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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (2586)12/2/1997 10:38:00 AM
From: Dan Packer  Read Replies (1) of 78654
 
Mike, thanks for your insight. Having trained in competitive places I've tended to become a bigot for good patient care. Aeropharynx CA is really ugly, and avoidable. Tobacco is an easy whipping boy.

I've also had trouble investing in HMO type companies that make a profit by delivering cheap care as infrequently as possible. But when you see in the real world that many (most) doctors are just health engineers: what's wrong with just treating them like other instruments of production? Reduce headcount, squeeze salaries. These folks are no different from the typical drecky management you protect yourself from by insisting on a 'margin of safety'.

Thanks for popping my balloon.

Dan
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