Here we go members, a sampling of the latest thematic reading that is helping inform the larger AAP investing tapestry as well as more specific thoughts on the portfolio.
Enjoy, and if you've spotted an article that fits our thematic approach that you think we and other members should be reading, by all means send it to us at AAPClub@TheStreet.com
Aging of the Population - AMN Healthcare (AMN) , Elevance (ELV)
Capturing the demographic wave of the aging population and the changing demands it brings with it:
- The Baby Boomer Retirement Crisis Is Here. Why the Richest Generation Is Struggling.
- Labor marketplace ShiftMed secures $200M to solve nursing shortage - "Nursing shortages were a problem well before the global pandemic, and two years ago, the Bureau of Labor Statistics updated its estimate that there would be more than 200,000 Registered Nurse openings each year in the U.S. through 2031."
Cybersecurity & Data Privacy - First Trust Nasdaq Cybersecurity ETF (CIBR)
Securing individuals and organizations against cyber threats and privacy violations:
- Apparent cyberattack forces Florida hospital system to divert some emergency patients to other facilities
- Gartner Identifies Three Factors Influencing Growth in Security Spending
Digital Infrastructure & Connectivity
Companies behind the buildout and upgrading of networks, data storage facilities, and equipment as well as the chips that connect them:
- Big Tech Cloud Spending Is Slowing. What It Means for Chip Stocks
- Meta to cut data center spend by $4bn, says new AI facilities will be cheaper & faster to build
- The enterprise AR market and the industrial metaverse: Why 2023 marks an inflection point
Digital Privacy & Identity - Clear Secure (YOU)
Companies providing the tools and services that verify authorized users and safeguard personal data privacy:
- Get Used to Face Recognition in Stadiums
- It's time to own your digital identity
- UK Sets Stage for Future Digital ID Legislation and Data Use
Luxury Buying Boom - Coty Inc. (COTY)
Tapping into aspirational buying and affluent buyers amid rising global wealth:
- LVMH Says Luxury-Goods Demand Rebounding From Year-End Slowdown
- Americans Have Inflation Fatigue, and They're Splurging
Middle Class Squeeze - Costco Wholesale (COST)
Companies poised to benefit as consumers stretch the disposable spending dollars they do have:
- 9.3 Million More U.S. Consumers Ended 2022 Living Paycheck to Paycheck Than in 2021
- Even on $100,000-Plus, More Americans Are Living Paycheck to Paycheck
Safety & Security - Lockheed Martin (LMT)
As individuals, companies, and countries, we must be increasingly on guard and behaviors need to shift away from reactionary defense towards always prepared and secure:
- India raises defence budget to $72.6 bln amid tensions with China
- Poland boosts defence spending over war in Ukraine
- UK's Wallace Seeks Greater Military Spending to Counter Inflation
Sustainable Future of Food - Deere & Co. (DE)
Companies addressing the challenge of providing healthy, affordable, and nutritious food to a growing global population amid dwindling natural resources: