WEEKLY ISSUE: CES 2018 Delivers for the Tematica Investing Select List

WEEKLY ISSUE: CES 2018 Delivers for the Tematica Investing Select List

2018 is off to a solid start and several positions on the Tematica Investing Select List are benefitting — as expected — from the announcements at CES 2018

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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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Jerry Seinfeld Teams with Netflix and What’s Wrong With That?

Jerry Seinfeld Teams with Netflix and What’s Wrong With That?

There is little question that streaming content is altering the playing the field, not just how people consume audio and video content, but increasingly where certain content can be found. First, it was movies, then TV shows, but as back catalogs were seemingly pervasive, streaming services like Netflix, Hulu, and Amazon have looked to differentiate […]

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Feeling Sick? Check Your Wearable To Be Sure

Feeling Sick? Check Your Wearable To Be Sure

Exercise and movement tracking as well as messaging have been cited as some of the top reason people buy wearable devices like the Apple Watch, Fitbit Flex or Charge, or others from Samsung, Huawei, Sony and even Tag Heuer. As we’ve seen with the smartphone, there are far more applications than originally thought and this […]

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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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