Subject: Re: DVA down 10%
Huge overreaction by Mr. Market imo as a retired MD. Davita is an huge part of an oligopoly. There are a very large number of reasons folks go on to need dialysis beyond DM and obesity. I just initiated a small DVA position @73.50 FWIW although I have not done a recent deep dive. As I recall, Ted W. has owned & followed DVA for over a decade.