Short Bias
Short only, contrarian

Short AmerisourceBergen: There's No Easy Cure For What Ails This Drug Wholesaler

In the aftermath of the Affordable Care Act's passage, the smart money began scouring for companies that would benefit from the Act's implementation. Many wise asset managers honed in on the pharmaceutical wholesalers - The Big Three, as they are known. On the surface, the sector and its players seemed to be well-positioned: 90%+ market share concentrated in three companies, h...

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