New theme alert! We just added The Student Economy to our platform. This captures companies thriving in student spending, education, housing, and tech.
Don't you think that Students are the ultimate test market? They are your early adopters, trendsetters, and hyper-connected consumers who spend on what matters. They touch on different points like education, housing, tech, lifestyle - you name it. if a brand isn’t part of their ecosystem now, it’s missing out on decades of loyalty.
What's inside the Student Economy Theme?
- Education & EdTech: Coursera, Stadio Holdings, AdvTech Group, and Curro Holdings are turning education into a flexible, digital-first experience. Higher education is only getting pricier, making accessible alternatives a booming business.
- Student Housing: Investors are cashing in in on high-demand student rentals, property ETFs, and stacking their portfolios with properties that guarantee steady occupancy. Universities give out degrees, but private companies are the ones housing the future workforce.
- Retail & Lifestyle: Students might live on a budget, but they spend where it counts like Shoprite and TFG. Everyone be honest here - McDonald’s and Starbucks are basically study hall extensions.
- Tech & Services: Students live and breathe online. Apple is their gateway to the world. Meta keeps them connected. Netflix fuels their late-night binge sessions. Uber is their ride to class (or the party). PayPal makes sure everyone’s covered on split bills. We can go on and on.
The student economy isn’t some side hustle
It’s a core driver of consumer spending. The companies embedded in student life now might just be the ones running the game for years to come. Do you think it's time to get in early? Check out the rest of the investing themes here.
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