“Picks and Shovels” strategy

During the Gold Rush, most would-be miners lost money, but people who sold them picks, shovels, tents, and blue jeans (Levi Strauss) made a nice profit. Today, you can look for non-Internet companies that indirectly benefit from Internet traffic (package delivery is an obvious example)

Lynch, Peter. One Up On Wall Street: How To Use What You Already Know To Make Money