May. 28 at 2:24 PM
$LAKE $APT Here's my counterpoint - all of the PPE that was purchased during the Covid years is expired. Governments are mandated to toss it all after this long. In the event there is a pandemic threat higher than now, every government in the world has to mass buy PPE for hospitals, airports, border controls etc. Additionally, consumers have tossed all their PPE. If Ebola gets into the wild to the point where people are concerned about it, they will also start buying PPE. These businesses are sleepy until they aren't and previous pandemic incidents shows they can make massive moves. Given that we are in a very bubbly market, there is a ton of money that will chase these when a news incident happens. Look at
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