Reddit Posts
Will Mark Cuban's pharmacy - Cost Plug Drugs destroy CVS, Rite Aid, Walgreens etc.
I am a ex-prop trader trading US equities and these are the stocks on my watchlist (1/5).
I am a ex-prop trader trading US equities and these are the stocks on my watchlist (1/5).
Verses Ai VRSSF collection of links, dyor dd. Has been hyped and fud a bit since yesterday taking out NY Times ad to ask OpenAi for a partnership
FITSF this is just crazy DD *MUST READ*
What's a healthcare stock you would pitch right now with confidence that it'll grow in the next 1-3 years
Net Lease Office Properties (NLOP) - A classic "toxic waste" spinoff (Long thesis)
Pharmacy walkout organizers help launch national push to unionize pharmacists, technicians
CVS Health Corp (CVS) Reports 10.6% Increase in Total Revenues in Q3 2023
crashing times call for correlated corrections, say it 5 times fast
CVS to pull all medications containing phenylephrine. Any play for this news?
Pharmacy staff from Walgreens $WBA are laying the groundwork for a nationwide walkout and multiple rallies
Avenir Wellness Solutions™ $AVRW Skin Care Products are Sold at Major Retailers Including Walmart $WMT, Target $TGT, CVS Health $CVS, and Amazon $AMZN
Historic Marijuana Milestone: Georgia First In Nation Where Hundreds Of Drug Stores Will Sell Medical Cannabis - CVS Health (NYSE:CVS), TRULIEVE CANNABIS CORP by Trulieve Cannabis Corporation (OTC:TCNNF)
Is shoplifting really as bad as companies are claiming?
CVS will close 900 stores by the end of 2024 - 10% of all its shops - as it moves to online strategy amid increase in shoplifting
CVS apologizes amid claims of unsafe workplace; pharmacists plan a second walkout today
Narcan from $EBS approved by FDA as an OTC med; on Walgreen/CVS shelves in Sepgtember
Narcan ( Naloxone) approved as OTC; on Walgreen/CVS shelves in September
FDA Approves NARCAN at $EBS; On Walgreen and CVS Shelves in September
What is the end game for combatting retail theft?
CVS stock falls after Blue Shield of California drops pharmacy as benefit manager
GBT Segmental Update: Magic2 a Suite of Eight AI Driven EDA Tools Assisting Engineers with Faster Semiconductor Design
InnerScope Hearing Technologies (OTC: INND) Launches HearingAssist Brand of OTC Rechargeable Hearing Aids on Walgreens.com
InnerScope Hearing Technologies (OTC: INND) Strong Buy Alert
InnerScope Hearing Technologies (OTC: INND) Launches HearingAssist Brand of OTC Rechargeable Hearing Aids on Walgreens.com $INND
RAD market cap 90 million, operates 2300 stores. CVS market cap 90 billion, operates 9700 stores. There’s 1000x value missing in rite aids current market cap. Cherry on top? 13 million shares short on 55 million float.
Insider Trading: Only 13 companies among the top 100 traded in the US have more buy than sell transactions in the year so far
Health insurance stocks slide after UnitedHealth warns more surgeries will drive up medical costs
LEAPS on heavily beaten down cyclicals like CVS and TGT
Billionaire Investor Ray Dalio's Top 12 Dividend Stock Picks
CVS yolo…… was $105 not too long ago now $74…. Walgreens just made it’s run it’s CVS time aka Current Value Skyrockets 🚀😮💨🚀😮💨🚀😮💨🚀😮💨🚀
How is corp debt structured? (ex, KKR) what’s the impact of corp debt in relation to stagflation?
Cano Health ($CANO): A WSB wet dream and ripe for a huge run
InnerScope Hearing Technologies (OTC: INND) Announces Profitable Year-End 2022 Financial Results
InnerScope Hearing Technologies (OTC: INND) Subsidiary HearingAssist Celebrates World Hearing Day By Offering OTC Hearing Aids in 1500+ Walmart Vision Centers
GolemCoin, WallStreetBets, & Inanimate Nations
How To Get Exposure to plant based food industry?
JPMorgan defends managed care despite recent weakness (NYSE:CVS)
Cano Healthcare is starting to get interesting
2023-02-14 Wrinkle-brain Plays (Mathematically derived options plays)
2023-02-13 Wrinkle-brain Plays (Mathematically derived options plays)
CVS stock trades higher amid Oak deal, Q4 beat, issues EPS outlook for 3 years (CVS)
CVS to acquire Oak Street in ~$10.6B deal, provides adjusted EPS outlook
Economic Anxiety, State of the Union, and Market Movements~
CVS Health to Acquire Oak Street Health, next CANO?
Morning Briefing 🌞 Feb 8th 2023 - Let's see if we're right again
What opinion do you have of the Cano company?
$CANO should be up >200% Today. $CANO, more than 15X upside from the current share price. $HUM and $UNH likely enter a bidding war for $CANO
$CANO should be up >200% Today. $CANO, more than 15X upside from the current share price. $HUM and $UNH likely enter a bidding war for $CANO
ETFs to Watch: Earnings from DIS, CVS, PEP, and K will send ripples through these ETFs
Cigna alleges CVS poached former PBM executive Bricker (NYSE:CI)
CVS, Walmart to cut pharmacy hours amid labor concerns (NYSE:CVS)
Technical Analysis & Trades: SPY QQQ IWM // JNJ LMT CVS
$EDXC - Future looking bright. "Exponential growth" expected in the relative near term. Best news I have seen to date. Time to look at it, at least on the watch list, IMO.
Oak Street Health stock drops on report CVS may be unlikely to purchase
$CANO Health. From an attractive M&A target to a going concern story!?
Cano Health. From an attractive M&A target to a going concern story!?
Daily Review & Trades: Technical Analysis of SPY QQQ IWM
OAK (Oak Street Health) up ~30% after hours with news of CVS takeover. Think I can recover my 🙌🏻💎 losses with that?
(OTCQB: MITI) Mitesco, Inc. - Primary care is the most common form of health care
Unlock The Mind - Solving America's Mental Health Crisis with $ATAI (Atai Life Sciences). Full DD on the Psychedelic sector potential. 🍄
Unlock The Mind - Solving America's Mental Health Crisis with $ATAI (Atai Life Sciences) Full DD on the Psychedelic sector potential. 🍄 DD
Arizona tea is still 99¢ at CVS. Arnie Palmer said fuck inflation
Mentions
Master Card is completely Joseph. Amazon have been bullish except Bezos kept selling at 220. Bonus is ABBNY for automation and CVS for health.
Bro works at CVS and thinks he can doll out [unsolicited medical opinions](https://www.reddit.com/r/wallstreetbets/comments/1pku6jo/part_2_of_weed_bet/nu8aec2/0
How do you suggest a web store take cash? Works with all the major credit cards, and debit cards. Do you expect them to let you mail them an envelope of cash and add it to your balance or some nonsense? Just go to CVS and buy a gift card if you don’t have any sort of plastic.
If you have a primary care provider ask them, if not CVS should have them, as well as lots of other pharmacies and even some retail stores.
👨🦲: Hey baby can you call CVS to cancel my prescription for hair loss & boner pills? Tell them I'm buying my shit from TrumpRX.gov
I was checking my medical bill and my hospital charged fucking 160$ for a splint. That doesnt cost more than 4-5$ in CVS
Why did CVS and UNH just cliff dive
I'm gonna say this again. No one is saying this, and everyone needs to understand the minute. This goes to schedule three every recreational state dispensary will need to close immediately. There will be no recreational anywhere than that. The minute this becomes on the same line as hydrocodone, it becomes a controlled substance that requires a prescription from a pharmacy only. This also means all medical dispensaries will likely need to close unless they become pharmacies. Your doctor will need to prescribe it and there will need to be diagnosis that match the recommended dose and so on and so on and so on. This is about pharmaceutical companies and control of the industry. In addition this very like we will not be CVS and Walgreens that dispense it. It will be the local pharmacies that dispense it. They will be the winner here. Including all of the pharmaceutical companies that take over the industry. While everyone might celebrate this realize what actually is gonna happen if this happens, I think it's smoke. Literally.
1. "Embarrassing ticker" That "embarrassing" 1-800-FLOWERS name is a brand asset worth tens of millions on its own - instant consumer recognition built over 40 years. But here's what you're missing: the real value isn't the phone number, it's the data that phone number generated since 1990. Three decades of consumer gifting behavior, seasonal patterns, and logistics optimization - collected before anyone knew what "big data" meant. That dataset plugged into today's AI infrastructure is wildly undervalued. You know who would pay real money for "when does zip code 75024 spike flower orders for Mother's Day" predictive data? Amazon. Walmart. Any retailer trying to optimize perishable logistics. That's not a joke ticker - that's a proprietary dataset nobody else has. 2. "Not profitable" Fair - they're not profitable right now. Q1 showed a $53M loss. But context: Q1 is seasonally their worst quarter (gifts = holiday business), they're mid-turnaround after a botched order management system the CEO literally called a "colossal screw-up," and they've got $67M in cost cuts planned ($17M already done). Gross margins are still 35.7% - the business model works, execution didn't. That's exactly why new leadership was brought in. The bet isn't "they're printing money today" - it's "a $1.4B revenue company with 35%+ gross margins trading at $250M market cap is mispriced if new management stabilizes." Big difference. 3. "Amazon/Walmart/CVS competition" You're thinking about this backwards. FLWS isn't competing on selling gifts off a shelf - they're a logistics company that's been delivering perishables to every zip code in America for 40 years. Amazon doesn't have that data. Walmart isn't running same-day perishable delivery through Uber Direct. The Uber partnership isn't something a "mom & pop" gets - that's enterprise-level logistics integration that validates their data and infrastructure are worth something. 4. "Boomer management" This is how I know you haven't actually looked. New CEO (first non-family ever), new CMO (ex-Home Depot), new CIO hired Dec 8 specifically for AI and digital transformation. And it's not just C-suite - go check LinkedIn. They're actively hiring middle managers under these execs to build out the new org structure. I know because I applied to one. 5. "This doesn't happen" It literally does. Netflix collected DVD rental preference data for years before anyone cared - then used it to build the recommendation engine that powers their $250B market cap streaming business. Domino's was a "dying pizza company" that pivoted to a tech-first model using delivery and ordering data - now 70%+ of sales are digital and they trade at a premium. John Deere went from "tractor company" to precision agriculture data platform by monetizing sensor data from equipment. Legacy data + new AI infrastructure = transformation. FLWS has a nearly identical setup: decades of proprietary consumer data, new AI-focused leadership, and a market treating them like they're already dead. You see the ticker. I see the balance sheet, the float, the data moat, and the transformation.
Bro, First, you’re betting on a ticker that says 1-800-FLOWERS, you’ll feel absolute regarded when you’re holding that ticker for the next 10 years. Second, the company isn’t even profitable … Please explain to me how a company that sells gifts (not tech) went -200 million in net revenue this year, like how stupid is the management? Lastly, Amazon sells gifts, Walmart sells gifts, CVS sells gifts , you’re basically betting on a Mom & Pop boomer company to excel in a world dominated by giant players with big bank rolls.
I mean, his idea isn’t too far out of the realm of possibility, it’s just not explicitly stated in the current bill. I would argue CVS dispensary’s are not a reality we will see in the 2020’s, but just look how quickly this country adopted gambling. One year it was completely taboo and looked down upon in society, then it gets partially legalized, then next thing you know every other commercial is Jamie Fox asking you to join BetMgM
Also a late 20’s uneducated opinion here. I’m not familiar with KMB or KVUE, but the other 3 companies are probably being hit fiercely by the wave of organic alternatives on the market for products such as paper towels, tooth paste, seran wrap, laundry detergent, etc. This trend shift in consumer sentiment is rapidly shifting away from these harsher, historical chemically filled products that a Colgate, Clorox or Proctor and Gamble make. (I for one am not switching to an “organic disinfectant for my counters, but that’s my own two cents). I also think we are seeing a big change in the historical channels that these businesses used to access consumers. These big name producers used outlets like Walmart, Target, CVS, Publix, to sell their products, and have minimal to no web presence for direct to consumer. COVID really brought a rise to social media consumerism, so many more small businesses are popping up and selling through tik tok and instagram than ever before. These businesses are selling “organic replacements” to many of the same products the companies you provided also sell. The first name I can think of would be “Dr Squatch Soap” I always see ads for that stuff. If these companies like Clorox or Colgate lose their ability to gain market share by simply purchasing premium shelf space at a supermarket, and now have to compete with 1000 other new brands/faces online with strong B2C online ability, and potentially lower overhead per unit. Idk why I typed this much out, just stoned and scrolling through reddit, but I don’t think I’m that off base. I for one didn’t know Clorox was even a public company or that they were only a $12B company, I’m buying that! People can go “organic” all they want, but I want some STRONG chemicals when I’m cleaning up after raw meat or other messes.
Lawmakers could force the DEA to remove cannabis from the Schedule-1 list, with a 90-day time limit, to allow the FDA to study it for medical value so insurance companies can help patients obtain it at hospitals and pharmacies such as Walgreens, Costco, or CVS provided by existing multi-state operators such as MRMD (Marimed Inc.)
Lawmakers could force the DEA to remove cannabis from the Schedule-1 list, with a 90-day time limit, to allow the FDA to study it for medical value so insurance companies can help patients obtain it at hospitals and pharmacies such as Walgreens, Costco, or CVS provided by existing multi-state operators such as MRMD (Marimed Inc.), CURLF (Curaleaf), TCNNF (Trulieve) and many other multi-state operators.
check after hours VZ T ACI CVS JNJ on todays menu i keep telling you guys after hours is where its at
The licenses are worth money. The edibles. The weed. Lawmakers could force the DEA to remove cannabis from the Schedule-1 list, with a 90-day time limit, to allow the FDA to study it for medical value so insurance companies can help patients obtain it at hospitals and pharmacies such as Walgreens, Costco, or CVS provided by existing multi-state operators such as MRMD (Marimed Inc.)
Fun fact: if you bought CVS shares at beginning of year you'd be up 75% 😎
I'm loving life. You clearly are not. Again, if you're asking which is a better place to work, CVS or Walmart, you're not winning at life lmfao. I'll continue working a total of 15 hours per week for a measly 130k. It's terrible. I wish I could sit behind a counter handing people ozempic and foot cream for 40 hours a week. It sounds really awesome.
Did you just fucking double post? You're thinking about this interaction that much? Why are you still talking to me? You'd think someone so rich would have better things to do. Slow day working the weekend at CVS? If your job consists of passing things through a drive through window, you don't get to look down on anyone. Enjoy your miserable life. ✌🏻
Just overheard a grandpa on the phone at CVS saying the bottom is in, time to finally buy bitcoin. I don’t think we’ve ever been more fucked.
I did not know CVS/Caremark used Salesforce for their AI customer service. Every time I have called Caremark I asked them what service they use. It is positively the worst automated system I have ever dealt with. As much as he pushes Salesforce I hope they provide a better service than they have sold to Caremark.
Lawmakers could force the DEA to remove cannabis from the Schedule-1 list, with a 90-day time limit, to allow the FDA to study it for medical value so insurance companies can help patients obtain it at hospitals and pharmacies such as Walgreens, Costco, or CVS provided by existing multi-state operators such as MRMD (Marimed Inc.), CURLF (Curaleaf), TCNNF (Trulieve) and many other multi-state operators.
#TLDR --- Ticker: ATCH Direction: Up Prognosis: This micro-cap fintech cockroach survived the post-IPO apocalypse and is quietly rebuilding. It's trading at a funeral price, but with actual revenue growth, one good catalyst (like a big contract) could send it rocketing. Risk: Volume is thinner than a CVS receipt.
Nobody will care; every drug comes with a CVS receipt length list of side effects that get spouted off at the end of commercials. Unless it's getting pulled for making a statistically significant number of people kill themselves, it won't touch the price.
well, I'm off to CVS.. so I can get my 600% refund when I buy my meds.
Brb, CVS gonna pay me $3787 to pick up my medication
Can you imagine how boof CVS weed would be.
Lawmakers could force the DEA to remove cannabis from the Schedule-1 list, with a 90-day time limit, to allow the FDA to study it for medical value so insurance companies can help patients obtain it at hospitals and pharmacies such as Walgreens, Costco, or CVS provided by existing multi-state operators such as MRMD (Marimed Inc.), CURLF (Curaleaf), TCNNF (Trulieve) and many other multi-state operators.
Doubt the CVS toilet will maintain once I crack open my pressure cooker ass.
Breakfast burritos got me busting ass in CVS
https://preview.redd.it/7f03ume15g2g1.jpeg?width=1260&format=pjpg&auto=webp&s=e0e16a59c6781c75413af36f7b1b2a05f7588c77 Off to CVS to buy some aftersun my skin is crispy 😔
I dropped CVS and went with a local pharmacy. Very happy to support local.
Lawmakers could order the DEA to take cannabis off Schedule I within 90 days, clearing the way for FDA review and opening the door for insurance-covered access through hospitals and major pharmacies like Walgreens, Costco, and CVS, supplied by existing MSOs such as MRMD, CURLF, TCNNF, and others.
Well if I had to take a wild guess...their sales slumped because they didnt realize just how popular Target is in the black community. I still shop there on occasion because my CVS is inside of my local Target and it's also down the street from my apartment, so i can get some quick shopping done if i dont want to go far from home. Theres one demographic that is noticeably not in the store as much. I can count on my hands and feet how many black people are there...including myself. I personally used to get all of my black haircare products from Target. When they first introduced their black haircare section years ago, I stopped going to beauty supply stores and shopped exclusively at Target. Now, I just buy the products directly from the companies. I used to go in that aisle in Target and see several people there also shopping...now its empty and the products are just sitting there. They really really fucked up.
Walgreens, CVS, and any big drug only store.
Growth at a reasonable price is also a key Peter Lynch concept and a companies such as CVS and GOOGL are good examples.
MRMD could push higher with volume and news about Medical Cannabis. Lawmakers could force the DEA to remove cannabis from the Schedule-1 list, with a 90-day time limit, to allow the FDA to study it for medical value so insurance companies can help patients obtain it at hospitals and pharmacies such as Walgreens, Costco, or CVS provided by existing multi-state operators such as MRMD (Marimed Inc.), CURLF (Curaleaf), TCNNF (Trulieve) and many other multi-state operators.
Lawmakers could force the DEA to remove cannabis from the Schedule-1 list, with a 90-day time limit, to allow the FDA to study it for medical value so insurance companies can help patients obtain it at hospitals and pharmacies such as Walgreens, Costco, or CVS provided by existing multi-state operators such as MRMD (Marimed Inc.), CURLF (Curaleaf), TCNNF (Trulieve) and many other multi-state operators.
I thought it was just treasury bonds, but that doesn't seem to be the case. "Trump's new bond investments span several industries, including sectors that have already benefited, or are benefiting, from his administration's policy changes such as financial deregulation. Corporate bonds acquired by Trump include offerings from chipmakers such as Broadcom [(AVGO.O), opens new tab](https://www.reuters.com/markets/companies/AVGO.O) and Qualcomm [(QCOM.O), opens new tab](https://www.reuters.com/markets/companies/QCOM.O); tech companies such as Meta Platforms [(META.O), opens new tab](https://www.reuters.com/markets/companies/META.O); retailers such as Home Depot [(HD.N), opens new tab](https://www.reuters.com/markets/companies/HD.N) and CVS Health [(CVS.N), opens new tab](https://www.reuters.com/markets/companies/CVS.N); and Wall Street banks such as Goldman Sachs [(GS.N), opens new tab](https://www.reuters.com/markets/companies/GS.N) and Morgan Stanley [(MS.N), opens new tab](https://www.reuters.com/markets/companies/MS.N).Purchases of the debt of investment banks in late August included bonds of JP Morgan [(JPM.N), opens new tab](https://www.reuters.com/markets/companies/JPM.N). On Friday, Trump asked the U.S. Justice Department [to investigate JP Morgan](https://www.reuters.com/world/us/trump-says-he-will-ask-justice-department-probe-epstein-ties-with-bill-clinton-2025-11-14/) over its ties to the late financier and convicted sex offender Jeffrey Epstein. The bank has said it regrets its past ties with Epstein and did not help him commit "heinous acts." Trump also acquired Intel [(INTC.O), opens new tab](https://www.reuters.com/markets/companies/INTC.O) bonds after the U.S. government, under Trump's direction, [acquired a stake, opens new tab](https://www.google.com/search?q=intel+10+oct+stake+reuters&rlz=1C1GCHU_enUS1124US1124&oq=intel+10+oct+stake+reuters&gs_lcrp=EgZjaHJvbWUyBggAEEUYOTIHCAEQIRigATIHCAIQIRigATIHCAMQIRigATIHCAQQIRigAdIBCDQyNzBqMGo3qAIAsAIA&sourceid=chrome&ie=UTF-8) in the company." Source: [https://www.reuters.com/business/finance/trump-buys-least-82-million-bonds-since-late-august-disclosures-show-2025-11-15/](https://www.reuters.com/business/finance/trump-buys-least-82-million-bonds-since-late-august-disclosures-show-2025-11-15/)
President Trump's recent bond purchases: >[https://www.reuters.com/business/finance/trump-buys-least-82-million-bonds-since-late-august-disclosures-show-2025-11-15/](https://www.reuters.com/business/finance/trump-buys-least-82-million-bonds-since-late-august-disclosures-show-2025-11-15/) > >The maximum total value of the bond purchases exceeded $337 million, according to the filings. > >Corporate bonds acquired by Trump include offerings from chipmakers such as Broadcom (AVGO), and Qualcomm (QCOM), tech companies such as Meta Platforms (META), retailers such as Home Depot (HD), and CVS Health (CVS), and banks such as Goldman Sachs (GS), and Morgan Stanley (MS). Purchases also included bonds of JP Morgan (JPM). > >Trump also acquired Intel (INTC) bonds, after the U.S. government acquired a stake in the company.
"Corporate bonds acquired by Trump include offerings from chipmakers such as Broadcom and Qualcomm; tech companies such as Meta Platforms; retailers such as Home Depot and CVS Health ; and Wall Street banks such as Goldman Sachs and Morgan Stanley."
That post is longer than my last CVS receipt.
I bought 50,000 of MRMD bc lawmakers could force the DEA to remove cannabis from the Schedule-1 list, with a 90-day time limit, to allow the FDA to study it for medical value so insurance companies can help patients obtain it at hospitals and pharmacies such as Walgreens, Costco, or CVS provided by existing multi-state operators such as MRMD (Marimed Inc.), CURLF (Curaleaf), TCNNF (Trulieve) and many other multi-state operators.
Lawmakers could force the DEA to remove cannabis from the Schedule-1 list, with a 90-day time limit, to allow the FDA to study it for medical value so insurance companies can help patients obtain it at hospitals and pharmacies such as Walgreens, Costco, or CVS provided by existing multi-state operators such as MRMD (Marimed Inc.), CURLF (Curaleaf), TCNNF (Trulieve) and many other multi-state operators.
healthcare subsidies, but instead of being used like a gift card in a marketplace website, it is a credit card to use at that same website, and maybe, it will let rich people use the credit card at CVS as well.
My strategy for long-term investing is focusing on utilities (gas, electric and power companies) and low-cost retail with lots of locations (any of the dollar stores, CVS and walgreens). Drive through the smallest towns you can find and look at the stores there, Dollar General and Family Dollar are opening up everywhere. Also utilities companies have consistently strong income days every week from people paying their bills
I saw Michael Burry at a CVS today. He wasn’t buying anything—just pacing in front of the cold-medicine aisle, nodding like he’d solved something. Eventually, he picked up a single bottle of NyQuil, turned it upside down, and whispered, “Liquidity trapped in retail inventory.” I went on with my business and checked out. When I stepped outside, I noticed Burry fixated on the Redbox machine. He looked puzzled, as if he expected it to dispense a low-budget action movie from 2010. Then came the unmistakable clink of the coin return. Burry crouched, retrieved a lone quarter, smiled faintly, and muttered something about a “dividend payout.” When I reached my car, he was already there—inspecting my tires with visible frustration. I asked what he wanted. He said, “What everybody wants: normalized levels of inflation.” See, where we see cough syrup, a Redbox machine, or a tire, Burry sees distorted markets, broken incentives, and opportunity. Truly one of the great minds of our time.
Here's 11 for you Diageo, Brown Forman, Nike, Constellation Brands, Kraft Heinz, Disney, Campbell soup, CVS, nestlé, General Mills, Kimberly Clark
Always easy to see in hindsight 😂. Trying my futures philosophy on options for the first time. The NEE one already failed (down 20% when I exited), we’ll see what happens with CVS, but you’re right, it may be too late.
What makes you think CVS will pull back?
N bumltv tcm n CVS c,xtghb yfoey9f$
Dispensaries aren't a loophole. They are deliberately regulated by each state, and are operating as the law intended them to. There aren't dispensaries for other drugs because there was never a reason to. It's not like people have been growing xanax in their backyards for centuries. Schedule 3 isn't going to make dispensaries go away. Worst case scenario they will have to compete with pharmacies selling FDA approved extracts, but who knows how long that would take for any products to be approved. I have no fear that pharmacies are going to be selling combustible flower at any point. Can you imagine walking into CVS and it smelling like a dispensary?
There isn’t really. However, there is still the possibility that future will limit intoxicating hemp availability. I’ve often thought about medical cannabis also being made available at pharmacies like CVS and Walgreens in the future. Because of the uncertainty, I’m playing almost all sides - LPs, MSOs, intoxicating hemp, CBD, regulated flower, beverages, domestic, international, etc Also, pharma, alcohol, and tobacco companies. So many combinations and permutations and other potential variables in this industry. No one knows what happen.
I didn't have any problems until Riteaid closed down now CVS is fucking me again and there are no independent pharmacies near me.
Trump has a history of disagreements with Larry Merlo, former CEO of CVS Health and board of directors at Kenvue. Go have a look 😉
It's not "no news". I believe the catalyst for the recent stock price collapse was coming from CI earnings, where they said they are basically giving up on a lot of PBM margins to avoid political scrutiny. CVS and UNH tanked too given that have PBMs. Further, earnings were confirmed to be shitty too. Decreases in margins, unclear outlook for 2026, etc. Management said that EPS growth might not resume double digit growth un 2027. I gave up and walked away with a 10% gain.
There is a bifurcation of consumer brands right now in CPG and foods. People want to either go upmarket (perceived higher end brands) or go downmarket (generics/store brands) The mainstream brands in the middle are getting squeezed. You call them “solid brands” but I mostly see them as brands that don’t have much differentiation from generics going forward. For example I don’t need Tylenol, I can get the CVS brand of the same shit. But there some brands in there that people really prefer- like Huggies vs pampers vs generic
Well, to be fair, I never said it's bad technology, just that it's not really as unique as people think and I also stated their strong suits. The consulting side strength is something they have a hand over every other company, especially because their software isn't plug and play, it's custom tailored. When you contract them, they literally fly over engineers to build and tailor what you need. They don't just spin up a stack and leave you to fend for yourself. Besides, building off of open source tools is NOT a bad thing. It's often better than completely building proprietary software from scratch. Every single software out there has open source tooling to some degree. . AWS and Azure partner with EVERYONE. It's literally called AWS marketplace for a reason. I'm just speaking from my background as someone who has directed a lot of stack migrations for some of the companies you've listed. And again, the government connections is their strong suite. Almost all of the companies you listed partnered with Palantir due to their DoD certifications and connections. Even if someone does the exact same thing, due to regulations, you can't just accept any company. Not CVS and Ferrari, but I assume they're more customers using data foundry than partners.
Guess we should trust these two random redditors over companies and entities that partnered with Palantir such as... *checks notes* Amazon Web Services. Nvidia. Microsoft Azure. Oracle. Databricks. Snowflake. Booz Allen Hamilton. GDIT. Northrop Grumman. NHS England. BMW. Airbus. CVS. Ferrari. Oh, and Department of Defense Impact Level 6 (IL6) Provisional Authorization (PA). If only they'd all listened to boboshoes and coolelel they could've avoided the smoke and mirrors and been much better off, folks!
While your anecdote rings true for certain products, the numbers disagree. KVUE’s ROICs have averaged anywhere from 13-15% over the past decade, while their cost of capital averages 7.3%. This puts them well above truly commoditized product makers. They own a product that shares the origin story of the ‘Kleenex effect’ with Band Aid. The name is synonymous with the product. The private labels who compete in Kenvue’s space have no meaningful market share (Great Value, CVS, Walgreens brands) in most products that Kenvue focuses on. Not only do these brands win out on a volume basis, but Kenvue’s brand value allows them to charge a premium for an otherwise commoditized product. I personally don’t own any of the stock, as too much of their traffic comes from the dying drugstores of the US. But if someone likes a 5%+ yield and undervalued company driven down by a deranged crackpot making up conspiracy theories, I’d understand why.
Oh, snap\~! Thought you typed $80C 11/21. Booked some $80c 11/21 late on 10/28, and CVS rocketed at open on 10/29!!! Booked it. Bought it. Banked it!
CVS was 82 pre-earnings. Went to 87 pre-market, 85 at open, 80.66 now. Make my 80p 11/21 PAAAAHMP
CVS earnings report is 3 miles long
CVS -20% in the AM please and thank you
May just throw $200 at CVS 10/31 90c the reward is too good to pass up even considering I’d lose like half to IV crush 😅
CVS 86 2d BKNG 5600 3d
Plays for tonight: Calls: CVS, BKNG Puts: BA, VZ, ETSY
I couldn't sell myself on CVS moving enough either way.
But a couple of CVS calls or all in on GOOG?
Who cares. As long as public trust in this company begins to wither, and a general malaise begins to develop in the community, where we actually stop and think about the shit we put in our bodies just because it’s sold at fucking CVS, is a win in my book.
Someone was telling me to go full port KVUE. Then someone else said I should smoke rock behind the CVS.
Probs CVS. That thing is a piece of shit. I bought shares in my real brokerage almost 2 years ago and it’s the only thing red in my chart
Target does serve a purpose. For my family, the CVS Caremark is my employer's preferred pharmacy. Personally, I find checking out at Target to be easier than Walmart.
Bro, CVS is up 80% YTD, hold 55%. You should have bought CVS 😂
CVS up 84% and you all ignored it lol 🤑🤑
as someone who has fought major losses with huge risk, sometimes it's better to just walk away. the real question is; how much capital, and has your fundamental bias and understanding on this single asset changed? I have had this happen over the years with dozens of firms losing massive amount of shareholder wealth... CVS, ENPH, AAP, TSLA, BA, oil, gold, and more than I can count... most anything over a long enough time period has and will experience massive price changes. this is the game we play. honestly, if you just don't know what the firm is worth - it's best to just walk away. when I mean walk away, I mean reallocate that capital to something that can return value to you over time... such as a high quality broad market ETF.
If it had mooned he could have been set to life buying electrolyte drinks and protein bars from CVS with his hsa card..
Doesn’t CVS own Aetna Seems retarded to bet against healthcare
Puts on CVS they can’t fill any of my prescriptions. Gyna says no addy and heartburn for Anerica
Diageo, Constellation Brands, Kraft Heinz, Disney, Campbell soup, Brown Forman Honorable mentions near 10 years lows CVS, nestlé, General Mills, Coors, Dollar General etc
Diageo, Brown Foreman, Nike, Constellation Brands, Kraft Heinz, Disney, Campbell soup, CVS, nestlé, General Mills
Do you genuinely think OpenAIs makes most of its revenue from random laymans paying $20 a month? There's companies who have built their entire backbone off off the API OpenAIs provides that tens of not hundreds of thousands a month. Your $20 is the same as thinking CVS gets most of its revenue from the random chapstick you buy every other week.
*Hey baby do me a favor and cancel my Viagra subscription from CVS* #I'M GUNNA BUY DEM BONER PILLS OFF TrumpRX. YEE HAW!! 🤠
I was fixing to ask if any discount applies if I swing by the Walgreens or CVS?
Surely this is a ploy to monopolize RX eventually then slowly jack up prices for record profits for all right? Either way. It’s probably long term a good thing assuming the country recovers and someone can then take that infrastructure and make it a low cost meds for all thing. Idk seems like a direct attack on CVS and Walgreens though. 🤷♂️
wtf is this, I thought the government was supposed to stop giving healthcare, why is he getting a online CVS named after him?
Family member works for an independent pharmacy, this may put them out of business. Pharmacies operate on a very thin margin, and reimbursement rates are set by the PBM. They already lose money on many meds because PBMs set reimbursement rates lower than the medication cost. You can't refuse to fill them or you can get dropped from the contract. Im not convinced the PBMs will change the reimbursement rate enough to cover the cost difference. Basically the cost is now doubling and there is no ability to change how much they get paid. I bought puts on CVS, we will see what happens.
Comcast calls for dividend play Monday Tesla puts two weeks out because he’s 80-90% a confirmed Pedo now CVS and PayPal Bullspreads (puts and calls, monthly and LEAPS) SNAP June 2026 13Cs (insane open interest… possible someone’s expected AR glasses to hype stock. Crazy play: Snap gets bought by Palantir to have visual data from people everywhere?
short CVS, open, sofi
Wal-Mart, Ford, Visa, Mastercard, Google, T-Mobile, Kimberly-Clark, Coca Cola, Pepsi, $EWY, Johnson & Johnson, Unilever, Linde, Wells Fargo, Bank of America, Protecter & Gamble. Maybe a little Target, CVS, Tyson and Kroger thrown in too.