Larry Robbins on HMA

ytinifni's picture
Rank: Orangutan | banana points 313

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

Hedge Legend Robbins Takes on HMA from CNBC.

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Comments (5)

Jun 30, 2013

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.

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Jun 30, 2013

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.

You need to understand that a good firm, a profitable firm, and an attractive stock investment can be 3 unrelated things. -Epicurean Dealmaker

Jun 30, 2013

BlackHat - can you post a link to the letter?

    • 1
Jun 30, 2013
CivilServant:

BlackHat - can you post a link to the letter?

Simply Googling "glenview hma letter" yields: http://www.marketfolly.com/2013/06/glenview-capita...

Jul 30, 2013

You need to understand that a good firm, a profitable firm, and an attractive stock investment can be 3 unrelated things. -Epicurean Dealmaker