Lithium Ion Batteries: the Enabler of the Digital Lifestyle

Lithium Ion Batteries: the Enabler of the Digital Lifestyle

 

 

On this week’s podcast, Tematica’s Chief Investment Officer, Chris Versace, is talking about one of the key enablers for mobility as part of our Digital Lifestyle investing theme – lithium ion batteries. That power technology is utilized in a wide array of consumer electronics, electric vehicles, power tools and energy storage applications, and is expected to reach $93.1 billion in size by 2025, growing at a compound annual growth rate of roughly 17%.

Joining the conversation is Bill Davidson, a long-time friend of Chris’ and the Chief Operating Officer of AMIONX, a safe battery technology company whose technology prevents batteries from being the source of explosion or fire without sacrificing the performance of the battery. Bill brings some context and perspective to the conversation, including the industry’s growth drivers, potential hiccups and the importance of improving the safety of lithium ion battery technology lest we encounter another issue like the one we saw last year with Samsung’s Galaxy Note 7 recall.

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About the Author

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…."

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