Increased screen time

Increased screen time

People are spending considerably more time consuming content on electronic devices.

American adults spent about 3 hours and 30 minutes a day consuming digital content on the mobile internet in 2019 — about 20 minutes more screen time than the previous year, according to measurement company Zenith.

In 2019, for the first time, U.S. consumers spent more time with their mobile devices than they did watching TV, according to eMarketer. Smartphones account for 70% of that mobile time. Mobile device usage is growing rapidly as streaming platforms, newly created apps, social media, gaming, and targeted advertising campaigns increasingly cater to consumers outside the home.

STOCK
Disney (DIS)

Disney should be able to replicate what Netflix has accomplished with its direct-to-consumer streaming services, which include Disney+/Star, ESPN+, and Hulu.

  • Disney has acquired a massive base of more than 300 million subscribers, and is already raising prices in the United States and Europe.
  • Its current subscription price point leaves ample room for additional increases in the future.
EXPLORE MORE THEMES

The appeal of experiences has become more widespread after the pandemic lockdowns in 2020. This demand, combined with higher levels of personal savings, should help a number of businesses grow at above-market rates for an extended period of time.

The experience
economy

As Amazon continues disrupting business models and industries, we're identifying companies with niche products and services that seek to create a competitive edge.

Amazon's
Influence

More retail brands are selling through their own store or websites. This controlled distribution can offer distinct advantages and is our preferred go-to-market strategy.

Controlled
distribution

A decade ago, we noticed that how people see their pets had changed. Rover wasn't just there to fetch slippers anymore—he was a bona fide family member—providing certain sectors and companies with long-term advantages.

Humanization
of pets

Patients' genetic makeup will become integral to diagnosis, treatment, and therapy — and some companies are well positioned to see ongoing growth from it.

Personalized
medicine

With more than 80 million mobile phone peer-to-peer payment users in the United States alone, electronic money transfers, e-commerce transactions, and one-button checkout are taking share from cash and physical credit card payments—and giving companies with certain structural advantages an edge.

e-Commerce and
payment processing

Self-driving vehicles are only in the testing phase; the opportunity for semiconductor companies to supply these markets is already growing at above-market rates.

Autonomous and
electric vehicles

Most companies now recognize that digital marketing's essential for growth—and their investments are driving growth in data-driven tools on social media, mobile applications, email, search engines, and websites.

Digital
marketing

5G technology will improve wireless speeds and let users connect to more devices at once, facilitating the Internet of Things. The rapid growth in connected devices and systems will drive carriers to invest rapidly in 5G networks.

5G connectivity and
the Internet of Things

COVID-19 has driven major changes in consumer-purchasing preferences, human communication, and workflows. We are identifying companies across a multitude of industries that will be beneficiaries once the dust settles.

Viral
effects

The demand for cloud computing is on the rise as more businesses find it essential to transition their on-site information technology systems to the cloud.

Cloud
infrastructure
Our philosophy is simple: growth potential, but make it durable.
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