"When we long for life without difficulties, remind us that oaks grow strong in contrary winds and diamonds are made under pressure." - Peter Marshall
Investment Themes and trends
One man's trash... ie. garbage
Cash not accepted! ie. non-cash payments
Swipe right. ie. online dating
Useless human. ie. robotic surgery, automation, A/I
Be your own boss. ie. start-your-own-business, side-hustle economy, small business e-commerce
Whats your vice? ie. addiction (Smoking/Vaping/Marijuana, Gambling, Alcohol, Coffee)
Verified Instafamous. ie. social media
Can I get your login? ie. streaming media, entertainment subscriptions
Password123. ie. hacking & digital security
Gamer ie. video games
Modern monopolies. ie. mega-cap technology
Free Shipping. ie. shipping, transportation, logistics
Fat Camp. ie. population & disposable income growth (Diabetes, Sugary Beverages, Snacks, Candy)
Tell me I am Pretty. ie. beauty maintenance
You can't afford this. ie. luxury retail
Black Friday. ie. frugal consumers
Avocado Toast vs. Buying a house. ie. millennial home ownership
Death of a Salesman. ie. broker-free home and car sales
Pets are equals. ie. pet ownership
Take the red pill. ie. evolving medical treatments and technology
Wanderlust. ie. experiences, travel, entertainment
What's for dinner? ie. casual fast food
Watch my back. ie. police & smart city technology
Smart House 2099. ie. everything smart, networked, tech enabled
You're Fired! ie. workforce management, hiring solutions / finding talent
Work smart, not hard. ie. farming efficiency
Wright Brothers 2050. ie. future of travel (air, land, sea)
WFH. ie. working from home
Don't put me in one of those homes. ie. aging population
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