What are some news headlines/longer-run trends that motivate your stock picks?


I saw egg headlines a while back and bought $CALM and that turned out to work out very well for me; my other picks are excess mortality post-COVID in buying $SCI; as well as cloud ($IRM), cybersecurity/digitalization ($BAH, $LDOS, $AMT), population growth in Florida ($NEE) and growing passive investing ($MSCI).

I realized I missed a big one of China releasing zero-COVID ($MCLO, $YUMC) so I'm curious what news headlines and/or trends this subreddit is following and the stock picks that originate from that


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