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Notes from

  • CVS
    • CEO Karen S. Lynch
  • CVS Health earnings
    • Q1
      • aeps (adjusted earnings per share) = \$1.31
      • revenue = \$88.4 billion
    • full-year guidance for earnings per share to at least \$7
  • Medicare Advantage is the privately managed, government-funded insurance plan

Notes from

  • Joe Rosenberg
    • CIO at Loews
    • chief investment strategist at Lowes
    • advisor to the Tisch family
    • was hired by Laurence Tisch
    • proficient in investing in commodities, fixed income, currencies, or stocks
    • home in Maplewood, N.J.
    • was prickly and intimidating, but once someone gained his confidence, he was generous with his time and insights
    • he worked on a kibbutz in Israel
  • Loews
    • the conglomerate controlled by the Tisch family
    • CEO James Tisch
  • Trans World Airlines
  • CNA Financial
    • the property and casualty insurer controlled by Loews
  • the ’21’ Club in Manhattan
  • investment luminaries, including Leon Cooperman, David Tepper, Dan Och, Robert Rubin, and Stan Druckenmiller
  • In 2011 the market had been depressed by worries over sovereign debt in Europe
  • look at companies whose stocks are down a lot this year
  • Pfizer CEO Albert Bourla … was spending too much on acquisitions to bolster the pipeline
diary/2024-05/2024-05-01.txt · Last modified: 2024/05/01 14:51 by raju