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SEC filings, financial facts, source resources, and Goglides workspace context for McKesson Corporation.
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A TSMC five-year double thesis focused on advanced-node foundry leadership, advanced packaging, AI customer demand, capex, margins, and Taiwan risk.
OpenA Coverage Bootstrap TSMC company evaluation covering advanced-node foundry leadership, CoWoS, customers, margins, capex, global fabs, Taiwan risk, and valuation setup.
OpenMcKesson reported FY2026 revenue of $403.4 billion and FY2026 operating income of $6.2 billion. The thesis depends on pharma distribution scale, specialty growth, working capital, margins and cash conversion.
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