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The Rational Walk's avatar

$DVA is a very interesting company. I wrote it up last year. I don’t own it directly, only via Berkshire. I assume Weschler is still confident in long term prospects! https://rationalwalk.substack.com/p/davita-an-essential-provider-of-dialysis

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Michael's avatar

Great find Kevin. I'm pretty sure he also initiated buying for Liberty Media, which is now Liberty SiriumXM, Liberty Formula One, and Liberty Live. On a combined basis, these stocks have done pretty well, with a lot of growth potential ahead especially for Formula One.

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