Tag Archives: Amazon

Zur Rose AG (ISIN: CH0042615283) – Loss making failed IPO or long term growth opportunity ?

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Disclaimer: This is not investment advice. DO YOU OWN RESEARCH !!!!

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The company

Zur Rose AG is a Swiss company that specializes in selling / distributing pharmaceuticals. The core business is Swiss distribution business where they distribute pharmaceuticals to Doctors, as in some parts of Switzerland, Doctors canboth, prescribe and sell pills. In 2012, Zur Rose made a smart/lucky buy: For only 25 mn EUR, they bought German based online Pharmacy Doc Morris from Celesio, a German Pharmaceuticals wholeseller that got later acquired by McKesson (I owned the stock as special situation)

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Special situation: Whole Foods (WFM) – “free options” anyone ?

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A few days ago, Amazon famously announced to take over Whole Foods Market for 42 USD per share (representing a premium of around 27%).

Markets enthusiastically welcomed this move from Amazon, with the Amazon share jumping almost 4% or ~13 bn USD, which coincidently was almost equal to the deal amount.

Whole Foods itself was “under siege” from activist investor Jana which had built up a 9% stake in the company. Just 2 days before the takeover, Whole Foods CEO called Jana “greedy bastards” indicating that he was not happy having such a shareholder.

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