Henry Schein is a good business at an average price. It is a good business, not a great one. However, it is a business I understand and with which I feel comfortable, so I find myself sticking around.
First, what does Henry Schein (“HSIC”) do.
“The Company believes that these investments, coupled with its broad product offerings, enable the Company to provide its customers with a single source of supply for substantially all their healthcare product n...