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Still listen to Warren! Lol
A couple comments. Berkshire doesn't ALWAYS make the best moves. Look at the first time that I know of that they bought a Company with another investor(who is slash n loot) from Brazil with Kraft Heinz. You can see what a mis-step that was.
And actually it was Warren's 2 new hires that both had bought DVA that they had to file 10% ownership not long after they had started.
Now DVA is at 24% and I believe have a standstill agreement. Which is why I questioned DVA announced a significant buyback not long ago which would increase Berkshire's % ad if that would cause any issues.
I am long DVA(common and I had sold some common and bought deep in the money calls that are now up 59%.
It will be interesting to hear why it is shorted. We already know that all profits come from the little sliver of private pay for Davita and Frenesius.
Capital intensive but a necessary service. And since to me it has a lot of characteristics of a Utility I have always thought they should have a dividend.
Let the games begin. I have made decent money trading DVA over Years. Virtually all the common and calls I own are with the House's money.
I had wanted this to be one of my 4 largest holdings but it just can't seem to get there!
2 folks with WAY more money and information that I will lever have. Time to grab the popcorn and decide if there is an opportunity to make money here.
And I have been long BRKB's for a very long time. Although I sold a bunch when their split was announced and shortly after that split.
Chenos to be on CNBC shortly but I have to leave so I won't see it.
— Play the rebound in this global sector leader and best of breed business!💰👍📈💪