Should CVS Split Up? Plus, the Case for Small-Caps.
Barron's Streetwise
Navigating Healthcare and Investment Strategies
This chapter examines the challenges CVS and Aetna face in the evolving healthcare landscape, focusing on the impact of Medicare star ratings and exploring strategic options for the company. It also delves into investment strategies, contrasting active management with traditional indexing, and addresses market trends influenced by technology and artificial intelligence.
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