DaVita Inc has achieved a rare dual feat - be a staple in Berkshire Hathaway's portfolio and be a target of John Oliver's criticisms. The kidney dialysis provider exemplifies the murky ecosystem of healthcare providers and payments. Does that make it a short? We break down a recent article by Ethan Watkins to see if we can better understand this situation.
Topics covered:
The murky world of healthcare and DaVita's role - 3:00 The woes of charity in the kidney business - 6:30 The narrow economics of the dialysis business - 11:00 And then there's the balance sheet - 20:00 The monkey wrench in the DaVita Medical Group sale and the contrary incentives - 25:15 The elephant in the healthcare room - 29:30 The bull case - inelastic good, a moat, what else? - 34:45 The Buffett/Berkshire (BRK.B) (BRK.A) angle - reason to believe? - 40:15Behind The Idea #100: The Alphies 2.0
Behind The Idea #99: Why I'm A Bad Investor
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Behind The Idea #92: Finding The Range For Range Resources
Behind The Idea #91: Hill International With Tim Heitman (Bonus Episode)
The Investing Edge Trailer: Talking Scorpio Tankers' Opportunity And Netflix's Big Challenge
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Behind The Idea #86: You Can Be A Stock Market Genius, Pt. 2
Behind The Idea #85: You Can Be A Stock Market Genius, Part 1
Behind The Idea #84: Bluegreen And The Busted Bid
Behind The Idea #83: Paradigm Shifts, Gold, And You
Behind The Idea #82: Picking Through Pharma Pressures, With Ed Silverman
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