Gene MunsterReal Estate Disruption LandscapeA number of companies are going after the opportunity to disrupt residential real estate – Zillow, Opendoor, Redfin, Offerpad, Compass, Homeward, and Porch, to name a few. The reason is that residential real estate is 1) a massive, fragmented market…Read more Opendoor, Zillow
Gene MunsterPreviewing WWDC 2021Apple’s annual Worldwide Developers Conference (WWDC) will take place June 7-11. The event is a time for the company to preview its software updates to developers, alongside the occasional hardware update. Below we’ve outlined what we expect Apple to announce…Read more Apple, Augmented Reality, Virtual Reality
Gene MunsterApple Epic Trial Check-InApple and Epic Games (creator of Fortnite) are in the third week of their bench trial with Judge Yvonne Gonzalez Rogers, the culmination of a feud between the two companies regarding App Store take rates and in-app purchases (IAP). As…Read more Apple
Gene MunsterApple’s Five-Year Revenue Growth OutlookApple shares have drifted lower following its record March quarter in which the company grew revenue 54% and delivered one of the best quarter beats in recent memory. Setting aside the current rotation out of tech, the key question exiting…Read more Apple
Gene MunsterTesla Marches OnMarch deliveries, earnings, gross margin and outlook all represent a step forward for Tesla. The big picture is the shift to EVs, autonomy, and renewable energy will take longer than most think but in the end will be more transformative…Read more Tesla
Gene MunsterApple Event: The Little Things Add UpAt its Spring Loaded event, Apple announced redesigns of the iMac and iPad Pro, along with updates to Apple TV and two new products: AirTags and a podcast subscription service. Taken individually, these announcements do little to move the company’s…Read more Apple
Andrew MurphyInvesting in XwingRegional air cargo transportation networks are under pressure from the growing demand for ecommerce delivery. A labor shortage among pilots compounds the challenge facing operators. According to a new report from OliverWyman, 83% of regional cargo operators can’t recruit enough talent. Moreover,…Read more Autonomous Vehicles, Venture Portfolio
Gene Munster, Andrew MurphyRethinking Ecommerce as Commerce at HomeThis is the first in a multi-part series rethinking ecommerce. The series is based on the following three premises: Ecommerce is just commerce at home. Ecommerce is all grown up. It’s time to break away from the early-internet paradigm where…Read more Airbnb, Amazon, Apple, Enjoy, Retail, Tesla
Gene MunsterTesla Defines Growth StoryTesla’s March deliveries are representative of a true growth story. The company appears to be entering into the slope of its growth S-curve. We believe the reason this is happening is a combination of consumer willingness to purchase EVs, along…Read more Tesla
Doug ClintonHow to Grade Non-Consensus IdeasThis post is from Doug’s blog, the Contrarian Mindset. We’re sharing it here because it forms an important part of our investment philosophy at Loup. All investing explores a simple question: What is going to happen? Investors attempt to allocate…Read more Markets
