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Thalassa Capital operations during the COVID19 pandemic

In these times  of heightened logistical and human risk due to the insidious COVID-19 virus, THALASSA CAPITAL has kept full operational continuity.  Our ability to access and process market information has remained unchanged since the beginning of the crisis. Also, during the most volatile times of market action, we were able to execute trades timely and without technical glitches.

THALASSA CAPITAL kept lines of communication open with clients, hosting personal calls with interested parties to discuss the unsettling market dynamics and to review asset allocations.

Our two offices in Bend, Oregon and Malibu, California have remained open but due to social distancing regulations stopped accepting clients meeting until such guidelines will be lifted by State officials.

Please check back soon for updates on our firm’s operations.


THALASSA CAPITAL speaking at the AAII Los Angeles Chapter

Davide Accomazzo, CIO of THALASSA CAPITAL, will be presenting  to the Los Angeles Chapter of the American Association of Individual Investors on the art of asset allocation.

Location: Skirball Center
Date: July 15th. 2017

Some of the topics discussed:


  • Why the asset allocation process is the most important decision
  • Insights and limitations of Modern Portfolio Theory
  • How to Invest in a Post Modern Portfolio Theory Universe 

To know more please go to the event’s agenda

Market Faith a new book by THALASSA CAPITAL’s CIO Davide Accomazzo

“Market Faith: a manual about understanding investments and managing market fear.”

As Davide puts it: "...If knowledge is power then a deeper understanding of what we want and what we become when we engage in the markets along with a clearer picture of what we are up against, will go a long way toward improving people's performance....."

Please feel free to call us should you want to discuss the book with the author.

The book is also available on Amazon

Browse the book on Amazon




THALASSA CAPITAL Attends “The Next Billion” Hi-Tech Conference in San Francisco


The Next Billion conference in San Francisco on October 13th represented a unique opportunity to explore new dynamics in the evolving universe of mobile connectivity and how such technology impacts the global information society and economy.

In light of THALASSA Capital’s investment involvement in the transformational sector of the Internet of Things (IoT), we decided to attend the conference and to spend an additional day in Silicon Valley to investigate and discover the new trends.

The line-up at The Next Billion was rather impressive, ranging, among others, from Allen Blue, co-founder of Linkedin to Matt Grob, CTO of Qualcomm.

In fact, it was Matt Grob that shed some interesting facts that may directly affect our IoT portfolio.  Mr. Grob gave a detailed presentation of 5G technology for mobile devices.  In his words, 5G will connect everything and at a much lower cost per unit than current technologies; indeed, trillions of devices could be connected at reasonable costs. The power of 5G will allow for virtual and augmented reality to merge efficiently into phones and will create significant opportunities for new apps and new consumer solutions.  Mr. Grob indicated a few examples in the automotive sector like vehicle to vehicle communication which should result in much higher safety.  Health care is another sector than could expand efficiencies rapidly thanks to the new technology.

The challenges 5G engineers have been working on center on design and durability, as this technology was intended to have a 10 year plus life span. Different companies have also been working on developing common standards within one integrated system.  Cybersecurity, as expected, was also mentioned as a major key in allowing a smooth roll-out of the new technology.  Such deployment is expected in the 2018-2019 period.

Outside of 5G, the leading theme that seemed to have marked most conversations – in and out of the public stage – was “machine learning.”  The acceleration of IoT as a functional and encompassing technology seems to be closely linked to the ability of the machines to not only gather information and provide a platform for analysis but to develop their own learning process.  This dynamic should turbo-charge the efficiency or connectivity and provide faster process improvements in all sectors and at all levels.

Additional interesting comments were made by Benedict Evans, partner at Andreessen Horowitz.  As he defined technology as outgrowing itself while it becomes a transformational force for other industries, he stated that the “channel is the product.”  While such declaration might sound a bit obsessively tech centric, it does carry quite a bit of truth.  As we see platforms such as Google or Facebook becoming more and more intrinsically tied with our own reality, we can only agree that the channel is indeed the product.  This realization has profound implications in terms of future investing paradigms and how we, as investors, should review and analyze new opportunities.