peterlavi

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Physician (MD) ・Stocks and ETFs investor ・10+ years of investing

・Keen on reading, reading and reading ・Writing on Forbes, SeekingAlpha, GuruFocus, and Yahoo Finance

Forbes Published Our Analysis

2025-08-14 12:46

Pietro Lavisci, MD

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dva, davita, forbes, financial-analysis,

Recently Forbes published the financial analysis I've written about DVA ( DaVita HealthCare Partners Inc ) , the leading US provider of kidney care services...

Recently (beginning of March 2025) Forbes published the financial analysis I've written about DVA ( DaVita HealthCare Partners Inc ) , the leading US provider of kidney care services, especially dialysis.

TL;DR (too long; didn't read)

- Its services are essential, making demand relatively inelastic even during economic downturns.

- Holding a significant market share (over 36%) in the US dialysis market, the company has a moat.

- While demonstrating reliable profitability and positive free cash flow (FCF), revenue and income growth is modest. This may explain recent trimming by its biggest shareholder, Mr. Warren Buffett.

You can find the complete article at this link:

www.forbes.com/sites/gurufocus/2025/03/06/davita-a-buffett-backed-healthcare-stock-worth-watching/

Novo Nordisk: Do LEAPS Make Sense Amid Selloff?

A long-term options strategy (LEAPS call) is presented as a way for investors to capitalize on a potential rebound with a smaller capital outlay than buying...

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Lettera fine 2024 - Annual Letter

Don’t mistake possibilities for probabilities. Anything is possible. It’s the probabilities that matter. Everything must be weighed in terms of its likeliho

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Vertex’s FDA Win: A Billion-Dollar Bet on Safer Pain Treatment

This biotech giant added to its solid drug portfolio the first major non-opioid drug approved in decades...

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