Category Archives: Safety & Security

New cyber attacks aim to steal corporate funds

New cyber attacks aim to steal corporate funds

It comes as no surprise cyber attacks are continuing. As we’ve shared in the past when discussing our Safety & Security investing theme, cyber is the new war front. Now we are seeing is a more pronounced change in the types of attacks (ransomware) and the targets (healthcare and small businesses). Perhaps the thinking is […]

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The US Navy under cyber siege

The US Navy under cyber siege

As we tend to say here at Tematica, it only takes a high profile headline to remind people about the increasingly pervasive threat of cyber attacks, the 21st century’s theater for war, that is a tailwind for our Safety & Security investing theme. Typically these headlines for these attacks surround individuals and corporations, but this […]

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The cybersecurity expert shortage will bring the pain

The cybersecurity expert shortage will bring the pain

Normally a growing end market is one that company’s look to tap into but shortages of key materials and other inputs can hamper their success. This same dilemma is unfolding in the cybersecurity market, a key one for our Safety & Security investing theme, given the shortage of skilled security professionals. Most shortages result in pain points […]

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Cisco warns  massive 9.8/10-severity security hole

Cisco warns  massive 9.8/10-severity security hole

Lest we fall into a sense of false security given the lack of a high profile cyber attack in recent months, we have a new warning from Cisco over the need to patch a vulnerability in their hardware. A solid reminder that the demand drivers for our  Safety & Security investing theme come in all […]

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New Life for the B-52 | Defense News: Aviation International News

New Life for the B-52 | Defense News: Aviation International News

While the fleet of B-52 planes has continued to receive updates and upgrades since originally manufactured by Boeing in the 1960’s, the Air Force recently announced it’s a plan to fully modernize the fleet, to the tune of $3.2 billion over the next 5 years. A contract that will be of great value to a Safety & Security investment theme company.

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Banks are beginning to use facial recognition and embrace voice technologies

Banks are beginning to use facial recognition and embrace voice technologies

We’ve often said that navel-gazing in one’s home geography and not looking outside those borders can lead to missing inflection as well as tipping points. That’s especially so with our Disruptive Innovators investing theme given there tend to be some preconceived notions as to where those adoption points are likely to be. Fairly often, there […]

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Ep 94: Why Netflix Should Be Afraid of Fortnite

Ep 94: Why Netflix Should Be Afraid of Fortnite

Thematic signals for this week span our Digital Lifestyle investing theme as we explain why we think Netflix (NFLX) is right to be scared of not Hulu but Fortnite. Our Digital Lifestyle theme meshes with Aging of the Population as the use of sensors and other technologies are being used to keep tabs and assist our aging loved ones. Beer may be a shrinking Guilty Pleasure of choice in the US as consumers continue to flock to wine and other alternatives.

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Tematica Investing: Thematic Tailwinds for 2019 and Scaling into AXON

Tematica Investing: Thematic Tailwinds for 2019 and Scaling into AXON

The thematic tailwinds associated with our 10 investment themes will continue to blow hard in 2019 and we will continue to focus on those companies that are capitalizing on those tailwinds and driving profit growth. In that light, we are using the market pullback to add to Axon Enterprises, the Safety & Security Thematic Leader, which will drop the cost basis considerably.

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