How are you guys navigating this covid world? It has been very fun to见alphathat can be generated from some of the covid disruptor/disrupted themes and how quickly they are playing out. Below are some themes from covid. Would love to hear anything else you guys are seeing in terms of themes. I just wanted to have a discussion on how you think the world will change post covid and how permanent some of the drivers for these trades may be.
房屋建筑商 - 飞往郊区的飞行，从千禧一代寻求更多的空间，在底层供应动态上寻找更多的空间 - 整个价值链和辅助行业（例如家具等）都认为这种趋势会有一些腿，但您可以轻松地对立，如果您可以对应着。消费者就业保持较高，政府钱叶等。
WFH - obviously the Zooms of the world, tech beneficiaries
Indoors entertainment - Video games, streaming etc.
在户外——疯狂的户外trade really work - RV's, Powersports etc.
Safety/Security - Riots/protesting and crimes spikes in major metros = Guns, security systems etc
Teladoc - Here to stay, my father works at a large health insurer, this trend isn't going away
电子商务 - 显然，电子商务已经加速了，由于共同，很可能是永久性的转变。显而易见的受益人是电子商务重新者等，但也是工业REITs, Fedex etc.
Grocery/Packaged foods - self-explanatory, eating out less, eating in more.
Food delivery - Mom and pop restaurants shutting down in mass numbers - 14% of CA restaurants are gone permanently. Clearly food delivery is a great way to play it, but also restaurants that will take share from these closures and have the resources to push a takeout/digital offering. Chipotle has been great here.
Sports betting/I-gaming - Not really a covid theme and getting to be a little crazy at this point from the hype angle but i-gaming obviously
Then on the short side you can basically think about the opposite of these themes and you get the obvious brick and mortar retailers, travel. OfficeREITs- will people work in offices again.
I will come back and add to this. It's late on a Sunday and lost my momentum.
Comments (1)
Beatae nam quaerat eius. Odit quia ipsum id ducimus iste cum autem. Ad quod non et.
Doloremque ut porro est nihil et quaerat. Dicta omnis quia sunt mollitia expedita. Minus perferendis et temporibus debitis sint eos voluptatem. Eum dignissimos repellendus sequi cupiditate non. Est molestias natus accusantium magni sapiente ut. Eligendi voluptatem placeat et architecto deleniti.
Quia sequi ipsa unde dolorem. Necessitatibus magnam architecto voluptates qui aspernatur porro. Non libero eveniet beatae ut.
Necessitatibus dolore expedita delectus quae quisquam sunt. Quos eligendi repudiandae omnis dignissimos sunt. Quis libero dolorem minima ducimus velit. Nesciunt natus quo animi consequatur. Nisi incidunt sunt et voluptatem.
See All Comments - 100% Free
WSO取决于每个人都知道某事时能够参与进来。解锁您的电子邮件并获得奖金：6 financial modeling lessons free($199 value)
orWant toUnlockby signing in with your social account?