Category Archives: Thematic Signals

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Thematic Signals highlights confirming data points and items to watch for our list of investing themes. Whether it’s a news item, video clip, or company commentary, we’ve included this full list of items literally “ripped from the headlines.”

Even theme parks are spending millions on Wi-Fi to connect guests

Even theme parks are spending millions on Wi-Fi to connect guests

If we needed any confirmation that aspects of our Digital Lifestyle investing theme are bleeding over into in-person fun, here it is – theme parks are adding free Wi-Fi. Now, in some cases, it may be to stream videos, but more likely it’s to access maps, schedules, and tickets that one finds inside a theme park’s […]

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Holograms are changing how doctors learn

Holograms are changing how doctors learn

  There is only so much one can learn from a two-dimensional book, and that is prompting the use of holograms, one of the technologies inside our Disruptive Technologies investing theme, in educational settings. Given the many systems and their inner workings inside the human body, holograms are a natural fit with medicine, and in […]

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Fortnite’s $1 billion revenue reveals where gaming is headed

Fortnite’s $1 billion revenue reveals where gaming is headed

The knee-jerk reaction when it comes to the fall of broadcast content is streaming service from Netflix, Hulu, Amazon, and others. While that is certainly putting a world of hurt on broadcasters and forcing advertisers to rethink where to spend their advertising dollars, it would be a mistake to overlook the growing influence that gaming-related […]

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Facing the pain of rising health care costs of an aging population

Facing the pain of rising health care costs of an aging population

There are several downsides to our Aging of the Population investing theme, one of which centers on the rising cost associated with aging associated with healthcare. As this new report from Vanguard Group shows, there that cost balloons as we live longer and longer and that poses a savings and investment pain point for us […]

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Finally, the painful car buying process gets disrupted

Finally, the painful car buying process gets disrupted

If you’ve purchased a new or used car, then you know the pain associated with the process and what a time suck it is. Even after all the research, there is the customary back and forth with the salesperson and his or her manager to haggle out a deal BEFORE you get to the financing […]

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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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Edison ramps its EV charging spending in California

Edison ramps its EV charging spending in California

When we look at any of our investment themes, we are mindful of confirming data points as well as ones that challenge their base assumptions. That is especially true with our Disruptive Technologies and Business Models investing theme. While we recognize that disruption may not play out as expected and may take hold in other […]

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Ringing up contactless payments at the World Cup

Ringing up contactless payments at the World Cup

While mobile payments made with one’s smartphone and other forms of contactless payments, such as transactions completed with watches, necklaces and rings, may not be blazing the payment trail in the US, it’s a very different story outside the US. A great example of the Cashless Consumption aspect of our Digital Lifestyle investing theme and […]

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Amazon + PillPack = Pharmacy Disruption 

Amazon + PillPack = Pharmacy Disruption 

This week Amazon finally did what it was long rumored to do — enter the pharmacy space with its acquisition of PillPack, an online pharmacy that lets customers buy medications in pre-made doses. From my perch, I see the long expected move by Amazon into the pharmacy space as putting pressure on the prescription drug business, especially for […]

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An all-in-one Apple media subscription plan could upset the content cart

An all-in-one Apple media subscription plan could upset the content cart

Apple CEO Tim Cook has been vocal about growing the company’s Services business as way to not only diversify its revenue stream, but in my view also make its iOS and other devices even stickier with consumers. As we have seen before Content is King is a key driver in our Digital Lifestyle investing them […]

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