Editors' Note: This is a transcript version of our podcast with Ethan Watkins about Davita Healthcare (DVA), published earlier today. We hope you find it useful. You can check out our full Behind the Idea coverage of DaVita (three podcasts and two other transcripts) here.
Introduction
Daniel Shvartsman: On this week’s Behind The Idea, we revisit the DaVita HealthCare story once more. This time, we are talking to Ethan Watkins, whose short thesis sparked our initial interest in the company. We asked him about the argument that last week’s guest Mike Knipp