwind will worsen in December, pushing demand into March, is the reality…Read more Themes
Gene MunsterApple & Amazon Read From Google, Microsoft & Twitter ResultsBelow are the read-throughs for the upcoming Apple and Amazon September earnings based on results from Google, Microsoft, and Twitter, along with their key takeaways. Apple read As for the macro, Google did not caution as much about the soft…Read more Amazon, Apple, Google, Meta, Microsoft, Snapchat, Tesla, Twitter
Gene MunsterApple Preview: Outsized Demand Wrestles With Undersized SupplyApple’s September quarter results and commentary around the December quarter will likely follow a well-traveled narrative of demand outpacing supply, but with a twist. The twist is that unlike many companies, it’s a function of time before Apple wins the…Read more Apple
