Travel (Camping World, Ticker: CWH)
If Airbnb was a public company, we would have invested in it already. Their motto of belonging to any destination near or far embodies Anthony Bourdain's way of living. But sadly, for us, the public market investors, we still have to wait for Airbnb. While we wait, let's take a look at Camping World. Anthony was an advocate of traveling as a means to experience the world. While there are many travel companies to choose from, traveling by means of camping is a trend on the rise through which people, especially younger people, are experiencing the world. A well-managed company that is now available in an undervalued price range; what's not to like?
Storytelling (Walt Disney, Ticker: DIS)
In the business of storytelling, no one comes close to Disney. Time and time again, Walt Disney studios take the kid in all of us to lands far far away. While the stock hasn't been performing as per our liking in the past few years, the recently launched sports streaming services is a step towards the right direction. Walt Disney is a well-managed company, operating in a growing market, worth owning by those of us that have the patience to buy and hold.
This is our way of celebrating the work and life of Anthony Bourdain, the man who inspired us to travel and tell stories. Thank you, Tony Bourdain! You were epic, and you will be missed!