It seems to me that businesses that enable people to get things done without leaving home are doing very well. Examples include: Amazon (shopping); Facebook, and Twitter (Social Connections); Grubhub (eating out); and Netflix (entertainment). I may start an account devoted to this theme and invest accordingly.
Disclosure: We have positions in Amazon, Facebook, Grubhub and Netflix at the time of this posting.
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This is not financial or investing advice. Please consult a professional advisor.
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