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.
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.
$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
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.
I've been meaning to do some more research on Liberty Formula One. Seems like a very interesting property.
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.
Thanks! Much appreciated!
Great article, thanks for sharing
Can you share the full letter?
I added the PDF to the bottom of this article, so it should be available for download now. I'll send it out on Friday, too.