New Global Middle Class and Digital Lifestyle Converge at Walgreens 

New Global Middle Class and Digital Lifestyle Converge at Walgreens 

A few days ago we ran across a story that probably didn’t make headlines in too many places. Here at Tematica, however, it was quickly shared with the team because it perfectly depicts the coming together of two of our investment themes: The New Global Middle Class and the Digital Lifestyle. Here is part of […]

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Amazon + PillPack = Pharmacy Disruption 

Amazon + PillPack = Pharmacy Disruption 

This week Amazon finally did what it was long rumored to do — enter the pharmacy space with its acquisition of PillPack, an online pharmacy that lets customers buy medications in pre-made doses. From my perch, I see the long expected move by Amazon into the pharmacy space as putting pressure on the prescription drug business, especially for […]

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Walgreens and the morality of taxes

Walgreens and the morality of taxes

  There’s been quite a bit of chatter on Facebook and in the investment community concerning Walgreens’ (WAG) announcement that it does not intend to take advantage of the tax breaks its potential acquisition of Alliance Boots in the UK would allow under the tax code, a strategy which could save it and thus its […]

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