We see risks for managed care but also opportunities to own moatworthy companies at sizable discounts.
The firm has new approaches to managing healthcare needs.
DaVita and Fresenius are best positioned to capture the incremental profits from home therapy.
Both DaVita and Fresenius are well positioned among dialysis service providers, but only one of those stocks is undervalued today.
We're raising our fair value estimate for UnitedHealth and think investors should consider this wide-moat firm.
UnitedHealth and CVS are trading at compelling discounts to what we think they’re worth.
This will likely be a more onerous transition year than originally anticipated.
We think the company's advantages will protect shareholder returns over the long run.
The near $1.5 billion purchase of North Carolina's Mission Health gives the narrow-moat firm an immediately dominant presence in the area.
We've assigned the largest hospital system in the U.S. a narrow economic moat and find shares attractive today.
Its place at the intersection of purchasing and analytics creates a narrow moat.