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Very informative video you have, I have been able to understand the messages you pass but there are some other challenges that may come about when taking some other risks or planning
I don’t think anyone that has dedicated time,money and efforts to scale to new net worths in whatever field of investments hasn’t reach some of the challenges that you would face personally.
Hi Sven, did you have a chance to check the sum-of-parts valuation for Walgreens?
Essentially, Walgreens owns 10% of Cencora (COR, 47.7b) and 30% of BrightSpring (BTSG, 2.2b), so both listed stakes amount to 5.5b.
There are also other assets (Shields around 4b, VillageMD) which are not listed, but which are worth something.
The 2 listed stakes plus 3-4b from Shields already exceed the current market cap.
On top of that, a 2% profit margin on current sales is nearly 3b. Additionally, the main source of their troubles, which are PBMs, are currently being sued by the FTC and a positive resolution would help margins. The current CEO actually has a PBM background.
Also, most of their LT liabilities are capital leases, not debt.
I understand the lack of moat and the competitive landscape, but 8b just doesn’t seem right.
Cheers,