Author Archives: Chris Versace, Chief Investment Officer

About 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…."
China’s rising middle class is re-shaping the cruise industry

China’s rising middle class is re-shaping the cruise industry

Confirmation of our investment themes can come from a variety of places, including CEO interviews and how we love it when they do just that. The cruise industry is benefitting from several thematic tailwinds, including the Aging Population as well as Affordable Luxury, but it’s the push-pull inside our Rise & Fall of the Middle […]

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Pilot study shows how Amazon’s Alexa helps older adults feel independent and safe

Pilot study shows how Amazon’s Alexa helps older adults feel independent and safe

In February 2017, the Front Porch Center for Innovation and Wellbeing (FPCIW) launched its Amazon Alexa Pilot at Carlsbad By The Sea (CBTS). The positive results from the pilot showed the positive impact Alexa and smart home technologies can have in the lives of older adults: 75% used their smart devices at least once a day. 100% […]

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WEEKLY ISSUE: Adding back a specialty contractor to Select List

WEEKLY ISSUE: Adding back a specialty contractor to Select List

As the market flip flops on trade negotiations with China and North Korea, we are adding back a specialty contractor that is poised to prosper from the pending 5G network buildout. We also share why we’re sticking with Applied Materials shares and dig through LendingClub shares as part of our Cash-strapped Consumer investing theme.

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Discounts & coupons are the primary driver behind growth in mobile app shopping

Discounts & coupons are the primary driver behind growth in mobile app shopping

A new report from App Annie confirms what we’ve already suspected when it comes to our Connected Socity – that consumers are increasingly using mobile apps to shop. Per the report, consumer spending has more than doubled, exceeding $86 billion in 2017, up more than 105% since 2015. Interestingly, while time spent in apps increased by […]

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40% of Americans can’t cover a $400 emergency expense; 25% have no retirement savings

40% of Americans can’t cover a $400 emergency expense; 25% have no retirement savings

We keep hearing the mainstream media talk about the improving economy and the falling employment rate, but beneath the headlines and talking heads, we’ve seen consumer debt continue to climb. Why? Because those who don’t have sufficient funds either have to borrow, the likely option, on in some cases sell something. This has increased borrowing […]

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Starbucks, not Apple Pay, Google Pay or Samsung Pay, is the most popular mobile payment system in the U.S.

Starbucks, not Apple Pay, Google Pay or Samsung Pay, is the most popular mobile payment system in the U.S.

  Just because you build it and offer it doesn’t mean consumers will use it. We’ve heard that before and it also applies to mobile payment platforms given that Samsung Pay is the most widely available among Apple Pay (AAPL) and Google Pay (GOOGL), but it’s the least used of the three. The most popular […]

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Millennials increasingly cash strapped as incomes are hit by rent costs

Millennials increasingly cash strapped as incomes are hit by rent costs

No wonder younger Americans are taking longer to leave the family nest – it’s expensive out there! While growth rates in rents have slowed this year compared to the last few, Freddie Mac’s April Outlook report said that higher housing costs and younger adults’ decisions to delay buying have led to an uptick in apartment sharing […]

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Campbell CEO Morrison retires, kicking off a strategic business review

Campbell CEO Morrison retires, kicking off a strategic business review

What we are seeing in the Campbell’s earnings report and decision to undertake a strategic review is yet another company that is grappling with the changes to their business model as consumer preference shifts toward healthier eating and snacking. Some businesses are able to use acquisitions to pivot their businesses more quickly and respond to […]

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PayPal to acquire iZettle and challenge Square

PayPal to acquire iZettle and challenge Square

The world of cashless consumption continues to expand as PayPal (PYPL) makes a direct move to compete with Square (SQ) on its home turf by acquiring iZettle. This also brings it into competition with Verifone (PAY) and other payment/transaction hardware companies. Our view has been the mobile payments landscape, like many that are in their […]

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