Partnership With Berkshire Hathaway and JPMorgan Offers Amazon Clearest Path to Healthcare Entry
Though details are sparse, we view the Jan. 30 announcement that wide-moat Amazon, wide-moat Berkshire Hathaway, and narrow-moat JPMorgan Chase will form "an independent healthcare company that is free from profit-making incentives and constraints" as an intriguing partnership that opens up Amazon to a more serious push into other healthcare products and services. Instead of directly entering the market through an acquisition of or partnership with a pharmacy benefit manager, insurer, drugstore,...
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