Work From Home Stocks Soar
Strubel Investment Management’s commentary for the month of December 2021, discussing the soaring work from home stocks. Q3 2021 hedge fund letters, conferences and more Dear Investors, We haven’t made a lot of changes in our portfolio since COVID appeared. There are a few great reasons for that. The first reason is probably best illustrated with the following graphs, showing how hard it would have been to time the investment market as consumer behavior changed due to COVID. Work From Home StocksThe first graph shows the stock price chart of two favorite “stay at home/work from home” stocks fr...