Content is King movie studios eyeing Connected Society solutions like  Apple iTunes rentals

Content is King movie studios eyeing Connected Society solutions like  Apple iTunes rentals

  Through our thematic lens, we see this as Content is King meeting the Connected Society, a theme that has led to much creative destruction over the last several years. With Netflix (NFLX), Amazon (AMZN) and now even Apple (AAPL) moving into proprietary content that is streamed to wherever and whenever consumers want, perhaps it’s […]

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Tencent scales thematic investments in payments, AI and cloud

Tencent scales thematic investments in payments, AI and cloud

Our Content is King theme isn’t the only one getting a lot of attention this week as more companies look to invest not only in payments, which we see as Cashless Consumption but also artificial intelligence, a slice of our Disruptive Technologies theme. As we look at these moves, we are reminded of the global […]

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Remaining Opportunistic as the Market Gets Cautious

Remaining Opportunistic as the Market Gets Cautious

We expect Disney shares are likely to trade sideways over the next several weeks as the market continues to digest the recently announced moves by the House of Mouse. We, on the other hand, continue to see our Content is King investment theme providing significant tailwinds to the business, and as such we’re suspending our stop-loss and will instead look to use further share weakness to improve our cost position.

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The Tematica Take on Disney’s Pending New Streaming Service

The Tematica Take on Disney’s Pending New Streaming Service

We expect Disney shares are likely to trade sideways over the next several weeks as the market continues to digest the recently announced moves by the House of Mouse. We, on the other hand, continue to see our Content is King investment theme providing significant tailwinds to the business, and as such we’re suspending our stop-loss and will instead look to use further share weakness to improve our cost position.

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Washington’s Attack on Online Advertising Revenues Disguised as Tax Reform

Washington’s Attack on Online Advertising Revenues Disguised as Tax Reform

Investors in some of the high-flying stocks like Facebook and Alphabet that have driven the Nasdaq Composite Index more than 17 percent higher year to date should ponder what an advertising tax could mean to revenues and EPS expectations

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An NFL ‘Thursday Night Football’ Games Win Cements Amazon’s Content Plans

An NFL ‘Thursday Night Football’ Games Win Cements Amazon’s Content Plans

The only thing better than one thematic tailwind pushing on a company’s business is two… so you can imagine how powerful three of them must be! Amazon is a company actively adding that 3rd leg to the stool.

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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.

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IDC Sees Another Hockey Stick Growth Curve in VR Hardware, but…

IDC Sees Another Hockey Stick Growth Curve in VR Hardware, but…

We’ve been hearing the rumble over virtual reality (VR) grow over the last several months, and now research firm IDC is calling for significant growth in VR shipments over the next five-years. While we can see a growing list of applications, from home repair to healthcare and education, we have to admit it’s rather rare […]

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Post IPO Thoughts on Snap Shares and the $34.7 Billion Market Cap Question

Post IPO Thoughts on Snap Shares and the $34.7 Billion Market Cap Question

Snap, the parent company of Snapchat and the latest Connected Society-Content is King hybrid company has gone public but is it really worth the $34.7 billion market cap it had when it closed out its first week of trading?

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If Social Media Giant Inks a Deal with MLB It Could be More Than a Connected Society Play

If Social Media Giant Inks a Deal with MLB It Could be More Than a Connected Society Play

Reuter’s is reporting social media giant Facebook is in talks to stream Major League Baseball games this season. Should a deal emerge between the two….

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