Hurdle Turtle Investing
Contrarian, value, long-term horizon, long only

Express Scripts: Just What The Doctor Ordered

Express Scripts (NASDAQ:ESRX) is the complete package and now my largest position by far. It is, in my opinion, the textbook definition of a great company at a great price.

Great Company

'Great company' is an ambiguous phrase and probably means different things to different people, but of...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
  • Access Top Ideas, chosen by Seeking Alpha’s editors
  • Filter long and short ideas by market cap and sector
  • Get Coverage of over 5,000 stocks, many of which have little or no coverage elsewhere
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO." Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else." Patrick Rice, Mainstay Capital Management
100% Satisfaction Guaranteed
You are protected by the Seeking Alpha Money Back Guarantee and will get a prompt refund on the unused portion of your subscription at any time, for any reason.