Moon Capital Management highlighted stocks like CVS Health Corporation (NYSE:CVS), in the fourth quarter 2024 investor letter. CVS Health Corporation (NYSE:CVS) is a US-based health solutions ...

Moon Capital Management, LLC, an investment management ... Unlike our decision to sell CVS, which was influenced by operational issues and capital allocation decisions, the sale of Goldman was ...

Equity valuations are undeniably elevated, with the S&P 500 currently trading at approximately 22.5x forward earnings. Even though our 27% equity return last year outpaced the S&P 500, it was not ...