I think this is possibly a bit of a predictable trend: A lot of people have been largely unable to travel for two years, many unable or unwilling to venture ou

I think this is possibly a bit of a predictable trend: A lot of people have been largely unable to travel for two years, many unable or unwilling to venture outdoors much at all. Industries that offer experiences (travel, concerts, etc.) are going to boom over the next couple of years whereas industries tied to being stuck at home are going to contract quite a bit. The hard part is as usual picking the winners.