diary:2024-05:2024-05-01 []

CVS
- CEO Karen S. Lynch
CVS Health earnings
- Q1
  - aeps (adjusted earnings per share) = \$1.31
  - revenue = \$88.4 billion
- full-year guidance for earnings per share to at least \$7
Medicare Advantage is the privately managed, government-funded insurance plan

Joe Rosenberg
- CIO at Loews
- chief investment strategist at Lowes
- advisor to the Tisch family
- was hired by Laurence Tisch
- proficient in investing in commodities, fixed income, currencies, or stocks
- home in Maplewood, N.J.
- was prickly and intimidating, but once someone gained his confidence, he was generous with his time and insights
- he worked on a kibbutz in Israel
Loews
- the conglomerate controlled by the Tisch family
- CEO James Tisch
Trans World Airlines
CNA Financial
- the property and casualty insurer controlled by Loews
the ’21’ Club in Manhattan
investment luminaries, including Leon Cooperman, David Tepper, Dan Och, Robert Rubin, and Stan Druckenmiller
In 2011 the market had been depressed by worries over sovereign debt in Europe
look at companies whose stocks are down a lot this year
Pfizer CEO Albert Bourla … was spending too much on acquisitions to bolster the pipeline