Category Archives: Digital Lifestyle

Disney’s ESPN Streaming Service Surpasses One Million Subscribers

Disney’s ESPN Streaming Service Surpasses One Million Subscribers

Over the last several quarters, one of the few blemishes to be had with Disney has been ESPN as chord cutters moved away from the sports programming behemoth. While it took some time for Disney to get its digital offering together, which included some headcount pruning and other cost-saving measures, this past April it launched […]

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Amazon announcing Alexa-enabled hardware products including new security

Amazon announcing Alexa-enabled hardware products including new security

Last week all eyes were on Apple and Fall 2018 new model iPhone launch and this week Amazon is taking the new product spotlight as it announces a number of new Echo products and others that include its digital assistant, Alexa. These products confirm that our view several years ago that voice would be the […]

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Amazon eyes up to 3,000 cashierless stores by 2021

Amazon eyes up to 3,000 cashierless stores by 2021

If you’ve been in a checkout line – either one with a cashier or a self-checkout one – you’ve probably experienced the hassle of waiting in line, sometimes for what may seem like forever if coupons, checkbooks and the like are being fished for. One of the successful strategies employed by Amazon is its ability […]

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Adding more Del Frisco’s to our plate following several bullish data points

Adding more Del Frisco’s to our plate following several bullish data points

Following several bullish data points from last week, including ones found in the August Retail Sales report, we are adding to our position in Del Frisco’s Restaurant Group (DFRG). The August Retail Sales report was also positive for our Amazon, UPS, Costco Wholesale and McCormick & Co. shares.

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Mobile gaming poised to eclipse desktop gaming

Mobile gaming poised to eclipse desktop gaming

It’s rather easy to recognize the growing influence that gaming (and by that we mean video games) is having on our culture from entertainment, sports, and a few other vantage points. With networked and multi-player gaming, we are seeing gaming chip away at more traditional forms of content consumption, with certain titles giving way to […]

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7-Eleven Expands Mobile Payments to Make it Even More Convenient

7-Eleven Expands Mobile Payments to Make it Even More Convenient

People shop at convenience stores, well, because they are convenient. In an effort to maintain its level of convenience in today’s Digital Lifestyle world, 7-Eleven announced today that it is expanding its mobile payment options to include Google Pay and Apple Pay and most of its locations. “Frictionless experiences are the future, and digital payments […]

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Mirror Mirror on the Wall – Make me Sweat!

Mirror Mirror on the Wall – Make me Sweat!

When even the owner of a gym is struggling the time for fitness, we see the market as ripe for a Disruptive Innovator. Peleton is the first major entrant into this space we see between Disruptive Innovator and the Digital Lifestyle in which those seeking fitness are able to squeeze a class into their ever […]

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New identification solutions being worked on for mobile payments

New identification solutions being worked on for mobile payments

We have long said one of the dark sides of our Digital Lifestyle investing theme is a tailwind for our Safety & Security theme, and a new report makes the case for the not only the reverse, but it also invokes our Disruptive Innovators one as well. I’m talking about mobile payments. With debit and […]

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With Its Games No Longer “Destination TV”, the NFL Goes Where the Fans Are

With Its Games No Longer “Destination TV”, the NFL Goes Where the Fans Are

Much has been made about the declining ratings in the NFL over the past two seasons and its causes. Cord-cutting, political protests, distaste for the violent hits, the fact that your team hasn’t had an 11-win season since 1991 . . . no matter what the cause, fewer and fewer folks plopped down on the couch last season and that has owners concerned.

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Poshmark, a Disruptive Innovator for Your Closet

Poshmark, a Disruptive Innovator for Your Closet

While technically Poshmark is a digital marketplace where people from the United States can buy and sell new or used clothing, shoes and accessories, the reality is it’s a community based social media platform that matches buyers and sellers of personal clothing. If that sounds like a company at the intersection of our Disruptive Innovators, Digital Lifestyle, Middle-Class Squeeze and Living the Life investing themes, we could not agree more.

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