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Buffett's Investor Pick Ted Weschler Discusses DaVita Inc.

March 03, 2014 | About:

Comments

vgm
Vgm - 7 months ago

It was fascinating to hear how Weschler mentally approaches healthcare and to have his explicit thoughts on DVA. An elegantly simple yet powerful analysis backed by in-depth study. I hope we hear more from him in the future. There was an excellent article on DVA from noideahow on GF quite recently. (I am long DVA)

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