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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (57784)8/15/2016 10:53:08 AM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78748
 
IIRC, Klarman has industry-expert biotech analysts who do a basket for him. Don't try this at home.



To: Paul Senior who wrote (57784)8/15/2016 11:39:29 AM
From: Micah Lance  Respond to of 78748
 
Will do. I think I might have an idea, however I will keep the discussion to the boards mentioned.

Do you still own CYH? I think you mentioned having a position. Barron's had an article over the weekend mentioning HCA might be a good buy based on Clinton possibly being president as she might expand Obamacare. I wasn't sure what your original thoughts were. I tried looking, but I couldn't find the old post (if you ever posted about it).


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