Thematic Research
Thematic Investing: QSR Kiosks
One of the biggest themes for quick-service restaurants in recent years has been the investment in technology that is simplifying transactions, driving ticket size, and overhauling the way many restaurants interact with their customers. This major digitalization push...
Thematic Investing: TeleHealth
Thematic Investing: Podcasts
The growth in podcasts has jumped significantly in 2019 and become a main focal point of many audio-driven companies looking to expand beyond traditional music streams. According to Edison Research/Triton Digital, more than half of Americans listened to a podcast in...
Thematic Investing: Live Events
The market for live events such as concerts, performing arts and sports is a significant and growing space which is being driven recently but a generational shift towards ‘experiential’ buying. Millennials, now the largest generation by population globally, control...
Thematic Investing: Sports Betting
Sports Betting is a large and rapidly growing market that is sure to be a focus of a number of companies looking to capitalize in the coming years from positive regulatory tailwinds. It is estimated that Americans wage $150B annually on sports, mostly illegally but...
Thematic Investing: Space Age 2.0
Space has taken a renewed focus in July with the 50th anniversary of Apollo 11, tourism company Virgin Galactic’s reverse merger with Social Capital Hedosophia, and Elon Musk’s SpaceX successfully launching a Mars prototype rocket for the first time. From an...
Thematic Investing: Robotic Surgery
The growing use of robotics in surgical procedures is one of the biggest underlying themes in med-tech and devices today. More doctors are turning to minimally invasive surgery (MIS) because of benefits to recovery time, efficiency in procedure and lowering risks of...
Thematic Investing: TV Ad Spending
It may be early but the 2020 election cycle is already shaping up to be the most expensive in history. There are seventeen candidates already in the running for the Democratic nomination with more expected to come this week (Joe Biden the most notable -- and perhaps...
Thematic Investing: Precision Railroading (PSR)
As we look ahead to Q1 earnings kicking off, one of the key themes to have on the radar will be precision railroading (PSR). This is an efficiency concept developed by the late Hunter Harrison and two different rail operators – Kansas City Southern (KSU) and Union...