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Author Topic: HCA - HCA Holdings  (Read 3892 times)

RedDaruma

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HCA - HCA Holdings
« on: November 22, 2016, 12:14:02 PM »
Hi. Can anybody share HCA Holdings pitch by Dale Wettlaufer (Charlotte Lane Capital), which was posted on SumZero recently? Thanks
« Last Edit: March 23, 2020, 12:18:21 PM by Parsad »
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gfp

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Re: HCA Holdings
« Reply #1 on: November 22, 2016, 12:27:40 PM »
Here are links to his reports on HCA last year.  (Links at bottom of blog post)
https://valuetrap13.wordpress.com/2015/11/24/hca-the-other-music-city-miracle/

Here's a recent Q&A with SumZero and Wettlaufer on HCA:
http://www.businessinsider.com/obamacare-isnt-going-away-and-that-makes-one-stock-a-great-investment-opportunity-2016-11

If that's not enough you might try asking him - dale@charlottelane.com
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RedDaruma

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Re: HCA Holdings
« Reply #2 on: November 22, 2016, 01:41:06 PM »
Thank you a billion, globalfinancepartners!
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AzCactus

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Re: HCA Holdings
« Reply #3 on: March 18, 2020, 10:31:40 AM »
What the heck is going on here.  This is a hospital group during a medical crisis and their stock is getting super pummeled.  Does anyone have any insights here?
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nspo

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Re: HCA Holdings
« Reply #4 on: March 18, 2020, 10:37:35 AM »
Quote from: AzCactus on March 18, 2020, 10:31:40 AM
What the heck is going on here.  This is a hospital group during a medical crisis and their stock is getting super pummeled.  Does anyone have any insights here?

+1 wondering the same!
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spartansaver

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Re: HCA Holdings
« Reply #5 on: March 18, 2020, 10:41:33 AM »
A possibility (this is from a friend) - You lose out on all your high margin cases that have insurance and are stuck treating a bunch of coronavirus people on Medicare/Medicade who are low margin/loss making. Just his two cents, not mine. I have no skin in this game.
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K2SO

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Re: HCA Holdings
« Reply #6 on: March 23, 2020, 06:31:34 AM »
It's all about non-urgent (and higher margin) procedures getting squeezed out as all resources are dedicated to treating virus patients.

But it also adds a huge element of uncertainty that even HCA management can't anticipate. For example, what are the added costs of protecting other patients and staff from virus transmission? How about the possibility that staff will catch the virus and be unavailable for long periods of time?

This morning HCA announced they have drawn a $2B credit line and suspended share repurchases.
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