The covid-19 pandemic, a defining moment in history has impacted buying habits and has changed the dynamics on how we shop. E-commerce has been a big beneficiary of this change in habits evidenced in the revenue growth of major players like Amazon ($AMZN) and Alibaba ($BABA). I believe majority of these habits are here to stay and e-commerce can only get bigger from here. I am currently invested in $JD, $BABA, $SE as well as $MELI.

These companies have been growing their businesses constantly, and I plan to keep adding to them as I have strong conviction about their growth over the next couple of years.