Wait, he only has you for Friday?
Yeah, but a can of Coke won't taste fresh like that SodaStream cup.
This is investing, does one invest for interest or return?
What CVS and Express Scripts do is extremely boring, yet it provides an excellent return for them.
The original VRX thesis was that "super major" type companies didn't always make sense in pharma. That a late stage company specializing in commercialization could be far more efficient and profitable than a fully integrated one. The rise of Valeant, Concordia, Mallinkrodt, Endo ect all prove this thesis was valid even if that side of the industry is in disarray.
I also own a lot of VRX ;).
Same could have been said infrastructure companies like KMI and CORR who own boring oil and gas pipelines.