Category Archives: Asset Lite

SPECIAL ALERT – Adding Nokia shares to the Tematica Select List

SPECIAL ALERT – Adding Nokia shares to the Tematica Select List

After recently adding Nokia Corp. (NOK) shares to the Contender List, we are now adding them to the Tematica Select List given continued progress in its higher margin, intellectual property (IP) business.

read more »
Alphabet Continues to Ride the Connected Society Tailwind

Alphabet Continues to Ride the Connected Society Tailwind

While Alphabet warns of rising costs in its Google division, it crushes 2Q 2017 expectations as it continues to ride several thematic tailwinds. The market, however, is putting downward pressure on the shares, a move we don’t think is warranted as we look at the situation through our thematic investment lens.

read more »
Quick Thoughts on Alphabet and McCormick Shares

Quick Thoughts on Alphabet and McCormick Shares

This Asset-Iite Business Model company is taking steps to win back advertisers, while a Rise & Fall of the Middle Class one holds its annual Investor Day today.

read more »
Cocktail Investing Ep 10 – The market gets the jitters as the “Perfection Expectation” trade comes into question

Cocktail Investing Ep 10 – The market gets the jitters as the “Perfection Expectation” trade comes into question

Your resident mixologists, Chris Versace and Lenore Hawkins, break down the latest moves in the markets and what they see going on beneath the headlines on this episode of Cocktail Investing — from FedEx’s insight into the economy, to what we are seeing in consumer credit card debt, to what used car sales tell us about the state of households.

read more »
Cocktail Investing Ep 9 – So Janet Yellen & the Fed are Data Dependent You Say?…Is the Stock Market Listening to the Hard Data?…Amazon’s Next Target – Liquor Stores and more Thematic Signals

Cocktail Investing Ep 9 – So Janet Yellen & the Fed are Data Dependent You Say?…Is the Stock Market Listening to the Hard Data?…Amazon’s Next Target – Liquor Stores and more Thematic Signals

It was quite a week that started off with winter storm Stella, a Fed interest rate increase and finished up with St. Patrick’s Day. Your resident mixologists, Chris Versace and Lenore Hawkins, were busy sharing their thoughts on all of that as well as the February Retail Sales report this week and break it all down for you on this episode of Cocktail Investing.

read more »
Cocktail Investing Ep. 8  – Getting buttered up with Steve Fredette of Toast, a restaurant technology company at the intersection of the Connected Society and Asset-lite investment themes

Cocktail Investing Ep. 8  – Getting buttered up with Steve Fredette of Toast, a restaurant technology company at the intersection of the Connected Society and Asset-lite investment themes

Chris Versace and Lenore Hawkins talk with Steve about what it takes to build “a 100-year company” focused on food that helps restaurants improve their operations while providing an enhanced customer experience.

read more »
Malvertising Rises 132% in 2016 | Digital Marketing Magazine

Malvertising Rises 132% in 2016 | Digital Marketing Magazine

2016 saw a dramatic rise in the number of online adverts containing malware, according to digital threat management company, RiskIQ. In total, there was a 132.6% rise in ‘malvertising’ compared with 2015. Delivered through ad networks such as Google and Facebook, threat actors use malvertising to propagate malware, ransomware, and scams (disingenuous advertising), as well […]

read more »
Auto Insurers to feel the pain of Connected Society and Asset-Lite Consumers

Auto Insurers to feel the pain of Connected Society and Asset-Lite Consumers

When confronted with a structural change, like the one posed by the combination of self-driving auto technology and the psychographic shift toward fewer people owning cars instead opting for  Uber, Lyft,  Zipcar and the like most tend to contemplate the first derivative. Often times though the ripple effect to be had is far larger and […]

read more »
With Croove, Mercedes unveils  the Airbnb for cars 

With Croove, Mercedes unveils  the Airbnb for cars 

Talk about kismet! We just wrote about how when you examine the hours of actual use with one’s vehicle (car or truck) vs. the total cost of ownership, it’s really rather impractical. Now Mercedes unveils a potential answer to such low utilization levels that is another step in the direction of our Asset Lite investing theme […]

read more »