Letters by company
HCA Healthcare, Inc.
3 letters discussing HCA. Everything written about it on this site is on its ticker page.
- Right Tail Capital Q2 2026 Right Tail Capital Investor Letter Right Tail Capital established a position in HCA Healthcare, citing its dense local hospital networks, growing outpatient footprint and durable demand for acute care. The firm argues that HCA’s operating scale, internally developed workforce, land ownership and disciplined repurchases should reinforce its advantage despite reimbursement pressure. Q2 2026 HCA $96B
- Bireme Capital 2Q22 FV Quarterly Report Bireme Capital argues inflation will force tighter policy, compress corporate profits and prolong pressure on risk assets, while its short book targets speculative companies. It keeps HCA as a major holding on its scale, cash generation and buybacks, covered Affirm, and remains short fuboTV, GameStop and MicroStrategy. 2Q22 HCA $96BAFRM $25BFUBO $976M
- First Eagle Investments Global Equity ETF Commentary Global Equity ETF commentary argues that easy financial conditions, AI infrastructure spending and household dissaving support earnings but leave markets vulnerable, while gold retains strategic hedging value amid fiscal strain. It attributes gains to Samsung, Alphabet and health-care holdings, and maintains conviction in Noble, Charter, HCA, Exxon and Agnico despite sector pressures. second quarter 2026 0R1M $888BAEM $93BCHTR $13B
