Public spaces. Shared spaces. Work spaces. Home spaces. Pretty much every space, even nature or the outdoors.
Sheltering: A lot of these have had big runs but they look like the new normal–
Amazon (AMZN) home shopping king, plus video and alexa
Netflix (NFLX) home watching king
Disney (DIS) owns a lot of media such as Marvel, Lucas, etc. for streaming
Spotify (SPOT) music streaming king
Sony (SNE) video games, TVs
Nintendo (NTDOY) video games
Distancing: people want to be outside, remember that place? Also, home gyms
Camping World (CWH) sells a lot of outdoor gear
Big 5 Sporting Goods (BGFV) ditto
Dicks Sporting Goods (DKS) double ditto
Shielding: things that block air
3M (MMM) mask king and tape maker
Dow (DOW) maker of acrylics (the clear plastic glass), one of many that could benefit from plexiglass between tables, cash registers and customers and even more places (like cubicles and offices)
Treating: Big pharma, sorted by revenue –
- Novartis (NVS) — $47.45 billion.
- Merck (MRK) — $46.84 billion.
- GlaxoSmithKline (GSK) — $43.54 billion.
- Johnson & Johnson (JNJ) — $42.1 billion.
- AbbVie (ABBV) — $33.27 billion.
- Sanofi (SNY) — $27.77 billion.
- Bristol-Myers Squibb (BMY) — $26.15 billion.
- AstraZeneca (AZN) — $23.57 billion.
Preventing: cleaners and sanitizers
Proctor & Gamble (PG)
Johnson & Johnson (JNJ)
Home office/work from home: a large percentage of info workers may end up working at home
Slack (WORK) remote teams
Docusign (DOCU) digital signing
Crowdstrike (CRWD) endpoint security networking
Cloudflare (NET) bandwidth on demand
Zoom (ZM) conferencing (maybe overhyped)
Comcast (CMSCA) broadband provider
Charter (CHTR) broadband provider
CenturyLink (CTL) broadband provider
The overall impression I have after looking at all of these is that there are several new and better solutions to come that address many of these sectors. A lot of these stocks look overpriced and frothy.
The real action, to me, looks like in private companies …
Companies that re-draw the lines. Remake the rules. Reimagine services and solutions.
As you know, I am working on one, a new way to do real estate that is mostly virtual and digital, mostly contactless, Ditto
. It takes aim at the $90 billion real estate market here in the US. We began building it before the pandemic and the timing seems to be good.
For accredited investors you can contact me for our plans. We are currently in discussion with investors globally.
welcome to the new world…
regards and stay well,