The shrinking hospital count is a pain point of thematic opportunity 

The shrinking hospital count is a pain point of thematic opportunity 

There is are several factors pressuring margins at hospitals that are poised to accelerate the pace in hospital closures. This comes at a time, keeping with or Aging of the Population investing theme and Boomer Economy Index, that population dynamics are expected to drive a spending shift that favors the demand for healthcare. As we […]

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Apple Pay now at Costco 

Apple Pay now at Costco 

The chicken or the egg problem that has been facing mobile payment adoption in the US continues to ease with Costco Wholesale joining the ranks of 7-11 and CVS Health to accept Apple Pay. It’s all about reducing transaction friction but I’d also add it’s a relief for someone like me that sometimes forgets his […]

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Amazon + PillPack = Pharmacy Disruption 

Amazon + PillPack = Pharmacy Disruption 

This week Amazon finally did what it was long rumored to do — enter the pharmacy space with its acquisition of PillPack, an online pharmacy that lets customers buy medications in pre-made doses. From my perch, I see the long expected move by Amazon into the pharmacy space as putting pressure on the prescription drug business, especially for […]

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Amazon’s next target market – the  aging American population

Amazon’s next target market – the  aging American population

In his 2018 shareholder letter, Amazon’s Chairman and CEO Jeff Bezos cited the company’s “unrelenting customer obsession” and its aspiration to be “to be Earth’s most customer-centric company”  but also thanked the “hundreds of millions of divinely discontent customers around the world who push to make us better each and every day.”  With Baby Boomers […]

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Amazon Reportedly Has Obtained Pharmaceutical Wholesaler Licenses In 12 States 

Amazon Reportedly Has Obtained Pharmaceutical Wholesaler Licenses In 12 States 

We have seen the creative destruction that Amazon has unleashed on the world of retail and now we are seeing it occur in food & grocery, and soon apparel. Even as Amazon expands its footprint in these markets, it is laying the groundwork for another move into pharmaceuticals. We see Amazon’s underlying logistics business that […]

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Fighting the Connected Society, CVS Health expands out of the store with CVS vending machines

Fighting the Connected Society, CVS Health expands out of the store with CVS vending machines

We are seeing another sign of brick & mortar retailers embracing creativity to expand their business beyond the physical store format. While this could lend a helpful boost to the shift to mobile payments from credit and debit cards, we see it more as retailers contending with headwinds associated with our Connected Society investing theme. […]

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WEEKLY ISSUE: Thematic Tailwinds Blow Strong, Even as Market Fundamentals Bring Concern

WEEKLY ISSUE: Thematic Tailwinds Blow Strong, Even as Market Fundamentals Bring Concern

Even though our concerns over the underlying fundamentals of the market remain — especially amidst this most recent rebound — thematic tailwinds continue to propel several of our positions on the Tematica Select List, particularly those tailwinds for the Cash-Strapped Consumer and Connected Society investment themes.

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Tematica’s Take on Trump’s Tax Proposal

Tematica’s Take on Trump’s Tax Proposal

As early details of President Trump’s tax proposal hit, investors should be asking which companies stand to benefit the most?

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