DaVita Inc has achieved a rare dual feat - be a staple in Berkshire Hathaway's portfolio and be a target of John Oliver's criticisms. The kidney dialysis provider exemplifies the murky ecosystem of healthcare providers and payments. Does that make it a short? We break down a recent article by Ethan Watkins to see if we can better understand this situation.<br />Learn more about your ad choices. Visit megaphone.fm/adchoices

DaVita Inc has achieved a rare dual feat - be a staple in Berkshire Hathaway's portfolio and be a target of John Oliver's criticisms. The kidney dialysis provider exemplifies the murky ecosystem of healthcare providers and payments. Does that make it a short? We break down a recent article by Ethan Watkins to see if we can better understand this situation.Learn more about your ad choices. Visit megaphone.fm/adchoices

DaVita Inc has achieved a rare dual feat - be a staple in Berkshire Hathaway's portfolio and be a target of John Oliver's criticisms. The kidney dialysis provider exemplifies the murky ecosystem of healthcare providers and payments. Does that make it a short? We break down a recent article by Ethan Watkins to see if we can better understand this situation.<br>Learn more about your ad choices. Visit megaphone.fm/adchoices

Behind The Idea #51: DaVita's Murky Economics

On Behind The Idea, Seeking Alpha editors Mike Taylor and Daniel Shvartsman take a closer look at an investment idea published on Seeking Alpha to see what makes for compelling investing analysis. We look at what’s happening with the underlying company, what the author’s case is, how well s/he made that case, and what we can learn from this investment story. We also bring on the authors, top investors, and industry analysts or experts to explore the case further. We hope the breakdowns and discussions are is both timely and evergreen, educational and entertaining for investors.

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Behind The Idea #51: DaVita's Murky Economics

Behind The Idea #51: DaVita's Murky Economics

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