DVA is up more than 10% since we initiated this long position about a month ago. The stock is up 2% this morning alone, and nearing its 2013 highs, which were registered on May 10th …
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When we wrote our DaVita trade idea on Thursday (below), we specifically chose April expiry because we wanted to give the trade plenty of time to work out. In fact, we even considered simply buying …
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One of the best investment blog posts that I’ve read in all of 2013 was a post by Brooklyn Investor a few weeks ago related to DaVita. Brooklyn is a well-versed value investor of the …
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Health insurance is not a glamorous business. It’s widely blamed, rarely praised, and viewed as a scourge on the American economy. It’s believed to drive up costs for all, and encourage suboptimal health outcomes at …
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