The Investment Upside of COVID-19

By Alexander Green We’ve all heard ad nauseam about the health crisis and economic crisis that is COVID-19.
This hurt brick-and-mortar retailers, for-profit schools, travel companies and movie theaters, while simultaneously boosting sales and earnings for e-commerce leaders (like Amazon), remote learning companies (like Chegg), teleconferencing firms (like Zoom) and digital entertainment providers (like Netflix).
Virtually every company has increased its transition to digitalization over the last few months. That reduces costs, raises margins and increases profits.
But there is an enormous opportunity in the pandemic, upside that many investors – thanks to relentless downbeat news coverage – still don’t recognize.
We all know the big negatives…
In …read more

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