tag:blogger.com,1999:blog-5389144729834496735.post1801679003378233289..comments2024-03-17T05:15:55.634-04:00Comments on The Brooklyn Investor: DaVita HealthCare Partners (DVA)Unknownnoreply@blogger.comBlogger95125tag:blogger.com,1999:blog-5389144729834496735.post-90087087720583868822019-04-05T02:30:03.238-04:002019-04-05T02:30:03.238-04:00Thanks for the post. I am very glad after ready an...Thanks for the post. 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Now they are the largest IRF (inpatient rehab facility) network... meaning they do rehab for people who have suffered from strokes, broken hips, etc and need to learn to take care of themselves again. 80% of IRFs are attached to acute care hospitals and are unprofitable b/c the specialized staff members (therapists etc) are under utilized by a patient base limited by the hospital. HLS on the other hand has mostly free standing facilities that can take patients from several area hospitals leading to higher utilizations and~20% EBIT margins. Over the last few years they have paid down debt, increased FCF, and recently started returning that FCF to shareholders in a meaningful way. LaughingWaternoreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-78896108063714683922014-02-15T13:21:29.198-05:002014-02-15T13:21:29.198-05:00Thank you...132,775 X 2 X 66 = about $17.5 Mil... ...Thank you...132,775 X 2 X 66 = about $17.5 Mil... ( hope I'm right )Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-66559532603004042152014-02-15T12:26:03.093-05:002014-02-15T12:26:03.093-05:00Hi, I usually just look at the proxy. You can rea...Hi, I usually just look at the proxy. You can read the notes to back stuff out, I guess. Otherwise you can just look up the form 4's at sec.gov. <br />Here's Thiry's from May 2013: <br />http://www.sec.gov/Archives/edgar/data/927066/000118143113028062/xslF345X03/rrd379960.xml<br />kkhttps://www.blogger.com/profile/06299974418283948333noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-68874988719331480512014-02-15T12:08:40.989-05:002014-02-15T12:08:40.989-05:00finviz.com + at the end of the page...numbers of s...finviz.com + at the end of the page...numbers of share and relative form 4...Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-74281675588350183342014-02-15T12:05:22.039-05:002014-02-15T12:05:22.039-05:00...looking here it seems he has way less http://fi......looking here it seems he has way less http://finance.yahoo.com/q/mh?s=DVA+Major+Holders ...<br />The proxy generally include also stocks that the management don't have (potential stock option)....<br />Any suggestion on the easies way to find the right numbers? ...yahoo for a fast answer and the proxy (exluding the option) for an in deep info?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-49555708350385808312014-02-15T10:51:58.866-05:002014-02-15T10:51:58.866-05:00First thank you very much for your insights.
You a...First thank you very much for your insights.<br />You are right and I was wrong, I didn't consider the stock split...he has about 4X his income in stocks...that's something...could be way better but it's something for sure.<br /><br />Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-58797174411548076432014-02-15T10:38:09.007-05:002014-02-15T10:38:09.007-05:00Last year's proxy shows him owning around 715,...Last year's proxy shows him owning around 715,000 shares (proxy is dated May 2013). There was a 2:1 split in September so he would own 1.4 million shares; that's almost $100 million so that's not nothing. <br /><br />As for CEO compensation, I have to admit that I have not been too picky about that in the past and I know that's not a good thing. I should pay more attention to that sort of thing. But it's hard sometimes to compare these things across businesses and industries. $26 million sounds big, but he has created billions in shareholder value too. But yes, it is strange that he makes as much as Jamie Dimon, one of my favorite CEOs in one of the toughest jobs out there, I think. <br /><br />My primary focus (as you can tell from my posts) is the business model and performance of the CEOs, and I look at their results *after* compensation etc... usually. And if they are performing well after these expenses, I am fine with it. <br /><br />Again, I know this is not the most responsible way to look at things, but that's just me. I tend not to overly focus on that sort of thing even though I should. <br /><br />Another example was when people were saying that the 50% incentive fee at some hedge funds were ridiculous. Well, for me, I don't care what the incentive fee structure is. What counts is the return after all fees, right? I would rather pay someone 50% incentive fee and earn 20% after all fees than pay some mutual fund company 0.8%/year to underperform the S&P 500 index year after year. <br /><br />So I think the result is what counts in the end. <br /><br />If Thiry doesn't perform and still pays himself too much, I hope the board acts responsibly, and they don't, hopefully some activist shareholder will come in and fix the problem. <br /><br />Anyway, I know this is not a great answer... sorry... <br /><br />Thanks for reading. kkhttps://www.blogger.com/profile/06299974418283948333noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-68042804350654167302014-02-15T10:03:30.631-05:002014-02-15T10:03:30.631-05:00He is not just not owning a lot of stock...he just...He is not just not owning a lot of stock...he just don't own any.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-23201957151435220002014-02-15T10:00:41.576-05:002014-02-15T10:00:41.576-05:00If I remember correctly he had something $26 Mil f...If I remember correctly he had something $26 Mil for a company that had $1.2Bil in FCF...he is more paid than the CEO of Well Fargo (earning around 19 Bil)..he is more paid than the CEO of IBM..and the CEO of Coca Cola...his paycheck is really embarrassingly high .<br />Just out of curisosity where do you put the line? How much he can increase his paycheck before you say "Ok this is too much!"<br />Anonymousnoreply@blogger.com