Sift Stack
Mythos, US & Iran Stalemate, Cencora Stock Review, & The End of Spirit Airlines: TWSS 27 - 5.4.2026
27:30
Episode 27 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Drug distributor, Cencora, is in the spotlight for a stock review. With $325B in revenue, its low-margin business relies on massive pharmaceutical volume and a defensive but narrow economic moat. The Strait of Hormuz dual blockade has spiked energy costs, forcing…