Category Archives: Asset Lite

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.

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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.

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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.

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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 […]

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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 […]

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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 […]

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Why the On-Demand Economy Doesn’t Make the Thematic Cut

Why the On-Demand Economy Doesn’t Make the Thematic Cut

We keep hearing that thematic investing is gaining significant popularity in investing circles, especially when it comes to Exchange Traded Funds (ETFs). For more than a decade, we’ve viewed the markets and economy through a thematic lens and have developed more than a dozen of our own investing themes that focus on several evolving landscapes. […]

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Its “Alexa Inside” instead of Intel Inside

Its “Alexa Inside” instead of Intel Inside

    Intel and Amazon plan to work together on a series of smart home initiatives in the near future, the companies announced today in conjunction with Amazon Web Services’ (AWS) re:Invent conference in Las Vegas this week.Most notably, the companies plan to create a reference design for “an Intel-based smart speaker” that includes the Alexa […]

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Where could Uber and GM partnering lead to?

Where could Uber and GM partnering lead to?

Uber’s business model is one that is centered in our Asset Lite investing theme, but add in it’s partnership with General Motors and it has even more disruptive potential for how people use cars. Implications abound, but let’s remember that most auto manufacturers are also working on @#$%^& and that would put all of this on […]

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Cloud Accounting Company BlackLine – Candidate for our Asset  Lite Investing Theme? 

Cloud Accounting Company BlackLine – Candidate for our Asset  Lite Investing Theme? 

While we tend to shy away from initial public offerings themselves, with customers that include Coca-Cola, Under Armour and Costco now that Cloud accounting software company BlackLine is public, we’ll keep our eyes on it as a contender for our Asset-Lite investing theme and for our Thematic Index. Blackline, a Los Angeles-based accounting software company, […]

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