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) Stock Will Have Some Bumps Along the Way, But the Future Looks Bright

By Gene Munster The Tesla (TSLA) Model Y event went largely as expected (see our preview here). Tesla’s public comments have always called for “volume …

Apple (AAPL): The Healthcare Opportunity Is Not Priced Into the Stock

By Gene Munster Tim Cook commented in a recent interview that their impact on health will be “Apple’s (AAPL) greatest contribution to mankind.” While “greatest contribution” …

Tesla (TSLA) Stock Suffers Another Setback, But the Future Remains Bright

By Gene Munster, Yesterday afternoon, Tesla (TSLA) announced that the long-promised $35k configuration of the Model 3 is available for order immediately. This …

4 Reasons Why Apple (AAPL) Stock Is Well Positioned to Benefit from the Transition to 5G

By Gene Munster The 5G hype has already begun, but investors underappreciate the opportunity that it represents for most tech companies. Apple (AAPL) has …

Musk’s Carelessness Bites Tesla (TSLA) Stock (Again)

By Gene Munster Last night, the SEC asked a judge to hold Elon Musk in contempt for tweeting that Tesla (TSLA) would produce 500k cars in 2019. …

Why We’re More Optimistic About Apple’s (AAPL) Future

By Gene Munster Yesterday, the Wall Street Journal published a report detailing changes to Apple’s senior management over the last year. We view these changes as …

Electronic Arts (EA): Wall Street Is Wrong About Apex Legends

By Doug Clinton It’s been a rough six months for video game publishers. Shares of Activision Blizzard (ATVI), Take-Two Interactive (TTWO), and Electronic Arts …

NVIDIA (NVDA) Stock: Prepare for Range-Bound Trading Ahead

By Gene Munster Shares of NVIDIA Corporation (NVDA) are trading up 3%, as final results for Jan-19 were in-line with the disappointing pre-announcement. While …

Apple (AAPL) Makes a Change in AR Leadership

Apple (AAPL) has appointed longtime marketing leader Frank Casanova to Senior Director, Worldwide Product Marketing at Apple Augmented Reality, according to Casanova’s LinkedIn profile. Here’s …

Key Takeaways from Alphabet’s (GOOGL) Latest Commentary

By Gene Munster Alphabet (GOOGL) remains the oxygen of the internet and will maintain that distinction as the company brings the benefits of AI to …