McKesson Corporation
Thesis
Similar to AmerisourceBergen, McKesson is a major player in pharmaceutical distribution that may be impacted by Amazon's disruption in the industry. Despite this, McKesson's established market presence and relationships with pharmacies could provide resilience against potential market changes.
Did it work?
The pitch is a long thesis on McKesson premised on its resilience against potential Amazon disruption in pharmaceutical distribution, but no price performance or time elapsed is provided. There is also no evidence given about whether the thesis's key dynamics — Amazon's entry or failure to disrupt the distribution market, or McKesson's continued market position — actually occurred. Without either return data or confirmation of the thesis events, the outcome cannot be judged.