Guru Larry Robbins (Trades, Portfolio), the founder and CEO of Glenview Capital Management, also serves on the Robin Hood Foundation Board of Directors, as well as the board for Teach for America.
In the YouTube video below, Robbins speaks on his rationality and motivation for philanthropy, as well as the luck factor and variance of being born into a good situation versus an unfavorable situation.
https://www.youtube.com/watch?v=G2_XV7yLmdk
Robbins has most recently purchased shares in Humana Inc. (HUM, Financial), Tenet Healthcare Corp. (THC, Financial) and Laboratory Corp. of America Hldgs (LH, Financial).
Humana has a market cap of $25 billion and a P/E ratio of 19.60
On Nov. 17, Robbins added 850,639 shares of Humana, bringing his total holding to 7,486,029 shares.
Humana is a healthcare company that offers insurance products and health and wellness services. Its segments include Retail, Employer Group, and Healthcare Services.
Below is a Peter Lynch chart for Humana.
Robbins also added 900,000 shares of Tenet Healthcare, a 5.3% increase, bringing his total holding to 17,890,230 shares.
Tenet Healthcare has a market cap of $3.31 billion, a P/E ratio of 249.63 and a P/S ratio of 0.19.
Tenet Healthcare is primarily focused on integrated healthcare delivery networks with a significant presence in several large urban and suburban markets. At the core of its networks are acute care and specialty hospitals that, together with its strategically aligned outpatient facilities and related businesses, allow them to provide a comprehensive range of health care services in the communities they serve.
Below is a Peter Lynch chart for Tenet Healthcare.
Robbins also purchased 882,200 shares of Laboratory Corp. of America Hldgs.
Laboratory Corp. of America Hldgs has a market cap of $12.3 billion, a P/E ratio of 27.54, a P/S ratio of 1.52 and a quick ratio of 1.37.
Laboratory Corp. of America Hldgs was founded in 1971, and is an independent clinical laboratory company in the U.S. Through its national network of laboratories, the company offers a broad range of clinical laboratory tests that are used by the medical profession in routine testing, patient diagnosis, and in the monitoring and treatment of disease. In addition, the company has developed testing operations, such as oncology testing, HIV genotyping and phenotyping, diagnostic genetics and clinical trials.
Below is a Peter Lynch chart for the company.
Cheers to your investment success.
