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by a searcher
5yrs ago
from Temple University
in New York, USA
If anyone would like to learn about the IBISWorld COVID-19 Impact tool that looks at specifically these things (ability to sort industries most/least impacted by social distancing, WFH shifts, and supply chain impacts), happy to set-up a call - just shoot me a message!
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by a searcher
5yrs ago
from Harvard University
in Boston, MA, USA
Short term - I think we will continue to see social distancing and lower demand for broad travel (>3 hour drive or a flight). Long term - I'm very bullish on travel and hospitality and I think the trends we're seeing now, folks escaping to places within diving distance of them, are great signs for long term recovery. I look at places reliant on tourism like Florida, Hawaii, national parks and think there could be an interesting opportunity in these areas for someone with patient capital. Travel isn't dead and once things look clearer on the health front, I believe you'll see a lot of pent up demand unleashed. On another note, COVID provides another opportunity in the cleaning services space in travel, tourism and everyday transit (bus/subway/airports).