Amazon’s stealth play for Alexa – the car

Amazon’s stealth play for Alexa – the car

We at Tematica have shared our view that Amazon (AMZN)is the innovator to watch as it continues to disrupt exisitng business models. Amazon is not always successful as evidenced by its flopping in the smartphone market, but like any true innovator they keep working at it and sometimes that means outflanking a competitor where they […]

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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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Facebook’s Content is King effort Watch goes live… will you watch it? 

Facebook’s Content is King effort Watch goes live… will you watch it? 

  We’ve seen a number of companies, like Netflix (NFLX) and Amazon (AMZN) look to position themselves within our Content is King investing theme. It’s a smart strategy as that proprietary content is a competitive moat that helps reduce customer churn. With Watch, Facebook (FB) is looking to push into streaming video and vie with Alphabet’s […]

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Native apps are taking advertising share from the mobile web in Asia-Pacific 

Native apps are taking advertising share from the mobile web in Asia-Pacific 

Here at Tematica, we are watching the changing landscape when it comes to advertising dollars. We’ve witnessed the shift from analog advertising at newspapers to Internet-focused advertising and we are now seeing another shift emerge.  For many, especially outside the US, the smartphone is the first device on which they access the internet. A report by comScore […]

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YouTube’s  ‘breaking news’ addition further complicates things for broadcast TV

  Whether it’s on the go, at work or at home, streaming content continues to account for a growing portion of consumer content consumption. It’s, therefore, no surprise that Apple (AAPL), Facebook (FB) and others are looking to join Netflix (NFLX) and Amazon (AMZN) in delivering proprietary content. On the flip side, Disney (DIS) is […]

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Alphabet Continues to Ride the Connected Society Tailwind

Alphabet Continues to Ride the Connected Society Tailwind

While Alphabet warns of rising costs in its Google division, it crushes 2Q 2017 expectations as it continues to ride several thematic tailwinds. The market, however, is putting downward pressure on the shares, a move we don’t think is warranted as we look at the situation through our thematic investment lens.

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Cocktail Investing Ep. 24: As Amazon becomes the Death Star of retail, the Fed still looks for inflation in a deflationary world

Cocktail Investing Ep. 24: As Amazon becomes the Death Star of retail, the Fed still looks for inflation in a deflationary world

Amazon (AMZN) on the heels of whirlwind announcements from its acquisition of Whole Foods (WFM) to Nike (NKE) now selling some of it products directly to the online giant, the once internet-only giant is now THE poster child for thematic investing.

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Is a Safer, More Entertaining and Eventually Autonomous Car Near?

Is a Safer, More Entertaining and Eventually Autonomous Car Near?

It seems every day we hear about the inevitability of the autonomous car with many hoping that it will usher in a new area of safety. Globally, road crashes are the 9th leading cause of death. Clearly, there is room for improvement and Apple’s (AAPL) CEO Tim Cook agrees, citing the auto industry as ripe for a major disruption in a recent interview.

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Cocktail Investing Ep. 23: The Evolution of the Safer, More Entertaining and Eventually Autonomous Car

Cocktail Investing Ep. 23: The Evolution of the Safer, More Entertaining and Eventually Autonomous Car

To better understand the evolution of the smarter vehicle, Tematica Research’s mixologists Chris Versace and Lenore Hawkins spoke with Ted Cardenas, Senior Vice President of Marketing, Car Electronics Division at Pioneer Electronics Corp (PNCOY).

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