Long Walgreens

Walgreens was a deep value play that the market had completely thrown away. This was one of the earlier trades I actually documented on X before I was regularly active on the platform. I purchased shares around $7, calling it deep value when no one wanted to touch it.

Months later, a private equity firm bought the company out for approximately $11.50 a share. A straightforward thesis — the market mispriced a business, I recognized it, and it played out.