CVS GOING BROKE? NEW CEO TURNAROUND? CVS STOCK ANALYSIS

[@tannervolz3035]

Huge problem with pharmacy in the USA is reimbursement. Insurance reimbursement for prescription meds is way down. In fact pharmacies lose money on every single glp-1 drug they dispense. Why invest in a business that has no control over margins? It's why Walgreens is getting destroyed.

[@mattanonysaurousrex]

Why do we need to go to a Pharmacy to pick up a prescription? Would anyone complain about them being shipped directly? It's happening now already. When it accelerates, their main business model is completely disrupted: selling random things to people going to the pharmacy.

[@RenegadeTraderr]

Because many people get sick, go to the doctor, and need the prescription immediately. Also, CVS has many different revenue streams, including health services that they offer in their physical locations. People will always pay for convenience - hence, convenience store. The bearish sentiment against brick&mortar is overplayed.

[@sssandhu78]

Cvs is not just a pharmacy. They have some solid assets (Insurance and PBM). I sold as I didn’t like the management.

[@AnimEva_33]

There are times when I have a condition that needs to be treated NOW and mail delivery takes 24-72 hrs for it to arrive which to is way too slow. I need it now!

[@ואליו]

What do you think about the NBIS share issued yesterday?

[@helmut3575]

In terms of the debt: I thougt most retailers lease their store sites and not own them and that this is the reason why debt is high

[@mohamedbarakat9337]

Hi Daniel, can you do an updated video on Tdoc? Would like to see your feedback

[@Christos_HomeBrewer]

I sold yesterday a small position that i had in CVS. To be honest without reason and i add the money in usa 20 years treasury bonds. Good timing

[@STOCKmarket-fo1fh]

TLT or TMF

[@Christos_HomeBrewer]

@@STOCKmarket-fo1fh tlt

[@donjohnson4368]

Hi. Daniel, I want to subscribe to your service, but there’s no info on leaving the service? Can anyone help ?

[@unrivaled]

Very easy to leave. Just log in, top right is account information and cancel. For the premium tier if you cancel you also lose access to the Discord.

[@donjohnson4368]

@@unrivaled thanks for that

[@karsinds]

Bad management, high debt, no moat.

[@richardgordon]

Thanks for a very interesting and informative video 😊

[@aightm8]

Bad management, a sector with its moat destroyed, and tonnes of debt. Killer combination

[@edgonsorowski1924]

The shelves at the CVS near me have been more than half empty for over a year now. To me, it looks like they're going broke.

[@AnimEva_33]

Or people keep clearing them out. In my area whenever they take delivery within 2 days most of the best items are pretty much gone

[@averageguyvick2422]

It's a Wonderful Life

[@unrivaled]

NAILED IT!

[@BarsonlineOrg2013]

.I would heavily invest in diapers for adults, robots/microchips (?), wound care and diabetes medicine. 😢 O wait....who will pay for that! Right... insurance, like Aetna e.g. 😂

[@AnimEva_33]

CVS will be the best buy of pharmacies

[@richardgordon]

The scene is from “A Wonderful Life” where the pharmacist mixes the wrong combination of medication and the child version of George Bailey prevents the Pharmacist from making a fatal mistake of poisoning one of his customers

[@unrivaled]

Well done!!

[@koolaidjammerz91]

They practically give you money so that youll shop there

[@nnnooo555]

2 activist investors

[@BarsonlineOrg2013]

It didn't loose "another 10%". It went up 20% and after that it corrected back 10%, while still being up in my portfolio 8%. 😂

[@Dark_Disher]

Break it up