McKesson Corporation: A Defensive Healthcare Value Stock Without A Patent Cliff

Group 1 - The article discusses a value investing approach that emphasizes classical value ratios such as low P/B, P/FCF, and Owner Earnings discounting [1] - It highlights the importance of tracking earnings growth versus price appreciation as a key element in evaluating quality investments [1] - The author advocates for self-indexing using the Dow Jones Industrial Average combined with Joel Greenblatt's Magic Formula for tax efficiency [1] Group 2 - The author has a background in private credit and CRE mezzanine financing, indicating experience in financial markets [1] - The author is fluent in Mandarin and has worked extensively in China and Asia, suggesting a strong understanding of international markets [1]