Friday, March 18, 2016

DaVita HealthCare Partners ("DVA") [3/18/2016] - Slide Deck

Link to Slide Deck: DaVita HealthCare Partners (DVA) Slide Deck [3/18/2016]

At ~ $70.00/share, I think DaVita ("DVA") is attractive as a core holding, due to:

  1. Underlying business drivers being non-cyclical, not seasonal, and steady
  2. DVA having highly talented management 
  3. Long runway for international reinvestment (early start-up phase)
  4. Competitive position is strong and growing, in oligopoly market

Feedback/Comments are appreciated.


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