Tuesday, December 19, 2017

Market Musings

Did you ever take a good look at your trash and conclude you were looking at an investment idea? The other DrC loves buying online. I notice boxes with the Amazon swoosh piling up in my garage, and remember what I've read about the inroads Amazon and its online competitors have made into retailing.

Seems to me investing in firms that make cardboard boxes and other packing materials could make sense. Amazon and its competitors have to buy their materials somewhere, likely from a firm that specializes.

What I've not checked is whether there are any so-called "pure plays." Maybe the box manufacturers are just big paper companies and it isn't a big part of their business. Caveat: I am no investment advisor nor did I teach finance.