Thematic Research
Thematic Research: Digital First Customer Service
The workplace has undeniably changed in the last six months since COVID first led to shutdowns and millions of workers began to work from home. The shift led many companies to accelerate or initiate digital plans with automation, cloud, and efficiency in focus. And,...
Thematic Snapshot – Digital First Call Centers
For the quarterly report out on Sunday, I dug into this area as an investing theme and one additional name I wanted to explore was Nice Systems (NICE). The $13.57B software company has two business units – one focused on Customer Engagement and one on Financial Crime....
Thematic Research: Fuel Cells
In the automotive world, 2020 so far has been the year of the electric vehicle with Tesla soaring in popularity, new entrants rolling out from combustion engine manufacturers like Porsche, Hyundai and Mercedes Benz, and huge leaps forward in technology making them...
Thematic Research: I-Buying
Among all the activities to return to ‘normalcy’ since March, the most surprising by far has been housing. Demand for real estate agents and searches has increased steadily since the March lows with both Zillow (Z) and Redfin (RDFN) highlighting big jumps in activity...
Thematic Investing: Cloud Security
With more people working remotely due to Shelter-in-Place mandates, the look of enterprise IT has changed significantly in recent months. Instead of centralized locations and on-premise infrastructure, companies big and small are reliant on a wide array of devices in...