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Clean
- Environmental, Social, and Governance (ESG) continues to gain traction in the world today
- The electric vehicle movement is growing in popularity and is supported by regulation
- Sir Robert Baden-Powell said, “try to leave this world a little better than you found it.”
Healthcare
- The end consumer demands change in the marketplace (i.e. cost transparency, consistency, and containment)
- The population is continuing to age resulting in an increase in the dollars driven towards this industry
- Demand continues for insurance expansion
Food
- The industry is defensible given the potential turbulent future ahead (i.e. inflation, interest rates, and corrections)
- The pandemic has pulled through demand for the domestic pet food industry resulting in both immediate and future growth opportunities
- I grew up in the food industry so I understand the players and nuances
Niche
- A niche industry can become a nascent industry
- With the correct value proposition, a company in a niche industry can expand into tangential markets resulting in an expansion of market opportunity
- Consumer interests are becoming ingrained and it is easier to find your tribe as everyone becomes more accessible
