Month: December 2020

McKesson: Amazon Will Not Throw This Drug Railroad Off The Tracks – Ep 107

Amazon.com has announced an online pharmacy offering. How big of a punch could this be to drug distributors McKesson, Cardinal Health and AmerisourceBergen? In this podcast, Vitaliy takes you through why he believes these businesses will be resilient...

Interview with Jim Campbell – Part 2 – Ep 106

In Part 2 of his interview with Jim Campbell, Vitaliy and Jim take a deep dive into assessing company management, nuanced thinking, and writing. To explore this, they examine the career of Masayoshi Son, the CEO of Softbank, in which Vitaliy's firm,...

Amazon Pharmacy vs The Market & Distributors – Ep 105

In this interview with Andrew Kleuss on Investors Hub, Vitaliy makes the case that concerns over Amazon's entry into the pharmaceuticals business are probably overblown. To parse this problem, Vitaliy differentiates between pharmacies and drug...

McKesson Amazon Will Not Throw This Drug Railroad Off The Tracks

McKesson: Amazon Will Not Throw This Drug Railroad Off The Tracks

Amazon.com has announced an online pharmacy offering. How big of a punch could this be to drug distributors McKesson, Cardinal Health and AmerisourceBergen?

These Simple Tips Can Make You a Better Investor – Ep 104

Sometimes, simple rules add up to great results. In this podcast, Vitaliy shares some simple, straightforward heuristics which, when applied consistently over time, should help you compound your money in successful investments. They have certainly...