Trump's financial disclosure is 927 pages long.
Buried inside it is a stock almost nobody talks about: McKesson.
Never heard of it? It touches 1 in 3 prescriptions filled in America. $403 BILLION in revenue last year. Bigger than Apple by sales.
And the story gets weirder the deeper you dig.
This company paid a record $150M DOJ fine for pumping opioids into communities.
Then got hit with an $8.1 BILLION settlement charge. It will be writing opioid checks until the 2040s.
The stock? Up 6x since 2019.
It keeps 1.5 cents of every dollar that flows through it. Sounds terrible.
It's not.
Suppliers effectively finance the whole operation.
It's an insurance float machine disguised as a trucking company, and it printed $5.4B in free cash flow last year.
It has bought back 40% of its own shares in a decade.
Here's the part nobody's saying out loud: its single biggest regulatory threat is Trump's own drug pricing agenda.
MFN pricing consumed 95% of analyst questions on one earnings call.
The President's portfolio holds the exact stock his policies are supposed to squeeze.
And the whole thing hangs on one thread: CVS is 24% of McKesson's revenue.
That contract expires in June 2027. The negotiation is happening NOW.
I read 10 years of annual reports and 10 earnings calls, rebuilt the model, and valued it like a buy-side analyst.
Bear case: $630. Base: $860. Bull: $1,025. Stock today: $803.
The President's advisers own the pipes of American medicine.
Full breakdown of why, and what it's actually worth:
Scientists say fossil fuel pollution is making wildfire seasons longer and more extreme.
Donald Trump owns Exxon, Chevron, Occidental, and ConocoPhillips.
Today, 100 million Americans are under air quality alerts and being told to wear an N95 and run an air filter.
Donald Trump owns up to $500,000 of 3M — which makes the N95s and the filters. Plus Honeywell, Trane, Lennox. Plus HCA and Tenet, the hospitals. Plus Insmed and Merck, the inhalers.
He owns the smoke and the mask. The cause and the cure. The disease and the treatment.
It's all on the disclosure he signed.
Had an insightful workshop on digital marketing strategies today! Learned actionable tips to boost brand reach and connect with audiences—worth every minute. #ProfessionalDevelopment
[Chased the golden hour glow down a side street and caught this perfect candid moment. City life hits different when you slow down. #StreetPhotography#CityVibes]
Just restocked our fridge with icy cold cola, crispy chips and fresh sandwiches! Swing by your neighborhood Convenient Store for quick snacks u0026 drinks, open 24/7!
Late night cravings hit – our dimly lit ramen bar just served a steaming bowl of tonkotsu ramen with soft-boiled egg. Perfect for chasing the quiet of the night
It’s 2 AM here. The night’s still young, and our kitchen’s warm just for you. Grab a bowl of hot miso soup and let the quiet lull your day’s noise away.
Just grabbed a warm latte and curled up with my favorite book—this slow weekend moment hits different Love these little, unplanned joys that make the day feel perfect.