Author Topic: DaVita Thesis?  (Read 36409 times)

txlaw

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DaVita Thesis?
« on: November 08, 2012, 11:13:45 AM »
I have no plans on putting any money into DaVita, but I'm interested in seeing if any board members have a thesis on why BRK is so interested in the company.

Anyone want to provide such a thesis?  I know very little about the company.


mysticdrew

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Re: DaVita Thesis?
« Reply #1 on: November 08, 2012, 11:20:20 AM »
Long term trends in aging and health care.

high growth in diabetes and kidney disease, increased use of dialysis.

Potentially some moat around brand and scale.  I can't really name another nationwide competitor.

Yours Truly

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Re: DaVita Thesis?
« Reply #2 on: November 08, 2012, 12:37:11 PM »
I have no plans on putting any money into DaVita, but I'm interested in seeing if any board members have a thesis on why BRK is so interested in the company.

Anyone want to provide such a thesis?  I know very little about the company.

I believe dialysis falls within Ted's circle of competence and he must really like the wacky CEO

Palantir

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Re: DaVita Thesis?
« Reply #3 on: November 08, 2012, 04:45:27 PM »
It's not that hard to see really...good company with very strong growth characteristics....
« Last Edit: November 08, 2012, 04:50:26 PM by Palantir »
My Portfolio: AMZN, PAGP, FSLR, OKE, PYPL, RHT, MSFT

txlaw

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Re: DaVita Thesis?
« Reply #4 on: November 13, 2012, 08:44:47 AM »

Grenville

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Re: DaVita Thesis?
« Reply #5 on: November 13, 2012, 09:07:23 AM »

jeffmori7

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Re: DaVita Thesis?
« Reply #6 on: November 27, 2012, 06:58:16 PM »
http://www.bizjournals.com/denver/news/2012/11/27/buffet-increases-share-of-davita-stock.html

Now a nearly 13% stake. Is Berkshire doing a BNSF with Davita? Building a large position on the open market before a buyout someday?


http://www.dataroma.com/m/ins/ins.php?t=y&am=0&sym=DVA&L=1
« Last Edit: November 27, 2012, 07:15:21 PM by jeffmori7 »

tooskinneejs

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Re: DaVita Thesis?
« Reply #7 on: December 02, 2012, 05:17:54 AM »
Davita being accused of a massive overbilling fraud...

http://www.cnn.com/2012/11/30/health/medicare-fraud-case/index.html?hpt=hp_t3


Grenville

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Re: DaVita Thesis?
« Reply #8 on: December 02, 2012, 09:40:23 AM »
Davita being accused of a massive overbilling fraud...

http://www.cnn.com/2012/11/30/health/medicare-fraud-case/index.html?hpt=hp_t3

Thanks. Not the best PR for Davita.

+ The Vainer Private Civil Suit started in 2008 and covers Vitamin D and Iron Agents
+ The Woodward Private Civil suit that was started in 2007 was settled recently for 55mln recently and related to EPO dosages
+ I'm not a huge fan of the 100mln spent to build the new HQ in Colorado. I don't know if that's a lot for HQ but it seems a bit high. Thoughts?
+ Kent Thiry does get paid well
+ If the claims from the Vainer suit are true I don't understand why the government is not involved in supporting the litigation.


jeffmori7

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