Cocktail Investing Ep 4: Yellen, South Korea & Plastic Surgery and Mobile Advertising with Digital2Go
17 Feb

Cocktail Investing Ep 4: Yellen, South Korea & Plastic Surgery and Mobile Advertising with Digital2Go

On this week’s episode of Cocktail Investing, we welcome Digital2GO CEO Mike Canevaro, who not only adds his perspective to the economic and Thematic Signals discussion but then gives us a deep dive on Digital2Go and on how mobile is shaking up the advertising industry. Will the Fed boost rates come March? What data are they likely watching? Amazon launches Charm to go after the video conferencing market, which puts them head to head with Microsoft’s (MSFT) Skype, Alphabet’s (GOOGL) Hangouts, Cisco System’s (CSCO) WebEx and even Apple’s (AAPL) FaceTime. It was Mike who shared a rather interesting view on what could come to market if Amazon were to combine its Alexa digital assistant with Charm… it could just mean the end of the fixed phone line once and for all.

Leveraging its location and contextual engagement platform, Digital2Go leverages the ubiquitous use of mobile technologies by connecting digital signals to the physical world and building a profile of consumer behaviors. Amid all the noise that consumers face day in, day out from a multitude of apps, Twitter (TWTR), Facebook (FB), Instagram, SnapChat and other social media platforms, consumer product companies are looking to cut through the noise to deliver a targeted message to those most likely to become their  customers.

From a consumer point of view, wouldn’t it be wonderful if we only received relevant offers that meshed perfectly with our preferences and habits at an opportune time rather than random ones that resemble all those pop up ads trying to sell us things we have no interest in that we all find so annoying? By leveraging location, context, and consumer behaviors, Digital2Go assists brands, agencies, and data partners to bring more personalized and contextually relevant mobile experiences to consumers in a way that drives usage, retention, and new ad revenue. After our conversation with Mike, you’ll be thinking that in the coming years companies may not be as reliant on companies like Facebook and Google when it comes to their digital advertising strategies.

Stocks Mentioned on the Podcast

  • Alphabet (GOOGL)
  • Amazon (AMZN)
  • Apple (AAPL)
  • AT&T (T)
  • Cutera (CUTR)
  • Cynosure (CYNO)
  • eBay (EBAY)
  • Facebook (FB)
  • Macy’s (M)
  • Nike (NKE)
  • Nordstrom (JWM)
  • Qualcomm (QCOM)
  • Starbucks (SBUX)
  • Target (TGT)
  • Twitter (TWTR)
  • Under Armour (UAA)
  • US Concrete (USCR)
Lenore Hawkins Tematica Research Chief Macro Strategist
Chris Versace Tematica Research Founder and Chief Investment Officer

About the Author

Chris Versace, Chief Investment Officer
I'm the Chief Investment Officer of Tematica Research and editor of Tematica Investing newsletter. All of that capitalizes on my near 20 years in the investment industry, nearly all of it breaking down industries and recommending stocks. In that time, I've been ranked an All Star Analyst by Zacks Investment Research and my efforts in analyzing industries, companies and equities have been recognized by both Institutional Investor and Thomson Reuters’ StarMine Monitor. In my travels, I've covered cyclicals, tech and more, which gives me a different vantage point, one that uses not only an ecosystem or food chain perspective, but one that also examines demographics, economics, psychographics and more when formulating my investment views. The question I most often get is "Are you related to…."

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