Letters by company

Davita INC.

1 letter discussing DVA. Everything written about it on this site is on its ticker page.

Moon Capital Management 2026 Q2 letter Moon Capital sold DaVita after valuation expansion reduced the benefit of buybacks and left future upside more dependent on difficult volume growth. It added Zoetis, arguing that temporary companion-animal product-cycle pressures obscure a durable franchise, strong veterinary relationships, and an undervalued innovation pipeline. second quarter ZTS $29BAMZN $2.7TDVA $11B