Behind The Idea

Behind The Idea #51: DaVita's Murky Economics


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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.
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Behind The IdeaBy Seeking Alpha

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