Corporate Insights Archives - Catalyst Insights

7 min

Thematic Investing: A Look into Key Megatrends Driving Global Economies

Consumers and institutions spending >$40 trillion per year is the largest addressable market opportunity there is. Within the primary thematic, there are a few mega-trends that offer investors significant investment opportunities.

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3 min

Case Study: How Options Investing Can Go Right (and Wrong) Using ARKK As an Example

In 2020, the ARKK Innovation ETF (ARKK) caught the imagination of the investing public after generating a 152% return for the year. ARKK seeks to invest in cutting edge, innovative companies - tomorrow's most promising companies - through an active approach managed by Kathy Woods, a well-known and established portfolio manager that the Street loves to hate.

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4 min

Opportunities in the Corporate Buyback Environment

There have been extensive debates about corporate stock buyback programs. Some critics argue that companies create inequity and do not focus on improving employee benefits, business strategies, and R&D programs. On the other hand, proponents argue that allocating capital to shareholders allows the capital to be reinvested in productive facets. Therefore, advocates believe that buybacks have, in some regards, taken the place of ordinary dividends to return cash to shareholders.

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6 min

Athleisure Has Become Everyday Clothing

Lululemon has become the most relevant and recognizable athleisure brand in America and increasingly around the world. The company’s stores offer exceptional aesthetics, strong customer service, and the brand now serves men in a major way.

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6 min

Corporate Insights

Audio Content, Streaming Music, and Concerts are a Huge Consumption and Investment Opportunity

In this blog post, I’d like to dig into one of my favorite long-term themes and opportunities for investors: music and audio entertainment. I’ve written about this theme a few times before and made Spotify my favorite 2020 brand in the December 19, 2019 blog post.

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6 min

Brand Investor Discusses Portfolio Benefits of Going on the Offensive with Consumer Defensive Stocks

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6 min

Should the Global Consumer Spending Theme be a Sector Allocation or the Core of Every Portfolio?

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6 min

Building Client Portfolios via Brand Recognition and Dedication to Important Spending Categories

I was recently moderating an Advisor branch lunch presentation and a “light bulb” went on for the group of 25 Financial Advisors in attendance. In fact, it was such an “ah-ha” moment for them that a few came up to me after the presentation and asked if I would put the presentation in written format so they could use it with clients. Accordingly, please enjoy this week’s blog post.

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