No. of Recommendations: 5
Many great companies listed by others on this thread. My only suggestion is a drug distributor. They often get overlooked. The three major ones are an oligopoly in US. Much less risk than pharmaceuticals, medical devices, health insurers. May appear at first glance to be an easily disruptable business, but the cold temperature handling requirements for vaccines and some other drugs is fairly complex and even the likes of Amazon and Sysco haven’t tried to take them on.
Of the three, Mckesson is probably the best, the other two are Cardinal Health and Amerisource Bergen. And they are all reasonably valued at present.
I never understood why Buffett didn’t acquire one of them or bought a significant position.
