The Human Reset
Shayak Roy@shayak28
The idea
I believe the more AI takes over work and screens, the more people will pay to log off and spend time with others in real places. So this basket owns the companies that get paid when that happens: travel and resorts, concerts and live sports, gyms and fitness, hobbies, and outdoor gear, spread across five groups with steady large names carrying the most weight. It is built for a slow, multi year shift, not a quick trade, and it keeps some cash on hand to add more if leisure stocks get cheaper when the economy slows.
What will be bought
- Trips are how people spend the most money to step away from their daily routines and their devices, staying in hotels, booking rooms and taking cruises to real destinations. · Booking HoldingsIt processes hotel bookings and trip reservations for millions of people, taking a share each time someone books a getaway to escape their routine., Royal Caribbean GroupIt operates cruise ships that take vacationers unplugged onto the ocean for days, one of the most complete ways people disconnect from routines and screens., AirbnbIt books short-term stays at houses and apartments when people travel with friends and family to experience real places away from home., Hilton WorldwideIt earns fees on leisure hotel stays without owning the buildings, providing steady exposure to the growth of people traveling for getaways.23%
- Concerts, fights, races and shows are experiences people gather for in person, and AI cannot replicate the feeling of being in a room with thousands of others. · Live Nation EntertainmentIt sells tickets to and operates venues for concerts, the purest form of gathering in person to experience live sound and thousands of other people., TKO Group HoldingsIt owns the UFC and WWE, live events where crowds gather to watch fighters and performers in person or gather at home to watch together., Formula One Group (Liberty Media)It operates Formula One races that have become destinations fans travel to attend live, with cities and sponsors competing to host race weekends., Sphere EntertainmentIt operates the Sphere in Las Vegas, a venue betting that people will pay premium prices to see shows and experiences in person they cannot get at home.20%
- Gyms and athletic wear are purchased when people choose to spend time strengthening their bodies in community with others rather than alone with screens. · Planet FitnessIt operates affordable gyms in nearly every town, so membership growth directly reflects people choosing a physical space and community over staying home., Life Time GroupIt runs high-end athletic clubs with gyms, pools and group classes, offering members a place to work out, swim and socialize under one roof., On HoldingIt makes running shoes worn by people who exercise in groups and meet up for runs, one of the easiest ways to stay active with others in person., Lululemon AthleticaIt makes athletic apparel for yoga classes, gym sessions and running, clothing people wear when they choose to exercise in studios and with others.20%
- Board games, card games, golf and bowling are hands-on activities played face to face across tables and greens, where phones stay in pockets. · HasbroIt owns Magic: The Gathering and board games played across tables, hobbies that require people to be face to face and fully present., Acushnet HoldingsIt makes Titleist golf balls and clubs, gear for a sport played over four hours outside with friends while phones stay mostly unused., Lucky Strike EntertainmentIt runs bowling centers where friends and groups gather for an affordable night out, a classic indoor activity played together face to face.14%
- Ski passes, hiking clothes, camping gear and coolers are how people equip themselves to unplug completely and spend days outside with friends and family. · Vail ResortsIt owns ski mountains and sells season passes that give people days outside in winter with friends, unplugged and moving in fresh air., YETI HoldingsIt makes coolers and outdoor gear for camping trips, tailgates and days spent outside with other people gathering around shared experiences., Columbia SportswearIt makes hiking and outdoor clothing for everyday people, gear worn when families and friends head outside for time together in nature.12%
- Cash11%