Published Research on the Guilty Pleasures Investment Theme

With sugar under attack as well as the overall shift toward healthier for you foods, snacks, and beverages that are part of our Clean Living investing theme, it comes as little surprise to us that candy company Hershey continues to scoop up companies outside of its bread and butter candy business. The thing is Hershey is […]

The inelastic nature of the products produced by these guilty pleasure companies has enabled them to weather price increases better than other products and services that are considered to be more of a commodity in nature. One in particular, as unfashionable as it might be, has us adding it to the Tematica Select List this week.

After our recent podcast in which we talked with Bill Kelly from AgriCascadia about the cannabis industry, it comes as little surprise to us that Guilty Pleasure company Altria and others in the tobacco industry are “exploring” entry into the cannabis space. From our perspective, Big Tobacco has the manufacturing scale and distribution reach currently […]

Tematica Research Membership

For Experienced Individual Investors and Financial Professionals

The Tematica Individual Membership provides thematic investing strategies, trading ideas, and analysis of the most pressing economic and market developments that drive both our thematic perspectives and investing strategies.
Financial Professionals and experienced Individual Investors that become members receive access to the Thematic Leaders List which includes the top stock in each theme, plus our top overall most thematically-positioned stock. Membership also includes the Tematica Select List which are additional trading ideas of stocks riding our 10 investment themes and regular on-going insights and commentary on the market from a thematic perspective.

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.

When companies ranging from PepsiCo and Coca-Cola add aggressively to their product portfolio it likely means we are at or near an inflection point in terms of consumer preference. That is what we are seeing with flavored seltzers given PepsiCo’s 2018 introduction of its bubly Sparkling Water, its more recent acquisition of SodaStream and Coca-Cola testing its Dasani […]

We are seeing soft drink companies bring new products to market to market due to shifting consumer preferences that are in tune with our Clean Living investing theme. A different side of consumer tastes is moving away from beer to wine, spirits, and non-alcoholic drinks, which explains why Anheuser-Busch InBev and Budweiser keep rolling out […]

When it comes to the market that is diabetes — it affects some 30 million Americans, more than 9% of the population, according to the CDC and rates of those diagnosed with diabetes rises with age, to 25% of those 65 and older — we are seeing a number of new products and services that […]

  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 […]

Given falling sales of soda, both the regular “sugary” kind as well as diet, Coca-Cola is once again trying to entice consumers with a new round of Diet Coke-branded beverages that will be available in the coming weeks. We’ve not tried them, and while we’re somewhat skeptical our preference for first-hand research means giving them a […]

A friend of mine once said if you don’t put on a few pounds during the holiday season, you’re probably not enjoying yourself. I’ve “suffered” from this most years, but in 2017 Starbucks is making it even easier to do so with its Christmas Frappuccino. The limited edition beverage packs a whopping 420 calories and 50 […]

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What is Thematic Investing

Thematic investing looks to identify pain points by looking at the intersection of shifting economics, demographics, psychographics and technologies, mixed in with regulatory mandates and other forces. Such pain points result in a pronounced secular market shift that shapes and impacts behavior, forcing companies to make fundamental changes to their businesses to succeed.  Read More >>

What We Do at Tematica

Tematica Research provides equity research, economic insights, and investment ideas based upon its proprietary thematic perspective of the world and financial markets. The thematic discipline utilized by Tematica across its research and economic commentary, as well as its index and portfolio construction efforts, is the culmination of the more than 20 years Chief Investment Office Chris Versace spent analyzing industries and companies.  Read More >>