While it is rather clear to us why Toys R Us is filing bankruptcy and even Star Wars themed toy sales weren’t enough to help Mattel (MAT) this past holiday season, in-app purchases for the new iOS version of Fortnite are rather revealing. The recently launched gaming app, which sits at the center of our […]
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As it’s transformation continues, we’re adding one of the early pioneers in the “smartphone” space to the Tematica Contender List.
read more »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.
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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.
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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.
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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 »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 »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.
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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 […]
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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 […]
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