In his CNBC appearance this
morning, Ted Weschler mentioned the 3 filters he uses when investing in
healthcare company stocks (and why he thinks DaVita passes all the filters):
1) Does the healthcare company deliver better quality of care than somebody could get anywhere else?
2) Does it deliver a net savings to the healthcare system?
3) Do you get a high return on capital, predictable growth, and a shareholder-friendly management?