Equity Research Database

Institutional Investment Pitches

Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.

Home Letters Funds Account

Alluvium Global Fund's investment thesis on McKesson ($MCK) — Q1 2025 | Buyside Digest

All Pitches

View Letter Analysis

$MCKNYSEMcKesson

BULL

Alluvium Global Fund—MCK

Fund Letter

Q1 2025

Published March 1, 2025

View Fund Profile

$864.76USD

-4.8% vs last month

$644.22Pitched

+34.2% since pitch

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

McKesson reported robust financial results, narrowed its guidance upward, and expanded its portfolio through the strategic acquisition of PRISM Vision. Although the stock...

— Stuart Pearce, Alexis Delloye

BSD Research Exclusive

Unlock Full Institutional Investment Theses

Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.

6,000+ Institutional Pitches

Proprietary AI Analysis

100 Letter Unlocks/Cycle

SUBSCRIBE TO BSD RESEARCH ($55/MO)Compare All Plans

Already a Research or Pro subscriber? Sign In

◆ Keep Reading

What other investors think about $MCK, and what else Alluvium Global Fund is buying.

Other pitches on $MCK

Other investors who've written on McKesson

No other institutional pitches found for this ticker yet.

View all $MCK pitches →