Published Research on Safety & Security Investment Theme

A recent report from Check Point Security (CHKP) revealed a number of Amazon (AMZN) and Alexa subdomains were vulnerable to a Cross-Origin Resource Sharing (CORS) misconfiguration and Cross Site Scripting (XSS). The report goes on to say that by using XSS, an attacker would be able to acquire a CSRF token that would provide them access […]

One of the key differentiators in Tematica’s Cybersecurity & Digital Privacy investment theme and the Foxberry Tematica Research Cybersecurity & Data Privacy Index has been the recognition of the evolving data privacy regulatory landscape. One of those key pieces is the GDPR regulation, which includes consent for processing an  EU citizens’ personal data must be […]

It seems a day doesn’t go by that we don’t hear of another digital or data privacy concern. A reminder that we need to be careful and mindful with our digital footprint, but also a positive driver for the Foxberry Ltd Tematica Research, LLC Cybersecurity & Digital Privacy Index and the corresponding ETF from Rize […]

According to Barracuda Networks, cybercriminals are increasingly registering accounts with legitimate email services, especially Alphabet’s (GOOGL) Gmail and Verizon’s (VZ) Yahoo, to use them in impersonation and Business Email Compromise (BEC) attacks. Another data point that speaks to the ingenuity of attackers capitalizing to compromise on defense weaknesses, especially during the COVID-19 pandemic, and the growing […]

The term “cybersecurity” often brings to mind images of either a nefarious looking hooded computer nerd superimposed over floating dollar signs or a picture of a shiny lock superimposed over a background of floating binary numbers – imposing and futuristic stuff!  While we are all enamored with the newest and shiniest things, let’s not forget […]

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Compared to several years ago, there are a number of internet browsers one can use on desktop, laptop, smartphone or a tablet to surf the web and do all of the digital things associated with Tematica’s Digital Lifestyle investing theme. While the more commone ones are Microsoft’s Internet Explorer, Google’s Chrome, and Apple’s Safari, there […]

Similar to the explosive adoption in videoconferencing service Zoom Video Communications, traffic for short-form mobile video platform  TikTok has soared of late more than likely due in part to the coronavirus lockdowns and self-cocooning that has taken place over the last several weeks. However, as the authors below point out, “HTTP traffic can be easily […]

Never underestimate people’s ability to take advantage of a crisis, including the current coronavirus as cyber-criminals have been quick to take advantage of the understandable levels of fear. This morning NortonLifeLock (NLOK) sent an email to its clients warning about a phishing email going around that uses the logo of the CDC Health Alert Network claiming to […]

  The headlines are increasingly dominated by frightening images of people wearing masks or encased in hazmat suits along with words like “pandemic,” not exactly pleasant over morning coffee. We are being told that this virus isn’t all that much worse than the usual flu, yet cities are being quarantined, travel is being restricted or […]

Here at Tematica, one of the things we like more than anyone of our investing themes is when two or more of them intersect as it forms a super-theme of sorts. We’ve seen numerous examples over the last several quarters, but there are also times when the tailwind of one of our themes presents a […]

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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 >>