People spent considerable time on the internet last year, thanks to stay-at-home restrictions necessitated by the COVID-19 pandemic. This trend is expected to continue for the foreseeable future, in-part due to its convenience. The rapid spread of the COVID-19 Delta variant across several parts of the world should also foster increasing demand for internet content and information. The global digital content market is expected to grow at a 14% CAGR between 2021- 2025
So, we think it could be wise to bet now on fundamentally sound internet content and information stocks Shutterstock, Inc. (SSTK) and Perion Network Ltd. (PERI).