In short: Named only as a potential acquirer of Waystar. "Another interesting acquirer could be CVS Health, Elevance Health, or Signify Health. Diversified managed healthcare players seeking to own clearinghouses and payment workflow rails between providers and health plans to diversify… from their PBM and other businesses… So CVS and UnitedHealth could be acquirers."
Full passage: premium transcript (PDF).
In short: Named as a reference customer establishing a use case for the ITSM Level-1 automation offering — part of GS's evidence that NOW's AI product-market fit is improving.
Full passage: premium transcript (PDF).
In short: Brown's "best stock in the market" — an unloved name breaking "the hundo" ($100); a big enough cap that "a lot of people can make money in this."
In short: Reiterated cheap on a sum-of-parts "with a lot more upside" — part of the rotation into beaten-down rate-sensitive value (REITs, banks, healthcare) and away from extended mega-cap tech into the post-treaty melt-up.
CVS is the drugstore chain plus a big insurer (Aetna) and a drug-pricing middleman. Those businesses have been under pressure and the stock fell hard. Singh thinks that if you value each piece separately and add them up, it's very cheap "with a lot more upside."
It's his favorite expression of a bigger idea: money should rotate out of expensive tech and into beaten-down, rate-sensitive value — healthcare, banks, REITs — especially if falling rates from the peace deal give those sectors a tailwind.
Full passage: premium transcript (PDF).
In short: Long-side value work: sold off dramatically on the PBM + insurer issues but "trades extremely cheap" on a sum-of-the-parts; part of the rotation into REITs/banks/healthcare, which are very undervalued vs tech.
CVS is the drugstore chain plus a giant insurer (Aetna) and a pharmacy-benefits manager — the middleman that negotiates drug prices. Those last two businesses have been under political and earnings pressure, and the stock sold off hard.
Singh's view: if you value each piece separately and add them up (a "sum of the parts"), the stock is extremely cheap. It's part of his broader rotation into the unloved sectors — healthcare, banks, REITs — which are about as cheap versus tech as they've been in a decade.
53:40and sectors like REITs and banks and healthcare are very undervalued versus tech. if you look at the last 10 years of historicals so we've been doing fundamental work on companies like CVS which has sold off dramatically because of its PBM and an insure but actually trades extremely cheap.
In short: Named once, as the gatekeeper whose decision moved US volumes: "In May 2025, CVS Caremark (a large pharmacy benefit manager) made Wegovy its preferred drug over Lilly's Zepbound." Context for how the American pricing fight is actually settled — through formulary placement rather than at the pharmacy counter — not a view on CVS.
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.