McKesson Corporation
MCK
position
long
Tweedy, Browne Company
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?
inconclusive
confidence: low
Without specific price performance data or a defined time frame for the thesis, it's difficult to assess whether the investment thesis has played out. The potential impact of Amazon's disruption and McKesson's resilience are valid points, but without further information, the outcome remains uncertain.
Raw excerpt
No raw excerpt stored.