Earnings and Market Sentiment - Walgreens Boots Alliance (WBA) is expected to report its Q4 FY24 earnings on October 15, 2024, pre-market [1] - The analyst anticipates potential disappointments in the upcoming earnings report, even if there is an upside surprise [1] Investment Strategy and Portfolio Management - The analyst manages a family portfolio primarily through a Self Managed Super Fund, focusing on alpha-generating investment ideas [1] - The investment approach is generalist, targeting any sector with perceived alpha potential compared to the S&P 500 [1] - Typical holding periods range from a few quarters to multiple years [1] Disclosure and Author Background - The analyst holds a beneficial long position in VOO through stock ownership, options, or other derivatives [2] - The article reflects the analyst's personal opinions and is not compensated by any company mentioned [2]
Walgreens: No Catalysts To Drive A Turnaround