What can go wrong with Express Scripts? In the following video, Jim Mueller outlines the two biggest risks: an insurance company switching to a competitor, and government regulations. Insurance companies are always looking for a better deal, so Express Scripts is always vulnerable to losing an account. And government regulations constantly increase and could limit revenues.

For more, check out the video.

Austin Smith and Jim Mueller have no position in any stocks mentioned. The Motley Fool recommends and owns shares of Express Scripts. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.