CALL INVITE -> Best Idea Long HCA & Bullish Hospitals

HCA has been a Best Idea long since April of 2022.  We added it after the first big post-COVID break, and immediately got tattooed with another problem quarter.  But we've stuck with it as a great way to play delayed care, something not all investors believe in, and been rewarded.  It's been a long wait through.  Based on the data we think the US Medical Economy, Hospitals, and HCA specifically, are crossing over from a 4 year post-COVID recovery back to trend, to a long period of above trend growth fueled by delayed and deferred medical care.