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.

read more »
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?

read more »
Previewing AT&T (T) Earnings and Watching Capital Spending Levels for Dycom (DY)

Previewing AT&T (T) Earnings and Watching Capital Spending Levels for Dycom (DY)

A preview of what we’re looking for in AT&T’s upcoming earnings announcements at the cross-section of the Connected Society and Content is King, while also looking for confirming data points to support our Dycom (DY) position

read more »
Quick Thoughts on Alphabet and McCormick Shares

Quick Thoughts on Alphabet and McCormick Shares

This Asset-Iite Business Model company is taking steps to win back advertisers, while a Rise & Fall of the Middle Class one holds its annual Investor Day today.

read more »