As streaming music booms, CD sales are no more at Best Buy 

As streaming music booms, CD sales are no more at Best Buy 

One of the industries that has both adapted to and felt the pain of our Digital Lifestyle investing theme is the music industry, something near and dear to the hearts and souls of team Tematica. Over the decades, we’ve seen the migration from vinyl albums to 8-track to cassettes to CDs followed by the abiltiy […]

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Fortnite is the harbinger of more pain for the already struggling toy industry

While it is rather clear to us why Toys R Us is filing bankruptcy and even Star Wars themed toy sales weren’t enough to help Mattel (MAT) this past holiday season, in-app purchases for the new iOS version of Fortnite are rather revealing. The recently launched gaming app, which sits at the center of our […]

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Facebook’s Content is King effort Watch goes live… will you watch it? 

Facebook’s Content is King effort Watch goes live… will you watch it? 

  We’ve seen a number of companies, like Netflix (NFLX) and Amazon (AMZN) look to position themselves within our Content is King investing theme. It’s a smart strategy as that proprietary content is a competitive moat that helps reduce customer churn. With Watch, Facebook (FB) is looking to push into streaming video and vie with Alphabet’s […]

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Tencent set to Stream 2017, 2018 and 2019 NFL games in China

Tencent set to Stream 2017, 2018 and 2019 NFL games in China

We’re not only seeing a blurring of our Content is King and Connected Society investing themes here in the U.S., we’re seeing in China as well in a deal between Tencent and the NFL. Live news and sports were two of the holdouts in streaming content, but with Google (GOOGL) adding streaming news to YouTube; […]

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Apple to spend big to ride our Content is King theme 

Apple to spend big to ride our Content is King theme 

  Thus far Apple (AAPL) has stayed on the Content is King theme sidelines, but a combination of recent hire and a purported $1 billion check book to develop content change that. Granted, that $1 billion is well below what Netflix (NFLX) and Amazon (AMZN) are spending, but Apple has Apple TV – a solid […]

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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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Riding Thematic Tailwinds with Peloton’s Streaming Workouts 

Riding Thematic Tailwinds with Peloton’s Streaming Workouts 

We see this next iteration of exercise sitting at the intersection of our Connected Society and Fountain of Youth investing themes, and it sure doesn’t hurt to get a positive endorsement from Mary Meeker! Peloton, a four-year-old startup that sells exercise bikes tied to a live-streamed workout experience, is revving up for expansion armed with […]

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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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