DVA - DaVita's Moat And Pricing With Michael Knipp (Podcast Transcript)
Editors' Note: This article is a transcript of our podcast on Davita Healthcare (DVA) which we published yesterday, where we spoke with Seeking Alpha reader Michael Knipp. We hope you find this transcript useful.
Introduction
Daniel Shvartsman: On this week’s Behind The Idea, we discuss the DaVita HealthCare bull case with Mike Knipp, a Seeking Alpha reader who contacted us after our first episode on this talk to tell us what we got wrong. We talked about that on this call. For example, there is some confusion around the pricing mechanism DaVita uses as he