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It has been almost half a year since I published my last article about Walgreens Boots Alliance (NASDAQ:WBA) in early January 2025. And while the stock increased almost 22% in the meantime, which is
Walgreens Boots Alliance: Voting 'For' Is The Best Remaining Option
Summary
- Walgreens Boots Alliance is set to be acquired by Sycamore Partners, offering shareholders $11.45 per share plus up to $3.00 in additional payments.
- The company continues to struggle fundamentally, posting operating losses and negative free cash flow, with no clear turnaround in sight.
- Shareholders face three choices: sell now, vote for the acquisition and potential extra payout, or vote against and risk a steep stock decline.
- Given ongoing poor results and limited upside, I plan to hold my shares and vote for the acquisition, as it's likely the best outcome available.
My analysis is focused on high-quality companies, that can outperform the market over the long-run due to a competitive advantage (economic moat) and high levels of defensibility. Focused on European and North American companies, but without constraints regarding market capitalization (from large cap to small cap companies).My academic background is in sociology and I hold a Master’s Degree in Sociology (with main emphasis on organizational and economic sociology) and a Bachelor’s Degree in Sociology and History.
Analyst’s Disclosure:I/we have a beneficial long position in the shares of WBA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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