Joel Hawthorne @louiswinthrop updates us on Friday's activity in $TSLA, $NVDA, $MSFT, $AMD, $AAPL, and today's $VIX and ...TSLA Leads Equity OptionsFrom Youtube: https://www.youtube.com/watch?v=M2ZjbjhBE3A
3.25% dividend yield, strong free cash generation.Oak Street acquisition projected to add $2 billion in EBITDA by 2026.Expects significant volume growth at pharmacies with the introduction of several biosimilar and generic drugs in FY23.Modest FY23 guidance targeting 7% EPS growth despite some sustained headwinds in retail.Investment ThesisCVS Health$CVS Health(CVS)$ is a well-known retail pharmacy chain in the United States that has expanded into healthcare services with Aetna and is targeting Medicare Advantage and Medicaid recipients. In a recent acquisition in the form of Oak Street, CVS will continue this trend.85% of the US population lives within 10 miles of a CVS, and the number of digital customers getting care under CVS Health has increas