❤️️ Sign Up ©2026 NetHappenings News Email List
✅ https://cyberplayground.org
©2026 TWITTER @CyberPlayGround
©1998-©2026 *Educational CyberPlayGround®
©2026 https://k12playground.com
©2026 https://RichAsHell.com
©1993 – ©2026 https://edu-cyberpg.com
Donald Trump Portfolio Tracker
https://x.com/TrumpsPortfolio
@TrumpsPortfolio
Tracking all of Trumps trades so I can get filthy rich
I CALLED IT, ANIMALS, AND YOU LAUGHED!!! Months ago I told you ICE would buy facilities DIRECTLY from the prison companies at north of $150,000 per bed — and I was WRONG, folks, it was BETTER!!! ICE just bought TWO facilities from CoreCivic — $CXW— for $1.47 BILLION!!! That’s $286,000 per bed in California City, $371,000 PER BED at Otay Mesa, $323,000 a bed COMBINED — DOUBLE what these things cost to build!!! Even I underestimated the beauty, and I NEVER underestimate!!!
AND WHO OWNS $CXW ??? DONALD TRUMP!!!
It’s RIGHT THERE in the disclosure, folks — the man holds CoreCivic AND GEO Group, the two companies running America’s ICE detention centers!!! Follow the bouncing ball: HE runs the immigration crackdown!!! HIS DHS just wired $1.47 billion to a company HE OWNS SHARES IN, at DOUBLE replacement cost!!! The buyer is his government, the seller is his portfolio, and the taxpayer is the ATM!!! That’s not a conflict of interest, that’s a CLOSED LOOP!!!
And the STRUCTURE is a masterpiece: DHS buys the buildings, but CoreCivic KEEPS OPERATING them under the same contracts!!! Sold the real estate, KEPT the revenue — like selling your house and the buyer pays YOU rent!!! Gain north of $1 BILLION on assets carried at PENNIES!!!
THE DE-LEVERING — exactly like I told you: $716 MILLION of debt GONE overnight!!! Credit facility, GONE!!! The 2027 notes, GONE!!! And that puts them under the covenant thresholds that unlock UNLIMITED BUYBACKS with the $400 million left over!!! Fewer shares, folks — and whose shares get more valuable??? DONALD’S!!!
AND THE SEQUEL IS COMING: CoreCivic says it’s in talks with ICE to sell MORE facilities!!! The machine runs forever: sign the orders, fill the beds, sell the buildings to yourself at double price, buy back the stock, watch the disclosure GLOW!!! One catch the animals should know — ICE can cancel those operating contracts anytime, so read the covenants before you chase!!! Do your own research, NOT advice!!! Is ANYBODY looking into this??? The SEC??? He APPOINTS the SEC!!! I called the trade, the price, AND the de-levering — GREATEST prison analyst in American history, maybe ever!!!
Trump’s financial disclosure is 927 pages long.
Buried inside it is a stock almost nobody talks about: McKesson.
Never heard of it? It touches 1 in 3 prescriptions filled in America. $403 BILLION in revenue last year. Bigger than Apple by sales.
And the story gets weirder the deeper you dig.
This company paid a record $150M DOJ fine for pumping opioids into communities.
Then got hit with an $8.1 BILLION settlement charge. It will be writing opioid checks until the 2040s.
The stock? Up 6x since 2019.
It keeps 1.5 cents of every dollar that flows through it. Sounds terrible.
It’s not.
Suppliers effectively finance the whole operation.
It’s an insurance float machine disguised as a trucking company, and it printed $5.4B in free cash flow last year.
It has bought back 40% of its own shares in a decade.
Here’s the part nobody’s saying out loud: its single biggest regulatory threat is Trump’s own drug pricing agenda.
MFN pricing consumed 95% of analyst questions on one earnings call.
The President’s portfolio holds the exact stock his policies are supposed to squeeze.
And the whole thing hangs on one thread: CVS is 24% of McKesson’s revenue.
That contract expires in June 2027. The negotiation is happening NOW.
I read 10 years of annual reports and 10 earnings calls, rebuilt the model, and valued it like a buy-side analyst.
Bear case: $630. Base: $860. Bull: $1,025. Stock today: $803.
The President’s advisers own the pipes of American medicine.
Full breakdown of why, and what it’s actually worth:
The President Owns the Pipes of American Medicine
The pipes of American medicine are in the portfolio. Here is how the money actually gets made, and what the business is worth at $803.
TRUMP PORTFOLIO TRACKER
JUL 16, 2026
https://x.com/TrumpsPortfolio/status/2077794040393744768
Buried somewhere in the 927 pages of the president’s 2025 annual financial disclosure, alongside the megacap tech names, the defense contractors, and the municipal bonds, sits a position in McKesson Corporation. It is not a name that generates headlines. It is a pharmaceutical distributor with reported operating margins near 1.5 percent, headquartered in Irving, Texas, that most Americans have never heard of despite the fact that it touches roughly one of every three prescriptions filled in this country.
A caveat before the analysis, because this newsletter tries to be honest about what the disclosures do and do not tell us. The filings report holdings in broad dollar ranges across eight investment accounts, and the White House maintains those accounts are run by professional advisers who do not regularly communicate with the president. So the interesting question is not what Trump sees in McKesson. It is why a professional money manager building a large, defensively tilted American equity portfolio in 2025 and 2026 would want this specific stock. That question has a genuinely good answer.
Whether the stock deserves $803 is a separate question, and answering it properly requires understanding a business model that almost everyone, including a fair number of people who own the stock, gets wrong.