Category Archives: Safety & Security

Pain Points in Investing – Social Security Number as a case study

Pain Points in Investing – Social Security Number as a case study

Tematica’s investing strategy focuses not only on those long-term forces that generate formidable tailwinds or headwinds but also on major pain points, as solutions can generate serious value to entrepreneurs and investors alike. The problem of Social Security numbers for definitive identification is one such pain point.

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More cyber pain as Whole Foods and Sonic are hit by hackers 

More cyber pain as Whole Foods and Sonic are hit by hackers 

Another day, another cybersecurity breach. Or so it seems as this week two high-profile cyber attacks were revealed – Whole Foods and Sonic Corp. Retail and restaurant pain from these attacks is just the latest in a growing number of reminders that cybersecurity spending will continue to be on the upswing as hackers get more […]

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Google embraces Safety & Security to challenge Amazon’s Alexa

Google embraces Safety & Security to challenge Amazon’s Alexa

The company formerly known as Google that goes by the name Alphabet is quietly expanding its hardware reach. First by scooping up certain HTC assets that helped develop Google’s Pixel smartphone, which we think is a back-door way of protecting its core search business as voice becomes a more dominant method of search. Second, Google […]

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COCKTAIL INVESTING: Apple’s Lame Event, Euro Junk Bonds, Cryptocurrencies, NFL Comes to Amazon

COCKTAIL INVESTING: Apple’s Lame Event, Euro Junk Bonds, Cryptocurrencies, NFL Comes to Amazon

We knew Apple’s special event this week was headed downhill fast when the first thing mentioned about the new iPhone was the pretty colors it would come in. This week in Cocktail Investing we share our takeaways and insights for that event, as well as for the latest economic data and thematic signals that are the backbone of our thematic investing lens.

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Equifax reports data breach possibly affecting 143 million U.S. consumers 

Equifax reports data breach possibly affecting 143 million U.S. consumers 

Another day, another company compromised through a cyber attack. With this latest high profile attack on Equifax (EFX), personal information, such as Social Security numbers, birth dates, addresses and driver’s license numbers as well as credit card numbers for tens of thousands of people. Given the sensitivity of the information, we strongly suspect IT budgets at […]

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“Dragonfly” hackers target U.S. energy company networks

“Dragonfly” hackers target U.S. energy company networks

From time to time, we are reminded of the growing threat of cyber attacks, one of the downsides of our increasingly Connected Society. This attack on computer networks of U.S. energy companies speaks to risks associated with the “industrialization of the internet” better known as the internet of things as part of our Safety & […]

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Pacemaker Security Update Needed to Protect Hearts From Being Hacked

Pacemaker Security Update Needed to Protect Hearts From Being Hacked

If you need more evidence that we are living in an increasingly internet-connected world, look no further than a recent software update aimed at making sure 465,000 people with pacemakers don’t have hearts that are vulnerable to hackers. The U.S. Food and Drug Administration announced this week that medical device company Abbott has issued a […]

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No Sleepy End of  Summer in Sight

No Sleepy End of  Summer in Sight

As the country turns the page on the eclipse, political maneuvering retakes center, all while the battle lines between Wal-Mart and Amazon are being set for the future of retail. Of course, we have our sleeper pick too that is strengthening its position while everyone else focuses on WMT and AMZN.

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