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The narrative surrounding Cardinal Health (CAH) has long been as unglamorous as the trucks it operates: a low-margin logistics utility. But if you’re still looking at CAH through that lens, you’re missing the transformation of its “quantamental DNA”.

I analyzed this shift, and I am amazed at how a legacy distributor is successfully pivotting into a high-margin specialty platform amidst a “macro tsunami”. Don’t believe the popular narrative that this is just another middleman; the data shows a company generating “idiosyncratic alpha” through business model innovation.