[aaggarwal]

I see these articles every now and then over last 5-10 years, but as someone who has followed/worked around this industry in the past, I can tell you that there is enough demand, supply and capital for this industry and it is not going anywhere.

All of these companies are EBDITA profitable with decent margins and the net loss is them reinvesting in marketing, product and M&A (from their earnings reports). As the effects of covid wanes, their profits are going to go up very quickly which will be seen over the next year.