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Gavin Baker – Investing Through a Bear Market - [Invest Like the Best, EP.167]
Invest Like the Best with Patrick O'Shaughnessy
Is Ecommerce Going to Be the Biggest Beneficiary of the Recession?
The world is changing rapidly in real time. E commerce is going to structurally shift upwards as a percentage of retail sales. I think where i have been focusing actually on both physical, omni channel retailers and quick service restaurants. The companies that are going to benefit the most from this are the companies where their competitors go bankrupt. And then i put that back together with thinking about what happens when the world begins to re start....
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