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Alluvium Global Fund's investment thesis on Walgreens ($WBA) — Q2 2023 | Buyside Digest

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$WBANYSEWalgreens

BULL

Alluvium Global Fund—WBA

Fund Letter

Q2 2023

Published July 11, 2023

View Fund Profile

Price pending

—

—Pitched

Pending market quote

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Walgreens experienced short-term headwinds from reduced vaccine demand, a weak flu season, and slower execution on healthcare acquisitions. Despite these integration...

— Stuart Pearce, Alexis Delloye

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