Call Invite 10am ET | DVA: How Bad Can It Get?

Davita is a charter member of my (half-joking) Bad for America basket of stocks. They spent billions on share buybacks, nothing on innovation, depending on a never ending supply of obese and hypertensive Americans. According to their earnings release last week, they only now recognize that Coivd and the fallout therefrom means patient supply is, inf fact limited by excess mortality. At they same time, labor cost and supply have reduced their flexibility.

It is a busy day tomorrow so we will crank out a dozen or so slides covering labor costs, mortality and Medicare reimbursement. Please join us.

Emily Evans
Managing Director – Health Policy


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