The question I've been asking regardless of valuation with all of these businesses is

is this fundamentally a better business now than it was then?

And just ignore the roller coaster that the share prices have been on here over the

last couple of years.

And just ask yourself that very basic question, is this fundamentally a better business

now than it was then?

I'm Chris Hill and that's Motley Fool Senior Analyst Jason Moser.

Today we're revisiting five stay-at-home stocks that soar during the pandemic and have

since fallen back to Earth.

Jason and Matt Frankl discussed the beaten-down stocks that still have some tailwinds and

some lessons from the pandemic for investors moving forward.

We're going to talk today, Matt, about themes.

Investors love themes, right?

They help tie things together.

They can often help us visualize the potential that companies may have.

In one theme we've talked a lot about here over the past couple of years, of course, is

stay-at-home stocks.

For example, I'm sure a lot of people are familiar with now.

There were a number of companies that really took off here over the past couple of years,

thanks to their business models and the conveniences that they afforded us as consumers.

Now, you've asked forward today, we've seen things more or less come full circle, haven't

we?

...