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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

The Intellectual Investor – Value Investing by Vitaliy Katsenelson · Vitaliy Katsenelson

December 22, 2020

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Show Notes

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

 

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