Cencora: Yet Another Strong Quarter, But Valuations Still Aren't Cheap

Group 1 - Cencora, Inc. is one of the three major pharmacy distributors in the US and has demonstrated strong compounding growth over the years by leveraging its oligopolistic market structure [1] - The company is viewed positively in terms of business performance, indicating a stable operational environment [1] - The investment focus is on value-oriented opportunities, particularly in sectors such as chemicals, homebuilders, building materials, industrials, and metals & mining [1] Group 2 - The investment strategy emphasizes acquiring stocks that are undervalued and have near-term catalysts for growth [1] - The investment horizon for potential opportunities ranges from one quarter to two years [1] - The analyst has over three years of active investing experience, including roles as a buy-side analyst at a boutique research firm and family offices [1]