This was supposed to be the post I did on the updated 2025 Becky basket. The issue is, there’s a non zero chance that we might be seeing a new global pandemic, H5N1, which has been affecting various cow herds, notably in California. A few of the aging basket will benefit from a newish virus that freaks out the healthcare community. I thought it was more timely to move this basket forward and the Becky basket into December.
The idea with this basket is we’re focused on companies that will see increased earnings power due to the aging population. From eye care, to nursing homes, to skilled nurses, and rent seeking bloodsucking contractors, let jump right in.
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