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Vertical Integration
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Vertical Integration
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HUM
Humana is a beaten-down Medicare Advantage franchise priced for permanent impairment.
Buy · 2026-05-04
CVS
A three-headed conglomerate trading at owner-earnings parity but with no durable moat.
Avoid · 2026-05-03
WSM
Premium home brands, fortress balance sheet, trading at half intrinsic value.
Buy · 2026-05-05
GRMN
A wonderful business at a fair-but-no-longer-cheap price; wait for a pullback.
Hold · 2026-05-04
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