A whole lot of similarities between this write up and this article here:
https://www.advisorperspectives.com/articles/2018/03/13/the-laws-of-economics-still-apply-to-amazon?%3Ftextlink=
Apologies for dumb question but where do you see generic vs. branded broken out. Ive been through the filings and the 2017 presentation but don't see that 70/30 split outlined revenue and/or profit listed out.
Also... login to read the rest
I don't think Amazon put out press release "grocery is too difficult" but investors figured out that Amazon doesn't walk on water and stocks got rerated
Re: There is more risk here than appears on surface
3
generic issues are cyclical.
they were definetely over earning a few years ago due to a tsunami of patent expirations.
last few quarters we saw generic biz stabelize.
MCK is the largest buyer of generics in the US.
Thanks for the write-up. We would appericate your thoughts on the following:
a. Amazon - it is all about data for them - if they know the consumers' behavior they can get them to consume more... login to read the rest
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