Home » Articles » The Intellectual Investor Podcast » McKesson: Amazon Will Not Throw This Drug Railroad Off The Tracks – Ep 107

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

0 comments

Share:

LinkedIn

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...

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 to any potential attacks from Amazon, with a particular focus on McKesson.

You can read this article online here: https://contrarianedge.com/mckesson-amazon-will-not-throw-this-drug-railroad-off-the-tracks/

Disclosure: Read this before you buy your next stock

 

Related Articles

Cable Stocks Keep Getting Punched In The Mouth – Ep 218

Despite weakness in cable stock prices, our thesis on Charter Communications (CHTR) and Comcast (CMCSA) has not really changed. We made a small, superficial change in the portfolio. Read my full article about AI here: 📩 Join 86,000+ readers on...

How will AI Change Investing? – Conversations with Vitaliy – Ep 35

AI is changing the way we live our life, and investing is no different. Here is how AI will change investing in my eyes. Read my full article about AI here: 📩 Join 86,000+ readers on my weekly email newsletter: 📚 Get my books: Soul in the...

No Shortcuts To Greatness: The Path To Successful Investing – Ep 217

One of my principles in life is to have a net positive impact on the people I touch. If every single stock I discussed only went straight up, I wouldn't have to worry about it. But this is not how life works. 📩 Join 86,000+ readers on my weekly...

Construct the Optimal Portfolio – Conversations with Vitaliy – Ep 34

A reader of mine recently asked me how I would construct the optimal portfolio. Here is how I would do it.  📩 Join 86,000+ readers on my weekly email newsletter: 📚 Get my books: Soul in the Game -   The Little Book of Sideways...

View IMA's regulatory filings which includes ADV Part 2A & 2B, form CRS, firm's brochure, our conflicts of interest disclosures,
samples of our quarterly letter, and privacy policy by following this link. © 2023 - All Right Reserved.

The Intellectual Investor by Vitaliy Katsenelson
My Favorite Classical
Soul in the Game
ValueXVail
IMA