π§ Daily Routine Investing Framework
βWe invest in what powers our day."
π From 6 AM to 10 PM β What Happens in a Day?
Each part of the day reveals hidden investment opportunities based on time spent, necessity, and repeat usage.
βΈ»
π Morning Essentials
Key Needs: Hydration, hygiene, energy
β’ Water & Utilities: Clean water, shower, electricity (β Utilities sector)
β’ Toiletries & FMCG: Toothpaste, soap, shampoo (β Consumer Staples: Unilever, P&G, Colgate)
β’ Coffee/Tea: NescafΓ©, Starbucks, local brands (β Food & Beverage)
βΈ»
π¦ Commute & Mobility
Key Needs: Transportation, navigation, fuel, time efficiency
β’ Public Transport: Metro, bus (β Infrastructure & government projects)
β’ Ride-hailing: Uber, Grab, Didi (β Tech / Mobility)
β’ Cars & Fuel: Toyota, Shell, EVs like Tesla or BYD (β Automotive, Energy)
β’ Mapping: Google Maps, Apple Maps (β Big Tech, Ad Platforms)
βΈ»
πΌ Workplace Tech Stack
Key Needs: Software, authentication, hardware
β’ Login & Access: HID Global, Biometric tech (β Security & Hardware)
β’ Software Ecosystem:
β’ Microsoft (Excel, Teams, Outlook, PowerPoint)
β’ Google Workspace (Docs, Sheets, Drive)
β’ Zoom, Slack, Notion (β SaaS / Enterprise Software)
β’ Cloud & Data: AWS, Azure, Oracle, MongoDB (β Cloud & Infra)
β’ Cybersecurity: CrowdStrike, Palo Alto Networks (β InfoSec)
βΈ»
β Breaks, Social, Connectivity
Key Needs: Refresh, connect, socialize
β’ Coffee Outlets: Starbucks, Costa Coffee (β F&B Chains)
β’ Telco Providers: Singtel, Verizon, Reliance Jio, AT&T (β Telecom)
β’ Smartphones: Apple, Samsung (β Consumer Electronics)
β’ Social Apps: WhatsApp, Instagram, TikTok, YouTube (β Tech Giants)
β’ Content Platforms: Netflix, Spotify (β Entertainment Tech)
βΈ»
π Midday β Food, Errands, Shopping
Key Needs: Food, household, quick errands
β’ Food Delivery: DoorDash, GrabFood, Swiggy (β Foodtech)
β’ Grocery: Walmart, Costco, Shopee, Amazon (β Retail & Ecommerce)
β’ Payment Platforms: Visa, Mastercard, PayPal (β Fintech)
βΈ»
π Evening β Health, Relaxation, Comfort
Key Needs: Fitness, family, home setup
β’ Fitness & Wellness: Nike, Peloton, Fitbit, Lululemon (β Consumer Health)
β’ Furniture, Home: IKEA, Home Depot (β Real Estate Retail)
β’ Home Electronics: Dyson, LG, Samsung (β Appliances)
β’ Aircon, Power: Daikin, Carrier, Schneider Electric (β Energy Tech)
βΈ»
π Night β Entertainment & Rest
Key Needs: Downtime, sleep, comfort
β’ Streaming: Netflix, Disney+, YouTube (β Media & Entertainment)
β’ Sleep Tech: Smart beds, air purifiers, cooling systems (β Home Tech)
βΈ»
π§© Global Common Denominators (Stocks with Ubiquity Potential)
Companies that dominate multiple routines globally:
β’ Apple β Phones, Payments, Ecosystem
β’ Google (Alphabet) β Search, Maps, YouTube
β’ Microsoft β Enterprise Software
β’ Amazon β E-commerce, Cloud
β’ NestlΓ© β Food, Beverage
β’ Procter & Gamble β Daily consumer products
βΈ»
π‘ Key Investing Insight:
If you, your neighbors, and millions globally rely on a product dailyβits parent company likely has a moat, cash flow, and growth potential.
Modify on 2025-07-10 21:57
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- Kristina_Β·07-11TOPThis is exactly how I think about investing β tech that powers our everyday life. Apple, MSFT, Teslaβ¦ all in my watchlist and my home. πππ»1Report
- AL_IshanΒ·07-11TOPLove this breakdown! Feels like a cheat sheet for building a meme-proof portfolio. Just need to sprinkle in a little $GME for fun ππ±π1Report
- JimmyHuaΒ·07-11TOPReally appreciate this kind of practical framework. Investing in daily-use giants with moats just makes long-term sense. ππ1Report
