SecondAttempt
Thinks s/he gets paid by the post
I cringe when I hear those words but I wonder if the pandemic and its repercussions might actually make some things different.
Are there areas of life or business that people here think will change significantly over the long term that may lead to investment opportunities? I'll throw a couple of things out there.
1. I think remote work whether from home or people living far from their workplace is here to stay. My company and it's current CEO has long been opposed to most forms of remote work. But between sky rocketing house prices and other factors we are hemmoraging people and simply can't get people to come work for us. I understand similar things are happening all over the world. We now have several people working permanently all over the world and just about everyone can work from home. Not sure how to invest in this.
2. Lean manufacturing, just in time delivery. The current logistics issues, shipping delays, chip shortages, etc. have revealed the drawback of efficiencies that have been developed over decades. I think companies will back off from some of the "leanness" and build back in more buffer. Again, I'm not sure I have any specific investment ideas but I suspect that warehouses will become slightly more important again and manufacturing companies will incur more costs to keep more buffer.
3. People rethinking their lives. So many people are quitting their jobs and rethinking their lives right now. I know at least 20 people personally who have made major changes in their lives because of the pandemic. Again, no specific investment ideas but if the people I know are indicative, real estate in smaller towns might benefit.
4. Health care. Health care workers are extremely stressed and burned out. I think this will be a major headwind for hospitals, insurance companies, and so forth as they have to treat employees better and pay them more to survive.
Anyone have any other impacts that might be investable?
Are there areas of life or business that people here think will change significantly over the long term that may lead to investment opportunities? I'll throw a couple of things out there.
1. I think remote work whether from home or people living far from their workplace is here to stay. My company and it's current CEO has long been opposed to most forms of remote work. But between sky rocketing house prices and other factors we are hemmoraging people and simply can't get people to come work for us. I understand similar things are happening all over the world. We now have several people working permanently all over the world and just about everyone can work from home. Not sure how to invest in this.
2. Lean manufacturing, just in time delivery. The current logistics issues, shipping delays, chip shortages, etc. have revealed the drawback of efficiencies that have been developed over decades. I think companies will back off from some of the "leanness" and build back in more buffer. Again, I'm not sure I have any specific investment ideas but I suspect that warehouses will become slightly more important again and manufacturing companies will incur more costs to keep more buffer.
3. People rethinking their lives. So many people are quitting their jobs and rethinking their lives right now. I know at least 20 people personally who have made major changes in their lives because of the pandemic. Again, no specific investment ideas but if the people I know are indicative, real estate in smaller towns might benefit.
4. Health care. Health care workers are extremely stressed and burned out. I think this will be a major headwind for hospitals, insurance companies, and so forth as they have to treat employees better and pay them more to survive.
Anyone have any other impacts that might be investable?