Compounders Podcast

Building the Largest Dental Supplier in the World with Stan Bergman, Chairman and CEO of Henry Schein (NASDAQ: HSIC)

Jan 4, 2022
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Episode notes
1
Introduction
00:00 • 3min
2
Henry Shin's Animal Health Spin Off
02:39 • 2min
3
Capital Allocation Decisions - The Spin Off of the Animal Health Division
04:50 • 2min
4
One Plus One - The Highest Margin Segment Within Henry Schein
06:44 • 2min
5
Henry Shine - What Are the Benefits to Shine?
09:11 • 3min
6
Why You Shouldn't Lead Your Own Expert Calls With Tegus
12:37 • 5min
7
Access to Dental Care Outside the Us
17:52 • 2min
8
Growth Opportunities Outside the US
20:08 • 3min
9
How Much Is the International Strategy Centered Around M and a Versus Greenfields?
22:47 • 2min
10
The Medical Division Has Grown Consistently
24:27 • 3min
11
Will a Big Transformational Acquisition Come Along?
27:34 • 2min
12
Is There Any One That Can Compete With Shin?
29:56 • 4min
13
We're Under Price Pressure. We've Got to Earn Our Living Everyday
33:50 • 2min
14
The Number One Reason Why People Stay With the Company
35:56 • 4min
15
Is Oca Wasting Sharehold of Value?
39:40 • 2min
16
Henry Shine - The Distributor or the Er?
41:57 • 3min
17
Is There Anything That Holds Back Growth?
44:46 • 2min
18
What Do You Think of the Stamburgman Legacy?
46:43 • 2min
19
Corporate Governance
48:44 • 3min
20
Keeping the Culture Right in an Environment That's Challenged
52:05 • 4min
21
Henryston
55:45 • 4min