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home / news releases / MCK - Cardinal Health: Why I Changed My Mind

MCK - Cardinal Health: Why I Changed My Mind

McKesson Corporation
  • I was bullish about Cardinal Health but sold my position recently.
  • While I consider the stock still undervalued, the moat might get weaker.
  • It might be a mistake to focus just on the economic moat and ignore management and the existence of a growth strategy.

For further details see:

Cardinal Health: Why I Changed My Mind
Stock Information
Company Name: McKesson Corporation
Stock Symbol: MCK
Market: NYSE
Website: mckesson.com
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