DoanId Trnrnp ProftciIc Tarkcar.

42 posts

DoanId Trnrnp ProftciIc Tarkcar.

DoanId Trnrnp ProftciIc Tarkcar.

@noratea45

Katılım Kasım 2011
34 Takip Edilen37 Takipçiler
Donald Trump Portfolio Tracker
Donald Trump Portfolio Tracker@TrumpsPortfolio·
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:
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Donald Trump Portfolio Tracker
Donald Trump Portfolio Tracker@TrumpsPortfolio·
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.
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DoanId Trnrnp ProftciIc Tarkcar.
[Parenting win! Teach your kid to make paper airplanes u0026 have a silly flying race in the yard Quick, no-mess fun for all!],
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Bnanan3
Bnanan3@KarolinaCzarkow·
Just whipped up garlic butter shrimp pasta in 15 mins—simple, cozy, and totally hits the spot for a quick weeknight dinner #HomemadeGoodness
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DoanId Trnrnp ProftciIc Tarkcar.
This weekend craft project: DIY knitted keychain! Super easy, cute, and it’s a perfect small gift for friends. Grab some leftover yarn u0026 make one~
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John Sipkens
John Sipkens@JSipkens·
Had an insightful workshop on digital marketing strategies today! Learned actionable tips to boost brand reach and connect with audiences—worth every minute. #ProfessionalDevelopment
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JAKEAssistant
JAKEAssistant@daesheoj·
Celebrating the Mid-Autumn Festival with warm mooncakes and family chats under the full moon—best moments of the year!
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DoanId Trnrnp ProftciIc Tarkcar.
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!
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DoanId Trnrnp ProftciIc Tarkcar.
DIY a mini fabric tote with old clothes this weekend! Cut, stitch, done—eco-friendly u0026 cute, perfect for errands.
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Mehmet Akif
Mehmet Akif@mhmt4kif·
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
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DoanId Trnrnp ProftciIc Tarkcar.
Locked in a 90s retro arcade room! Solve pin clues, decode old games, and escape before the neon timer hits zero. 2 players max—can we do this
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DoanId Trnrnp ProftciIc Tarkcar.
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.
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DoanId Trnrnp ProftciIc Tarkcar.
Just polished off 3 daily quests and got a rare crafting material! Game days don’t get better than this
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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.
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arnti
arnti@amisadovelande·
New semester, new vibes, fresh starts! Let’s chase goals, level up together, and make this term unbeatable
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