Key insights
- The post explores sectors and companies that could thrive during a pandemic, excluding biotech. Key characteristics include pricing power, resilient revenue streams, low supply chain dependency, and deepening customer relationships under stress. The analysis aims to identify investment opportunities that are robust to pandemic-like market challenges, potentially overlapping with other global events.
Trying to model a pandemic scenario. Looking for input on sectors or specific companies that have the characteristics to not only survive but grow in that environment.
Not really interested in biotech.
I have some basic guidelines like pricing power independent of foot traffic, revenue that holds thru behavioral shifts/cycles, low physical supply chain dependency, and a customer relationship that deepens under stress.
I know im missing quite a bit but I'm looking at expanding outside of retail. Idk if or when there will be another pandemic, but I think it's worth looking into since it presents the market with a set of challenges that overlap other global events.
Any names or sectors anyone can point me to?