Knowing this, the key question any savvy investor would ask is... What's the investment opportunity here? Today, I'd like to share two companies that could emerge as "under-the-radar" winners in this supply chain bottleneck. Supply Chain Winner No. 1: Etsy (Nasdaq: ETSY)The crafty online marketplace primarily connects buyers and sellers in the United States - offering 85 million items in its various retail categories. Knowing that you're buying an item from a mom-and-pop shop from Iowa with a three- or four-day lead time (instead of something coming from a container ship from China) could trigger more traffic leading into the holiday season. Supply Chain Winner No. 2: The RealReal (Nasdaq: REAL)The online marketplace for consigned luxury goods could see an uptick in consumer interest - as the combination of inflation and supply chain uncertainty could lead to more people looking for cheaper, preowned (but still verified) high-end products this holiday season. For instance, why pay $1,000 for a Burberry scarf when you can get a used one in great condition - and on time - for only $200? YOUR ACTION PLANBoth Etsy and The RealReal look like supply chain winners. And for less than $12 per share, The RealReal seems like a bargain. Both trades are under-the-radar supply chain winners heading into the holiday shopping season. P.S. Speaking of winners, Trade of the Day Plus members just hit a huge winner on Hertz warrants (OTC: HTZZW). If you're ready to "level up" and join Trade of the Day Plus, my next pick drops this Wednesday. Click here to get it emailed directly to you - in live video format! |
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