Loup Ventures, Author at Smarter Analyst

Investment Newsletters

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): Range Anxiety Is All Perception, but Still a Major Hurdle

The adoption of electric vehicles might seem to have major hurdles in front of it, but in reality, it is being stifled by …

Loup Ventures — July 12, 2019, 5:31 PM EDT

T-Mobile (TMUS) Enters 5G Race, but We’re Still Two Years Away

By Gene Munster On June 28th, T-Mobile (TMUS) will be the 4th US carrier to “launch” 5G in the US with 6 initial …

Loup Ventures — June 28, 2019, 10:49 AM EDT

Apple (AAPL) Slowly Assembling Approach to Autonomy with Drive.ai

By Gene Munster Apple (AAPL) has confirmed an Axios report that they have acquired autonomy startup Drive.ai.

Loup Ventures — June 27, 2019, 5:58 PM EDT

Apple & Google’s Vision of the Future Contrasted by Developer Resources

By Gene Munster WWDC and Google I/O set the direction for developers for the upcoming year and give insight to the trends Apple …

Loup Ventures — June 25, 2019, 4:38 PM EDT

Chinese Government Setting Tone of Support Towards Apple (AAPL)

It’s still too early to determine how the US/China trade dispute will impact Apple (AAPL). That said, since the May escalation of the …

Loup Ventures — June 21, 2019, 7:14 PM EDT

Gene Munster’s Take on Apple (AAPL) WWDC 2019

By Gene Munster At WWDC 2019, each of Apple’s software platforms — iOS, macOS, watchOS, tvOS, and now iPadOS — took a step …

Loup Ventures — June 4, 2019, 3:50 PM EDT

Mark Your Calendar: Apple’s (AAPL) Big Event Is Next Week — How the Stock Will React?

By Gene Munster Apple (AAPL) begins its annual developer conference on Monday. We think that most of the headlines around the announcements are …

Loup Ventures — May 31, 2019, 2:28 PM EDT

A Look at Qualcomm (QCOM)-FTC Outcome and Its Impact on Apple (AAPL)

By Gene Munster Qualcomm (QCOM) has lost a case to the FTC, effectively ruling the company has violated antitrust laws by unlawfully suppressing the …

Loup Ventures — May 22, 2019, 6:16 PM EDT

It’s Time to Cut Estimates for Tesla (TSLA); Stock Remains a Long-Term Opportunity

By Gene Munster Tesla (TSLA) shares are down 27% in the last month. At the core of this decline is investors’ heightened concern …

Loup Ventures — May 22, 2019, 5:54 PM EDT

Gene Munster: Key Takeaways From Nvidia (NVDA) Earnings

By Gene Munster Nvidia (NVDA) reported April results that were essentially in-line with the Street and effectively guided in-line for the first time …

Loup Ventures — May 17, 2019, 5:31 PM EDT

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