By now, everyone has resigned themselves to the fact that COVID-19 is here to stay.
The coronavirus has proven to be extremely tough to eradicate, and its highly infectious nature means there is always the danger that another explosion in cases may occur in the future.
As investors, we have to be mindful of changes in the business environment that may impact our investments.
An assessment of our investment thesis for each company is necessary to ensure we do not end up owning lemons.
COVID-19 has introduced us to a whole plethora of changes in how we work, commute and go about our lives.
Some of these changes may be temporary, while others are likely to be permanent.
One thing’s for sure, though.
We will have to adapt to a new normal once this whole crisis is over.
