Is Walgreens Stock(WBA) The NEXT META? Deep Value Play?
With the recent dramatic sell off in Walgreen Stock we take a brief look at their most recent quarterly earnings to determine whether they might represent a deep value stock like one Michael Burry would invest in or are they a failing company that deserves the massive stock price sell off? Walgreens stock faces several headwinds from opioid lawsuits to decreasing pharmaceutical margins and a weakening American consumer, but do they deserve their low stock price?
Disclaimer: The opinions contained in this video are our own. We are not licensed investment professionals if you choose to participate in investments discussed herein you do so at your own peril. No investment is without risk and you may very well lose money.
#MichaelBurry, #stockmarket , #wba
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Пікірлер: 27
the balance sheet is scary, they are heavily indebted
@TwoStupidGuysTradeStocks
Күн бұрын
Yea, as Dylan said I wouldn’t be surprised if they ceased to exist at some point. Vinny
I love Jeremy's hat!
Surprised that a pharmacy group like them can get into so much trouble
@TwoStupidGuysTradeStocks
Күн бұрын
As Charlie Munger would say” it’s just a damn retailer.” Vinny
$WBD has negative sentiment, solid FCF and potential upside due to rolling Max out in europe. The debt they have is spread over 40 years and not as big an issue as it is made to look. Good potential next Meta.
@mr.sandman2811
Күн бұрын
ye 2.3 p/fcf HBO owner i am holding for 5-8 p/fcf 3x returns
I would also like to know how much opioid related lawsuits are outstanding ? Looks very risky to me.
@TwoStupidGuysTradeStocks
Күн бұрын
Yea, definitely a major concern. Especially given the rejection of the Purdue case settlement this past week. Vinny
With all these Rite Aid and Walgreens closures, is this a boon to CVS since the competition is closing? On the flip side of this, are Rite Aid and Walgreens heralds of the end of this type of business, and will CVS follow their path in the future?
Hate to break it to you guys, but Amazon is getting into the pharmacy business…not good for Walgreens imo. Goodbye I live in California and am seeing their locations closing left and right. They have to deal with $20 minimum wage too. Goodbye Walgreens, I won’t miss you
@TheScaryGermanGuy
Күн бұрын
Yes, they mention this in the video. 👍
Could you make a video about penny stock worth risking for?
@TwoStupidGuysTradeStocks
Күн бұрын
Great question, but not our area of expertise or cluelessness. Lol Vinny
Paul exited. He did not stay in a long time.
@TwoStupidGuysTradeStocks
Күн бұрын
Thank you for clarifying that. Vinny
CVS is the better buy here if you want some exposure to this space.
Do you own WBA stock?
@jordilt3449
Күн бұрын
I do. My decision was taken because of some kind of recommendation videos and articles, and also because they seemed to give good enough dividends. "brick and mortar is more reliable", "an investment in a steady bussiness".. After that.. they did cut their dividends, i knew about they had invested in an expansion in medical centers that seems that has failed, they changed their CEO, people comment that their pharmacies sucks, the shoplifting issue, the issue about opioids.. (i dont understand this last one: why a pharmacy is the culprit of selling a drug prescribed by a doctor? shouldnt be the doctor the one to blame?). In summary, i did put there 1k $ (999 $ to be precise) on about 22 $ per share, around last november-december of 2023. Shares are now at 12 $, i've lost 42% of my investment by now. i did put money on Grifols, .. and after that came Gotham. I think that I'll hold there for 2 or 3 years. I've got 7k there, a few on the spanish market and a few on the american ADR stocks. around 10 per share on the spanish, 7,8$ on the american ADR. And i did put money also on Intel (39 $ per share, around 1,2k invested). I guess that i'll hold those for 2 or 3 years also. Not the smartest dude in the room, as you can see. I began to invest last autumn, and to try to get informed. Luckily not all my investments have been so wrong. In fact, those 3 are the worst of the worst of my portfolio. And, in general, i try to not invest huge amounts. My larger position is grifols. And is a money that, if i would lose it, wouldnt be the end of the world. i mean.. i would prefer to not lose it, but ive got savings and a job. I didnt meant to make short time investments anyways, so i hope that these mentioned could recover.
@TheScaryGermanGuy
Күн бұрын
No, but I own WBD. 🙂
@russmbps8443
3 сағат бұрын
As a ex Walgreens employee I used to have their stock. I left company 2018. That’s when I sold my stock. I believe company is done. I wouldn’t be surprised if Amazon or Walmart end up buying Walgreens.
Amazon eats Walgreens run the hell away
How can you compare the worst business on earth to the best 😂
@TwoStupidGuysTradeStocks
Күн бұрын
Oh I know. Both had agressive sell offs. One deserved the other not so much. Love my meta. Vinny
First? 😅
@TwoStupidGuysTradeStocks
Күн бұрын
Yes sir! You win this heart!