Weekly Issue: Looking for Trump-Proof Companies

Weekly Issue: Looking for Trump-Proof Companies

Amid DC-centric uncertainty back in vogue, we are seeing renewed uncertainty in the market this week. We’ll stick to our thematic knitting, which should Trump-proof the Tematica Investing Select List. We also game out the pending bankruptcy for Toys R Us, the latest but certainly not the last company to fall victim to our Connected Society investing theme.

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Earnings from Apple, Amazon, Alphabet and UPS lead to several price target changes… and not all of them are moving higher

Earnings from Apple, Amazon, Alphabet and UPS lead to several price target changes… and not all of them are moving higher

After yesterday’s mixed earnings blitzkrieg that featured results from Apple, Amazon, Alphabet/Google and United Parcel Services, we’re boost several price targets and trimming one.

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Barclays combines Disruptive Technologies with Cashless Consumption for voice payments

Barclays combines Disruptive Technologies with Cashless Consumption for voice payments

Several quarters ago we shared our view that after capacitive touch, voice would be the next interface to watch. We’ve seen adoption growth in smartphones with Apple (AAPL) and Siri, Microsoft (MSFT) and Cortana, and then in intelligent speakers like Amazon’s (AMZN) Alexa powered Echo products. We’ve even read about licensing deals between Amazon and […]

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Voice Recognition Technology Hears Whispers of M&A

Voice Recognition Technology Hears Whispers of M&A

Earlier this month we had CES 2017 in Las Vegas, a techie’s mecca of new whiz-bang products set to hit the market, in some cases later this year, but in others in 2018 and beyond. A person tracking the CES trade shows over the years likely remembers the changes in inputs from clunky keyboards and […]

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Annual Shareholder Meetings Likely to Join the Connected Society and Save ?

Annual Shareholder Meetings Likely to Join the Connected Society and Save ?

Once again we see yet another aspect to our Connected Society investing theme. While many are used to video conferencing for work via Webex and Zoom or increasingly video conversation through Apple’s Facetime, Microsoft’s Skype, Google’s Hangouts and Facebook, the application has found a new home in corporate annual meetings. It used to be that […]

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I’ll take that Skype call from the car… the Volvo car 

I’ll take that Skype call from the car… the Volvo car 

Through the wonders of Bluetooth connectivity, we’ve been taking conference calls (not to mention personal calls) through the car for some time now, but it seems Volvo and Microsoft are looking to shake things up. Given Microsoft’s assets that include Skype and Cortana, and its eye on the Connected Car market it makes sense to […]

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LG Wallpaper OLED TV To Spur The Next TV Upgrade Cycle?

LG Wallpaper OLED TV To Spur The Next TV Upgrade Cycle?

The center of the home has been the attention of many companies, ranging from Apple to Google and Microsoft, that emphasize differing strategies (streaming of digital content and gaming among the most prevalent). One commonality in all of this is the TV, which has gone through several upgrade cycles as new technologies, such as LCD […]

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A ‘smart’ tattoo’ to control your smartphone?

A ‘smart’ tattoo’ to control your smartphone?

Very Minority Report-ish for the Wearables category but then again so was chiral scrolling before Apple brought it mainstream with the iPhone. Always a question of whether Disruptive Technologies such as this make it from the lab to the real world and then to commercialization, but this looks pretty cool.   A group of PhD students […]

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Microsoft targets enterprise market with LinkedIn buy, but is there a better fit?

Microsoft targets enterprise market with LinkedIn buy, but is there a better fit?

Microsoft’s move to acquire LinkedIn has many scratching their heads trying to realize potential synergies. Having missed the mobile boom (remember that disaster buying Nokia’s mobile phone business?), Microsoft is turning increasingly toward the enterprise market. With employers being increasingly less  able to find applicants with the needed skill set, perhaps Microsoft can build d […]

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Yahoo is selling its search technology, patents – a repeat of Nortel’s auction or InterDigital’s failed effort to sell itself?

Being able to monetize patent portfolio is a key strategy in our Asset-Lite business model, but that can take many forms. From an outright sale to a highly profitable licensing business model like we’ve seen at Qualcomm, Dolby and Rambus, patents can drive significant cash flow. Of course this hinges on the competitive position and time to patent expiration. Ever since […]

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