Nothing on obesity and diabetes? And are you invested in cybersecurity by any chance? If so, how did you learn about it? It's such an interesting but also complex industry.
fantastic list! I have all of these for my thematic investing:
1. cybersecurity: world is becoming more digitalize and companies are more likely to cut workers than cybersecurity costs because of reputational hit.
2. Petcare: the family formation is dissolving across the globe. less people are getting married, having children. Pet spend has increased and pets have overtaken children in the home. (The SHEeconomy)
3. Online Gambling: close to 50% of Gen Z males are not actively looking to get married. They need to find a dopamine stimulus. Additionally, wealth and owning a home is getting farther out of touch. The only way to make wealth in the eyes of the younger generation is through crypto, robinhood meme investing, crazy parlay in sports betting.
4. Powergrid and electrification of the US. The power grid is overdue for an update. I beleive the WSJ wrote something that 55% of the transformers in the US are over 30 years old. This is a national security risk as well as the boom in EV and Data centers require high power.
I agree with cybersecurity; but what about personalized healthcare, Robotics, AI, energy storage,… Those are all bound to grow faster 😊.Betting platforms could become more controversial in the future so also not without risks.
Yo, this was super interesting! I've been following the online gambling boom since a few states legalized it near me. The growth rate you mentioned—25% CAGR—is insane! I've tried a couple of betting apps and can see why it's addictive, lol.
What's your take on the ethical side of investing in this industry? I'm torn between the potential returns and the social impact, so I'd love to hear your perspective.
Hey, great read on these long-term trends! I'm particularly hooked on the cybersecurity part since I've had a close call with a data breach at work last year. It's scary how fast threats are evolving. I'm curious about the stocks you mentioned like CrowdStrike—seems promising but a bit risky.
How do you weigh the growth potential versus the volatility in this space? I'd love to get your thoughts on balancing that in a portfolio.
It is true, the company could have made the list. I did highlight it elsewhere as a potentially interesting stock, especially given its rapidly growing cybersecurity segment. However, I felt it was more prudent to wait for clearer signs of sustained growth acceleration before fully supporting the investment thesis. That is why I chose not to include it in this article, even though it was certainly a candidate
Wow, I had no idea pet care was such a booming industry! I've got two dogs myself, and yeah, I spend a ton on their food and vet bills. It makes total sense why this trend is sticking around. Freshpet caught my eye since I'm all about natural food for my pups.
Have you looked into any smaller companies in this space that might be under the radar? I'm always on the hunt for hidden gems.
Nothing on obesity and diabetes? And are you invested in cybersecurity by any chance? If so, how did you learn about it? It's such an interesting but also complex industry.
The goal was not to have an exhaustive list of secular trends but of course obesity and diabetes could be on this list! Maybe in a future article
And yes I am invested in cybersecurity. I often work for IT services so it helps to understand IT architecture
Do you like your tech hot, fast, and full of GPUs? Same. Subscribe for Nvidia goodness or drop a ‘YES’ and I’ll deliver the data.
fantastic list! I have all of these for my thematic investing:
1. cybersecurity: world is becoming more digitalize and companies are more likely to cut workers than cybersecurity costs because of reputational hit.
2. Petcare: the family formation is dissolving across the globe. less people are getting married, having children. Pet spend has increased and pets have overtaken children in the home. (The SHEeconomy)
3. Online Gambling: close to 50% of Gen Z males are not actively looking to get married. They need to find a dopamine stimulus. Additionally, wealth and owning a home is getting farther out of touch. The only way to make wealth in the eyes of the younger generation is through crypto, robinhood meme investing, crazy parlay in sports betting.
4. Powergrid and electrification of the US. The power grid is overdue for an update. I beleive the WSJ wrote something that 55% of the transformers in the US are over 30 years old. This is a national security risk as well as the boom in EV and Data centers require high power.
Thanks for the insights
I agree with cybersecurity; but what about personalized healthcare, Robotics, AI, energy storage,… Those are all bound to grow faster 😊.Betting platforms could become more controversial in the future so also not without risks.
Of course! I think it will be a series of articles. I highlighted 4 secular trends but there are a lot!
It is not an exhaustive list.
Thanks for the additions
Yo, this was super interesting! I've been following the online gambling boom since a few states legalized it near me. The growth rate you mentioned—25% CAGR—is insane! I've tried a couple of betting apps and can see why it's addictive, lol.
What's your take on the ethical side of investing in this industry? I'm torn between the potential returns and the social impact, so I'd love to hear your perspective.
I was saying that the question was interesting and linked to the “sin stock” theme. Where is the line?
For example, food industry is the biggest killer in the world with diabetes, cardiovascular increased risk and so on
I have no problem investing in gaming companies but it is different for each investor!
Hey, great read on these long-term trends! I'm particularly hooked on the cybersecurity part since I've had a close call with a data breach at work last year. It's scary how fast threats are evolving. I'm curious about the stocks you mentioned like CrowdStrike—seems promising but a bit risky.
How do you weigh the growth potential versus the volatility in this space? I'd love to get your thoughts on balancing that in a portfolio.
This sector is very volatile so I focus mainly on the alpha and use the beta to identify compelling buy zones!
Not you mentionned earlier AKAM?
It is true, the company could have made the list. I did highlight it elsewhere as a potentially interesting stock, especially given its rapidly growing cybersecurity segment. However, I felt it was more prudent to wait for clearer signs of sustained growth acceleration before fully supporting the investment thesis. That is why I chose not to include it in this article, even though it was certainly a candidate
I understand. Thank you very much for your response and all your work.
My pleasure! Thank you for your support!
Trying to reach out to you can you message me please
Wow, I had no idea pet care was such a booming industry! I've got two dogs myself, and yeah, I spend a ton on their food and vet bills. It makes total sense why this trend is sticking around. Freshpet caught my eye since I'm all about natural food for my pups.
Have you looked into any smaller companies in this space that might be under the radar? I'm always on the hunt for hidden gems.
https://qualitystocks.substack.com/p/tier-list-animal-health?utm_source=publication-search
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