Loup Ventures

About the Author Loup Ventures

At Loup Ventures, research is in our blood. The spirit of our team has always lived on the curiosity to discover new insights that yield investment opportunities. For years we did this on Wall Street, focused on public tech companies. Now we invest in private frontier tech companies, but public companies like Tesla, Nvidia, and others are also meaningful innovators in frontier tech. These public companies are shaping the emergence of AI, robotics, autonomous vehicles, and AR/VR just as much as early stage startups. As a result, we’ve always kept a watchful eye on public market participants to inform our private investment strategy. Gene Munster is a managing partner and co-founder at Loup Ventures. Prior to Loup Ventures, Gene was a managing director and senior research analyst at Piper Jaffray where he covered technology companies including Apple, Amazon, Google and Facebook. During his 21-year tenure, Gene received many acknowledgements including: Top Stock Picker from Forbes, Best on the Street from The Wall Street Journal, and was widely recognized for his work on Apple. Gene holds a bachelor’s degree in finance and entrepreneurship from University of St. Thomas.

Tesla (TSLA): The Bull Case Remains Intact

Tesla’s (TSLA) plan to reduce headcount by 7% does not change our long term view on the company. Note that Tesla increased headcount by 30% last …

Netflix (NFLX) Earnings: 5 Key Takeaways

By Gene Munster Here are our five key takeaways following Netflix’s December results: Netflix reported Dec-18 revenue essentially in-line and earnings 25% above …

Apple (AAPL): 6 Takeaways From Tim Cook’s Interview With Jim Cramer

By Gene Munster Here are 6 things we learned from Apple’s (AAPL) Tim Cook interview on CNBC with Jim Cramer: Expect “new services” this year. As we’ve predicted, and …

Apple (AAPL) Stock Is Now at a Crossroads

By Gene Munster Earnings misses are always a negative. While largely anticipated by the Street, the magnitude of Apple’s (AAPL) Dec-18 pre-announcement was …

3 Key Takeaways from Nvidia’s (NVDA) CES Keynote

By Gene Munster At Nvidia’s (NVDA) CES keynote the company announced a new graphics card, the RTX 2060, and 40+ RTX laptop models …

Qualcomm’s (QCOM) Injunction Unlikely to Have an Impact on Apple (AAPL) Stock; Here’s Why

Today, Apple indicated that they will stop selling iPhone 7 and 8 in Germany due to an injunction issued as part of a …

Amazon (AMZN), Target (TGT) Tie-Up Still Makes Sense; Here’s Why

By Gene Munster and Andrew Murphy We were wrong in predicting Amazon (AMZN) would acquire Target (TGT) in 2018. It was the boldest of …

Investors Need to Decide If They’re in Nvidia (NVDA) Stock for the Long Haul

By Gene Munster Shares of Nvidia (NVDA) are down 19%. While the near-term is ugly, the long-term story is intact.

What’s Next for Tesla (TSLA) Stock?

By Gene Munster We remain believers in the Tesla (TSLA) story. We think the company has the best product roadmap in tech and …

Is Apple’s (AAPL) New Reporting Methodology Bad for the Stock?

By Gene Munster Apple (AAPL) reported its results for the Sept. 2018 quarter essentially in line with expectations and gave guidance for Dec.