CVS [CVS]

Mid-Year Review [December 2020]

The second half of the year gave me the opportunity to analyze some very high-quality companies, including Arista Networks, United Health Group, Netflix and, most recently, Disney. As I said in my first mid-year write-up, you will find a swath of different types of opportunities here. I talk about deep value companies [Rolls Royce, Simon …

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Vertical Integration in Healthcare [UNH, CVS, ANTM, CI]

The U.S. Healthcare industry is politically charged and riddled with complexity, prompting most investors to hold their noses and look the other way. It might pay to pay attention, though. After all, how else would you have realized UnitedHealth Group was a 10-bagger over the last 10 years [~27% annual return since September 2010]? A …

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