Weekly Issue: We aren’t out of the woods just yet

Weekly Issue: We aren’t out of the woods just yet

This week we closed the books on the month of October, and what a month it was for the stock market. In short, the month of October wiped out most the market’s year to date gains as investors digested both September quarter earnings and updated guidance that spurred a re-think in top and bottom line expectations.

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Weekly Issue: Adding to BABA and DRFG

Weekly Issue: Adding to BABA and DRFG

In this week’s packed issue of Tematica Investing, we are adding to our positions in Alibaba (BABA) and Del Frisco’s (DFRG), assessing the National Retail Federation’s 2018 Holiday Shopping Forecast, and previewing Costco’s (COST) earnings report that will hit after today’s market close.

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Mastercard Files More Blockchain Patent Apps 

Mastercard Files More Blockchain Patent Apps 

There has been much talk this year about the rapid rise and fall of Bitcoin. We here at Tematica have long said the far more interesting disruptor is Blockchain, and as Bitcoin has fallen hard in recent weeks, we’ve seen a flurry of renewed news flow for blockchain, including a growing number of patent filings […]

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Introducing The Thematic Leaders

Introducing The Thematic Leaders

Following the recasting of our investing themes over the last several, we are introducing The Thematic Leaders, which crystallize and embody their respective thematic tailwinds.

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Booking some gains, boosting stop losses levels and new call recommendation as well

In this week’s issue, we’re adding a new call option position in Alibaba shares, booking some wins in our Costco Calls as well as boosting our stop losses levels on the remaining Costco calls as well as our layered Netflix call option strategy.

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WEEKLY ISSUE: Booking more Habit gains and redeploying into another Digital Lifestyle investment

WEEKLY ISSUE: Booking more Habit gains and redeploying into another Digital Lifestyle investment

In this week’s issue, we are closing out our position in Habit Restaurants with a tasty gain, adding a new position in Alibaba as part of Digital Lifestyle investing theme. We also have some updates on our positions in Apple and Universal Display, both of which have been on a tear lately.

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Ford and Alibaba to disrupt how cars are sold?

We’ve been rather vocal over the disruption that has occurred due to our Connected Society investing theme but also the disruption yet to be had. We see the potential partnering of Ford and Alibaba supporting our view that the current Retailmegaddon is poised to spread from beyond the mall and brick & mortar retail to […]

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Alibaba – Riding the Connected Society tailwind to success

Alibaba – Riding the Connected Society tailwind to success

  Most U.S. investors tend to keep their purview on domestic companies and their shares, but there is a problem with that strategy. That limited gaze means missing out on opportunities outside the U.S. that are benefitting from our thematic investing themes. For example, when most folks think of the company riding our Connected Society […]

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China and India dominate mobile payments, not the U.S.

China and India dominate mobile payments, not the U.S.

Historically speaking, the adoption of new technology has been West to East, but when it comes to mobile payments the East is clearly leading the West. This has profound implications for potential winners in the push away from cash, checks and even debit and credit card swipes that is part of our Cashless Consumption investing […]

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