MCK

1. July 2026 1 entry
   Jul 16, 2026

   Blogs · r/ValueInvesting · /u/OnTheStreetwithLou

   McKesson is up Nearly 10% Since I First Wrote About the Company on June 23rd While the S&P 500 is up Only 2.5% and the Nasdaq 100 has Fallen 1.25%. Read Why I think McKesson's Selloff Was Overdone and why the Business Has a Fantastic MOAT

   I wrote the following less than a month ago, and since then McKesson has powered on and is up almost 10%. I thought it would be good to revisit it. I wanted to share a quick fundamental thesis on McKesson Corporation…

   MCKshort558 words

   Since publication +18.0% α +16.1 pp vs S&P 500 · USD

2. June 2026 1 entry
   Jun 23, 2026

   Substack · Mulberry Investment Research

   McKesson Deep-Dive: A 20% Panic, 70% ROIC, and the Invisible Healthcare Giant (2026)

   #27 – June 23, 2026 – A rigorous fundamental analysis of $MCK's high-margin oncology pivot and aggressive share cannibalization strategy, and a look at how private credit continues to get riskier.

   MCK5,905 words

   Since publication +30.0% α +25.8 pp vs S&P 500 · USD

Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.