Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, CIO Alex Pollak discusses OpenAI’s latest video generation model, … Read More
September 2025 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, CIO Alex Pollak discusses US exceptionalism and whether the … Read More
August 2025 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, Senior Investment Analyst Harry Morrow discusses the upward inflection … Read More
July 2025 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, Chief Investment Officer Alex Pollak provides a summary of … Read More
What will disrupt the disruptors?
Source: ChatGPT Google’s Gemini disrupting Google? A question that Loftus Peak has often been asked over the years is: can the disruptors be disrupted? There is a ready answer. The largest, … Read More
May 2025 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, Investment Analyst Tom Gilbertson is checking in from the … Read More
April 2025 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, Portfolio Manager Anshu Sharma outlines the playbook for when … Read More
March 2025 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, Chief Investment Officer Alex Pollak discusses the Artificial Intelligence … Read More
January 2025 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, Investment Analyst Tom Gilbertson breaks down the DeepSeek model … Read More
December 2024 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, Chief Investment Officer Alex Pollak outlies the year behind … Read More
October 2024 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For October, Chief Investment Officer Alex Pollak summaries the companies that … Read More
September 2024 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For September, Investment Analyst Tom Gilbertson discusses the software industry and … Read More