The work-from-home trade has been one of the single biggest rotations of money I've personally witnessed in my years of investing. The pandemic is obviously an unspeakable human tragedy and has altered the way of life for just about every person on the planet. This has had an immense impact on the way people shop as well, with winners and losers having been sorted out in the past several months.

One winner has certainly been Wayfair (W), whose shares are up more than 1,300% since the March bottom, as you can see below.

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