Investment Research for Your Business
“Thought leadership should be an entry point to a relationship. Thought leadership should intrigue, challenge, and inspire even people already familiar with a company. It should help start a relationship where none exists, and it should enhance existing relationships.” -Daniel Rasmus
Sophic Capital: Latest Research
Replenish It and They Will Come
From Soil Problem to Scalable Platform The Problem: Soil Degradation and Rising Input Costs In Sophic Capital’s The Fertility Problem: Soil Degradation report, we examined how modern agriculture relies heavily on synthetic fertilizers focused on nitrogen (N),...
Replenish Nutrients: Beyond ‘Meat & Potatoes’ Soil Fertility
Report #1 Recap Sophic Capital’s The Fertility Problem: Soil Degradation report examined the structural forces reshaping global agriculture, including the growing challenge of soil degradation, increasing regulatory and environmental, social, and governance (ESG)...
The Fertility Problem: Soil Degradation
70 Years of Unchanged Nutrient Models Driving a Multi-Billion Dollar Shift Toward Regenerative Agriculture Introduction Global agriculture is facing a structural challenge. Declining soil health, rising input costs, regulatory pressure, and growing environmental,...
Sophic Capital: Latest Research
Sophic Capital: Past Research
Sophic Capital is at the 2016 Game Developers Conference (GDC) in San Francisco. This is our third consecutive GDC, and what a difference two years makes for the advancement of VR. Two years ago Oculus demoed the DK2, and people were blown away. That quickly resulted in Facebook buying the company. Last year new HMDs entered including HTC Vive and Sony’s Project Morpheus (now called “PlayStation VR” or “PSVR”). This is the year of content, which we have always said will drive VR adoption. Click HERE to read more. Click HERE to watch a video about the games coming to Oculus. How the Industrial Internet of Things is Revolutionizing Manufacturing We live in a data-driven society where we’re constantly connected to each other. Now the Internet of Things (IoT) is connecting “things” together. But one industry lags when it comes to connecting “things”. Most industrial plant managers, CEOs and CFOs don’t know what’s happening on their shop floors since their manufacturing machines are “islands of automation” that aren’t connected to each other, or able to report on their productivity in real-time. One public Canadian company has solved this problem. Leading manufacturers are purchasing this company’s “industrial” IoT, or IIoT, solution and seeing significant returns with an average Internal Rate of Return of 300%, which means payback in 4 months or less. Manufacturers aren’t the only ones recognizing this company; Cisco Systems and Mazak Corporation have formed alliances with it to conquer the IIoT opportunity. Why You Need to Read this Report Discover the Industrial Internet of Things (IIoT), and find out how big the long-term market opportunity could be – hint: not “billions” but “trillions”; Learn how manufacturing evolved from hand tools to big data on machine shop equipment; Unearth established technologies that will benefit from the next industrial revolution; We […] Militaries around the world see the utility of sending unmanned underwater vehicles on missions that typically require expensive resources and heavy manpower. water covers over 70% of the earth, yet we’ve explored less than 5% of seabeds due to the sea’s hostile environment, an environment better suited for machines than humans. The unmanned aerial vehicle (drone) market is expected to be cumulatively worth $91 billion over the next decade. Although military spending dominates the industry, the industrial and consumer markets are quickly adopting drones and have decades of growth ahead.
GDC Day 1: Virtual Reality Dominates
No Machine Left Behind
Dive Into This – Underwater Drones: A Market Easy to Fathom
CES Day 2 – We Kind of Failed You
PNG: Drones – From Air to Water
PNG: Drones – A Rising Market
Virtual Reality: It’s Real All Right