Amazon Pharmacy vs The Market & Distributors – Ep 105
The Intellectual Investor – Value Investing by Vitaliy Katsenelson · Vitaliy Katsenelson
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Show Notes
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 distributors, and analyzes the extent to which Amazon can compete with both. While Amazon might place some pressure on pharmacies over time, he explains how drug distributors’ unique supply chains should remain robust against a competitive threat from Amazon.
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