Thematic Research
Thematic Snapshot: Tax Prep Services
The annual tax filing deadline is fast approaching – albeit one month later than usual – and 2021 promises to be another big year for DIY tax prep services given changes to the tax code, pandemic-related addendums, and impact of stimulus checks. DIY Tax preparation is...
Uranium Market Poised for Growth as Prices Improve
Global Uranium ETF (URA) saw a buyer yesterday of 3500 October $20/$30 call spreads for $1.60 to open, notable volume for the ETF that has been in a strong trend since December. URA has exposure to both uranium miners and production of nuclear components including...
Thematic Snapshot – Mental Health
Earlier this week, we noted a report that online therapy app Talkspace was in talks to go public at a $1.4B valuation with SPAC Hudson Executive. The deal is interesting because it highlights the growing market surrounding mental health a big subset of a theme we dug...
The Evolution of the Gig-Economy and Stocks to Benefit
A gig economy is a free market system in which temporary positions are common and organizations hire independent workers for short-term commitments. It is derived from the term gig which is slang for a job that lasts a temporary amount of time and historically was...
Thematic Snapshot – Africa
Africa is one of the most intriguing investment themes for the next decade as the continent sits on the precipice of significant growth supported by economic development, a growing middle class and infrastructure investments. For many years, the main source of foreign...
Thematic Investing: Digital Dining
Thematic Investing: Collaborative Work Management Software
Thematic Investing: Real Estate Digitization
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....