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.

Moody's (MCO) vs. McGraw-Hill Financial (MHFI): A focus on the CRAs [3/14/2016] - 25 slide deck

Link to Slide Deck MCO vs. MHFI - 25 Slides (3/2016)

Brief Overview of S&P Ratings vs. MIS