$CVS remains my top large cap pick here. I think Buffett letter this weekend was the most bullish thing I’ve read for value stocks in a long time. He basically said bonds are the worst investment here and that Wall St never gets tired of story stocks. This is a toxic statement if by #Buffett if you’re a growth investor that has just come off a hell of a decade. Now getting back to CVS. Currently trading at a FCF yield of >12% i.e. printing money. What many people don’t realize is this is a subscription business. Here me out for a second. Their PBM which