Makes some great points about HMA and the current investment environment.
Trending Content - Hedge Fund Forum
Career Resources
WSO Free Modeling Series - Now Open Through
September 30, 2026
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
+Bonus: Get 27 financial modeling templates in swipe file
+Bonus: Get 27 financial modeling templates in swipe file
High Finance Applications
Guaranteed
Get at least one offer GUARANTEED
- 1:1 support
- 92% success rate
- 2,000+ mentor network
- Unlimited Live bootcamps
- AI for resume + LinkedIn
- Networking automation tools
- HireVue simulation tool
- Full course library
- Private Slack community
- 20hrs of mocks
- + much more...
Glad somebody posted this. This is the kind of stuff that people interested in investing and intelligently assessing a business's problems should be looking at. First of all Larry wrote an amazing letter, so I recommend reading it if you have the time because it's pretty long... and the roster of directors he suggested is star-studded.
Glenview is one of the best healthcare investors I can think of - tons of respect for those dudes.
This is the first time I've heard him speak so I don't have much to go off on, but he doesn't look like someone with air about him. He seems to be fairly down-to-earth as opposed to some of the other big hedgies. And I love how analytical he is as he's explaining his thesis.
BlackHat - can you post a link to the letter?
Simply Googling "glenview hma letter" yields: http://www.marketfolly.com/2013/06/glenview-capitals-presentation.html
Laboriosam quo quia distinctio dolorem enim. At ad accusamus quisquam nesciunt. Error iure omnis voluptas harum. Quibusdam veritatis ut velit beatae tempora.
Est architecto maxime quia aut esse dolore. Cupiditate explicabo porro suscipit maiores placeat. Facere possimus tempora quas quod ab.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...