MCK

1. julio de 2026 1 entrada
   16 jul 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…

   MCKbreve558 pal.

   Desde publicación +18,0 % α +16,1 p. p. vs S&P 500 · USD

2. junio de 2026 1 entrada
   23 jun 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 pal.

   Desde publicación +30,0 % α +25,8 p. p. vs S&P 500 · USD

Precios al cierre del 27 oct 2026. Rentabilidades pasadas no garantizan resultados futuros. Solo precio, sin dividendos, en moneda local. Los datos pueden tener retraso o errores. No es asesoramiento financiero. Cómo se calcula.