Performance history will appear here as tracked data accumulates.
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MTCH LongPerformance +5.87%Current weight 28.51%
Description Most direct listed proxy because the post explicitly highlights Tinder’s pivot toward in-person events and experiences. Match Group is the clearest public beneficiary if dating apps increasingly facilitate offline connection.
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LYV LongPerformance +18.07%Current weight 27.25%
Description Live Nation is a direct public-market expression of the thesis that IRL events, nightlife-adjacent experiences, and community gathering are gaining value. It monetizes concerts, venues, ticketing, and event demand at scale.
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BKNG LongPerformance -8.30%Current weight 14.11%
Description The post mentions group trips and travel-based social connection. Booking is a strong listed proxy for rising experiential travel and real-world meetup behavior, especially among younger consumers organizing trips and events.
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YELP LongPerformance -11.65%Current weight 8.50%
Description Hyperlocal nightlife, restaurants, and social venues are central to the IRL connection economy described in the post. Yelp benefits from discovery and demand routing toward local in-person venues and activities.
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CMG LongPerformance +1.04%Current weight 7.77%
Description Casual dining is a practical beneficiary of more in-person social meetups, friend dinners, and low-friction community gatherings. Chipotle is a liquid, consumer-facing proxy for recurring offline meetups among younger demographics.
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MAR LongPerformance -3.30%Current weight 6.51%
Description Marriott adds lodging and group-travel exposure to the thesis. It benefits when consumers increasingly pay for experiences, trips, and event-linked travel as part of the broader IRL connection economy.
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SBUX LongPerformance +9.09%Current weight 7.34%
Description Coffee shops remain one of the most common venues for first dates, community meetups, and casual social connection. Starbucks is a simple listed proxy for increased offline meeting frequency.