Category Archives: Connected Society

As streaming music booms, CD sales are no more at Best Buy 

As streaming music booms, CD sales are no more at Best Buy 

One of the industries that has both adapted to and felt the pain of our Digital Lifestyle investing theme is the music industry, something near and dear to the hearts and souls of team Tematica. Over the decades, we’ve seen the migration from vinyl albums to 8-track to cassettes to CDs followed by the abiltiy […]

read more »
An all-in-one Apple media subscription plan could upset the content cart

An all-in-one Apple media subscription plan could upset the content cart

Apple CEO Tim Cook has been vocal about growing the company’s Services business as way to not only diversify its revenue stream, but in my view also make its iOS and other devices even stickier with consumers. As we have seen before Content is King is a key driver in our Digital Lifestyle investing them […]

read more »
Japan leverages autonomous driving to address trucking industry shortage

Japan leverages autonomous driving to address trucking industry shortage

One of the problems with US investors is they tend not to look much past thier shores for investment opportunities or confirming data points. Here at Tematica, we recognize our investment themes are global in nature, and that causes us to take a more wholistic perspective. The US is not the only country battling truck […]

read more »
A new digital key standard could finally put your car key inside your iPhone

A new digital key standard could finally put your car key inside your iPhone

We as a people have been carrying many things in our pockets when we leave the house – first keys and wallet then keys, wallet and phone. As part of our Cashless Consumption investment theme we have seen mobile wallets begin to proliferate as well as apps like Apple Pay and PayPal that likely mean […]

read more »
AT&T and Time Warner launch WatchTV, with new unlimited data plans

AT&T and Time Warner launch WatchTV, with new unlimited data plans

The dust has barely settled on the legal ruling that is paving the way for AT&T (T) to combine with Time Warner (TWX), and we are alread hearing of new products and services to stem from this combination. No surprise as we are seeing a blurring between mobile networks and devices, social media and content […]

read more »
eMarketer says the emerging markets lag in internet access, we say wait for the leapfrog

eMarketer says the emerging markets lag in internet access, we say wait for the leapfrog

This latest report from eMarketer serves to inform over the disparity between internet access in the developed and developing economies, but we see it more as confirming our Rise of the New Middle Class investing theme. Moreover, odds are these developing economies will leap frog the developed ones in terms of new, Disruptive Technology adoption. […]

read more »
Connected surveillance cameras bring safety & security

Connected surveillance cameras bring safety & security

There are several aspects to our Safety & Security investing theme, one of which is being proactive vs. reactive, which we see as one of the differences between “security” and “defense.”  While the headlines over the last few years have focused on body-cameras, we are seeing the coming together of our Connected Society and Safety […]

read more »
Mutual fund reporting to join the 21st Century… over the next two years

Mutual fund reporting to join the 21st Century… over the next two years

In today’s increaingly Connected Society and our Digital Lifestyle, in which credit card, brokerage and banks are practically forcing one to go paperless, only now are mutual fund companies able to do the same. Much like those that have already made the switch, it will save billions of dollars on paper and mailing costs – […]

read more »
All those streaming services can add up to serious $$

All those streaming services can add up to serious $$

We continue to hear more and more about chord cutting as consumers increasingly to over the top and streaming vidoe services and they shift how, where and when they consume that content. Given the Content is King perspective that we have, it comes as little surprise to see that consumers are utilizing multiple platforms because […]

read more »