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Market is inching higher, but there are pockets and individual sectors of the market that are showing strength and powering along with the recovery. But is the price rise due to being swept up by the overall rise of the markets or is there some oomph under the hood ?

It has been the theme lately to try and pick the stocks that may do well despite the current health situation or even benefit from it, hence naming them as 'pandemic plays'.

I have seen the strength of the gambling/betting stocks of late, they kept popping up in the strongest movers list every few days just like today:

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So I decided to take a look at the nuts and bolts. Quickly skipping through the multi-billion dollar usual suspects in the betting/wagering/gambling/punting scene, I narrowed my search down to two possible picks in the smaller end of town:

1. Pointsbet Holdings Ltd (PBH)

2. Betmakers Technology Group Ltd (BET)

Both are good to be put into this portfolio as they are each diversified in international markets such as Australia, USA and UK etc and they even collaborate with each other on certain deals:

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As PBH is nearly approaching $1bn market cap, I decided to buy the minnow BET which is still under $300M. So does it tick the boxes as a pandemic play ? Having a look at the latest announcement, BET is increasing it's revenues rapidly even in this environment, so it qualifies easily without me guessing the impact on the company, as per announcement:

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Open Portfolio:

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