Makes some great points about HMA and the current investment environment.
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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
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