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$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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Oct 14, 2023Liked by Kingswell

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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Apr 11, 2023Liked by Kingswell

Thanks for finding and sharing Ted’s letter. What a great find! Enjoyed the comments on DaVita and re-listening to Ted’s analysis of DVA from 2014. Thanks for the great information you share.

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Great article, thanks for sharing

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Can you share the full letter?

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