Special Alert: Trimming Back our Amazon Call Position

Special Alert: Trimming Back our Amazon Call Position

The holiday weekend shopping data confirms our view on several Connected Society positions, including our Amazon call positions. Being prudent investors, we are going to book a hefty win and take half of those calls off the table this morning. .

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Special Alert: Recapping bullish signals for our Connected Society theme as holiday shopping goes increasingly digital this year

Special Alert: Recapping bullish signals for our Connected Society theme as holiday shopping goes increasingly digital this year

The holiday weekend shopping data confirms our view on several Connected Society positions on the Tematica Select List, and the data is prompting us to book a hefty call option win for Tematica Options+ subscribers.

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Today it’s the mobile web, tomorrow the voice-driven web

Today it’s the mobile web, tomorrow the voice-driven web

As we saw in 3Q 2017 earnings results from Asset-lite Business Model company Alphabet (GOOGL) and Connected Society company Facebook (FB), the current platform of chose among consumers is mobile. We are, however, seeing the seeds of the next technology revolution — voice-powered intelligent solutions — with more players entering the fray. The current leader […]

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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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