2Año·

Im keeping adding safe actives.

The hospitals will never be empty, it's an opportunity.

The company is making acquisitions sometimes, providing buybacks, it provides value to shareholders.

I don't like the debt level, even though the history shows they know how to manage it.

Price might be a bit hot, but I feel better with these guys.

Anyway, it's the pick 13 in my main wallet. Im expecting at least the same revenue at 2027, 4-8% cagr so as to bit inflation.

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5 Comentarios

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They have negative equity ⚠️⚠️⚠️ be careful
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@CarlosFerLo it’s similar to retail, equity is negative due to huge amount of rent since they don’t own the buildings.
IMO it’s cool when you can borrow 100 and make x10 by a year
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@PashaTechnic ok will look into that
Why going for pick 13 if you have 12 better picks?
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@assaurus good question. I just can’t stop, many good opportunities around for me since I’m not a professional analyst, and 2-3 on my road map right now
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