28Ag22: created sheet

https://docs.google.com/spreadsheets/d/1E2o7EqcT9CxVksgZq85rhPz6rR0d8sz-Z-WFStz35P4/edit#gid=0

https://docs.google.com/document/d/17DxHXsEe-w164iVIeCPuE0ugKdf40rY3/edit#

source

Main Market

Cos' I own / interested in

https://www.statista.com/outlook/tmo/artificial-intelligence/generative-ai/worldwide

Technology

Artificial Intelligence

Microsoft/ Google

https://www.statista.com/outlook/tmo/cybersecurity/cyber-solutions/cloud-security/worldwide

Technology

Cybersecurity

28Ag22:
https://www.g2.com/categories/cloud-security

(td): have a look & see if Fortinet is inside the lists?

#: its in here:
https://www.g2.com/categories/secure-access-service-edge-sase-platforms#grid

(Secure Access Service Edge (SASE) Platforms category)



28Ag22:
I suspect Fortinet's in Cloud too
source:
https://investor.fortinet.com/static-files/2d21430a-2c22-4b9d-b7f5-3f4bdaa420b6
(slide 53)

https://www.g2.com/sellers/fortinet
- but maybe the market is still new
hence not alot of *Grid are avaialble
for their products

https://www.statista.com/outlook/tmo/artificial-intelligence/machine-learning/worldwide

Technology

Artificial Intelligence

Microsoft/ Google/ Tesla

https://www.statista.com/outlook/tmo/artificial-intelligence/worldwide

Technology

Artificial Intelligence

Microsoft/ Google/ Tesla

https://www.statista.com/outlook/tmo/artificial-intelligence/ai-robotics/worldwide

Technology

Artificial Intelligence

https://www.statista.com/outlook/tmo/public-cloud/infrastructure-as-a-service/worldwide

Technology

Public Cloud

Infrastructure as a Service

https://www.grandviewresearch.com/industry-analysis/biohacking-market. https://www.marketresearchfuture.com/reports/biohacking-market-5155

https://finance.yahoo.com/news/global-biohacking-market-2020-2027-111800439.html. https://trends.google.com/trends/explore?date=all&q=Biohacking

https://www.statista.com/outlook/tmo/cybersecurity/cyber-solutions/other-solutions/worldwide

Technology

Cybersecurity

Endpoint security products

17S22

https://www.statista.com/outlook/tmo/cybersecurity/cyber-solutions/worldwide

Technology

Cybersecurity

https://www.statista.com/outlook/tmo/internet-of-things/smart-home-technologies/smart-home-platforms/worldwide

Technology

Internet of Things

Smart Home Technologies

Smart Home Platforms

https://www.statista.com/outlook/tmo/artificial-intelligence/worldwide

Technology

Artificial Intelligence

https://www.statista.com/outlook/tmo/cybersecurity/cyber-solutions/application-security/worldwide

Technology

Cybersecurity

Application Security

https://www.statista.com/outlook/tmo/public-cloud/platform-as-a-service/worldwide

Technology

Public Cloud

Platform as a Service

https://www.statista.com/outlook/tmo/cybersecurity/cyber-solutions/data-security/worldwide

Technology

Cybersecurity

https://www.statista.com/outlook/tmo/cybersecurity/cyber-solutions/network-security/worldwide

Technology

Cybersecurity

https://www.statista.com/outlook/hmo/digital-health/digital-fitness-well-being/digital-fitness-well-being-apps/worldwide

Digital Health

Digital Fitness & Well-Being Apps

https://www.statista.com/outlook/tmo/artificial-intelligence/natural-language-processing/worldwide

Technology

Artificial Intelligence

Natural Language Processing

Microsoft/ Google

https://www.statista.com/outlook/dmo/smart-home/control-connectivity/worldwide

Smart Home

Control & Connectivity

https://www.statista.com/outlook/dmo/smart-home/smart-appliances/worldwide

Smart Home

https://www.statista.com/outlook/dmo/smart-home/comfort-lighting/worldwide

Smart Home

https://www.statista.com/outlook/dmo/smart-home/security/worldwide

Smart Home

https://www.statista.com/outlook/dmo/smart-home/energy-management/worldwide

Smart Home

https://www.statista.com/outlook/dmo/smart-home/worldwide

Smart Home

28Ag22: Apple is in this market (list out in *Portfolio Allocation xl sheet" too)

https://www.apple.com/sg/ios/home/accessories/

https://www.statista.com/outlook/tmo/internet-of-things/smart-home-technologies/smart-home-connectivity/worldwide

Technology

Internet of Things

Smart Home Technologies

Smart Home Connectivity

https://www.statista.com/outlook/tmo/cybersecurity/worldwide

Technology

Cybersecurity

https://www.statista.com/outlook/tmo/internet-of-things/smart-home-technologies/smart-home-services/worldwide

Technology

Internet of Things

Smart Home Technologies

Smart Home Services

https://www.statista.com/outlook/hmo/digital-health/digital-fitness-well-being/worldwide

Digital Health

Digital Fitness & Well-Being

https://www.statista.com/outlook/tmo/internet-of-things/smart-home-technologies/worldwide

Technology

Internet of Things

Smart Home Technologies

https://www.statista.com/outlook/tmo/internet-of-things/worldwide

Technology

Internet of Things

30.76%
https://www.mordorintelligence.com/industry-reports/application-performance-management-apm-market

11.2%
https://www.emergenresearch.com/industry-report/application-performance-monitoring-market


12.1%
https://www.transparencymarketresearch.com/application-performance-monitoring-market.html


12.8%
https://growthmarketreports.com/report/application-performance-monitoring-market-global-industry-analysis

12.9%
https://brandessenceresearch.com/electronics-and-telecommunication/Application-Performance-Monitoring-Market

Technology

Application Performance Monitoring

https://www.statista.com/outlook/hmo/digital-health/worldwide

Digital Health

https://www.statista.com/outlook/tmo/public-cloud/worldwide

Technology

Public Cloud

https://www.statista.com/outlook/hmo/digital-health/ehealth/worldwide

Digital Health

https://www.statista.com/outlook/hmo/digital-health/digital-fitness-well-being/digital-fitness-well-being-devices/worldwide

Digital Health

Digital Fitness & Well-Being Devices

28Ag22: Apple is in this space too

https://www.statista.com/outlook/tmo/software/enterprise-software/customer-relationship-management-software/worldwide

Technology

Customer Relationship Management Software (CRM)

https://www.statista.com/outlook/hmo/digital-health/ehealth/online-doctor-consultations/worldwide

Digital Health

Online Doctor Consultations

28Ag22:
Hmm, seems like Teladoc's market is not growing as huge as I thought it would be

https://www.statista.com/outlook/mmo/electric-vehicles/worldwide

https://www.statista.com/outlook/tmo/public-cloud/software-as-a-service/worldwide

Technology

Public Cloud

Software as a Service

https://www.statista.com/outlook/dmo/fintech/digital-payments/worldwide

Apple/ Block/ Visa

https://ecommercedb.com/markets/ww/all

https://www.statista.com/outlook/tmo/cybersecurity/security-services/worldwide

Technology

Cybersecurity

https://www.statista.com/outlook/tmo/semiconductors/worldwide

Technology

Semiconductors

Monolithic Power Systems

https://www.statista.com/outlook/tmo/software/enterprise-software/worldwide

Technology

https://www.statista.com/outlook/tmo/software/application-development-software/worldwide

Technology

Application Development Software

https://www.statista.com/statistics/254489/total-revenue-of-the-global-sports-apparel-market/

Consumer Goods & FMCG

Apparel & Shoes

Global sports apparel

11Jl23:
Plan to own Lululemon

https://www.statista.com/outlook/tmo/robotics/service-robotics/commercial-service-robotics/worldwide

Technology

Commercial Service Robotics

28Ag22:
ie Intuitive Surgical

https://www.statista.com/outlook/tmo/software/productivity-software/collaboration-software/worldwide

Technology

Productivity Software

Collaboration Software

https://www.statista.com/outlook/tmo/software/enterprise-software/enterprise-resource-planning-software/worldwide

Technology

Enterprise Resource Planning (ERP)

https://www.statista.com/outlook/cmo/consumer-electronics/gaming-equipment/vr-headsets/worldwide

Consumer Electronics

https://www.statista.com/outlook/cmo/consumer-electronics/gaming-equipment/vr-headsets/worldwide

Consumer Electronics

https://www.statista.com/outlook/cmo/consumer-electronics/telephony/smartphones/worldwide

Consumer Electronics

https://www.statista.com/outlook/mmo/travel-tourism/worldwide

Travel & Tourism

https://www.statista.com/outlook/mmo/travel-tourism/hotels/worldwide

Travel & Tourism

Discarded ones

https://www.statista.com/outlook/tmo/it-services/it-outsourcing/other-it-outsourcing/worldwide

Technology

Other IT Outsourcing

abit hard to find a co' that can have an edge over their competitors in this space
since its difficut to develop moat
ie Software vendor houses,
Consulting firms like Accentures etc

imo

28Ag22

https://www.statista.com/outlook/tmo/it-services/business-process-outsourcing/worldwide

Technology

Business Process Outsourcing

abit hard to find a co' that can have an edge over their competitors in this space
since its difficut to develop moat
ie Software vendor houses,
Consulting firms like Accentures etc

imo

28Ag22

https://www.statista.com/outlook/tmo/it-services/it-outsourcing/web-hosting/worldwide

Technology

abit hard to find a co' that can have an edge over their competitors in this space
since its difficut to develop moat
ie Software vendor houses,
Consulting firms like Accentures etc

imo

28Ag22

https://www.statista.com/outlook/tmo/it-services/it-outsourcing/worldwide

Technology

abit hard to find a co' that can have an edge over their competitors in this space
since its difficut to develop moat
ie Software vendor houses,
Consulting firms like Accentures etc

imo

28Ag22

https://www.statista.com/outlook/dmo/fintech/neobanking/worldwide

not into Finance stocks
28Ag22:

https://www.statista.com/outlook/dmo/fintech/digital-assets/cryptocurrencies/worldwide

irrelevant,
since im looking for stocks

unless its brokerages like Binances
28Ag22:

https://www.statista.com/outlook/dmo/fintech/digital-assets/worldwide

irrelevant,
since im looking for stocks

unless its brokerages like Binances
28Ag22:

https://www.statista.com/outlook/dmo/fintech/digital-investment/worldwide

Not a fan
since imo
its diff for these players (ie Coinbase) to achieve
moats

except some level of switching costs
- but only for exisitng users

28Ag22:

https://www.statista.com/outlook/dmo/fintech/digital-assets/nft/worldwide

irrelevant,
since im looking for stocks

unless its brokerages like OpenSeas etc
28Ag22: