"The broad filters that I apply for health-care investing in
general is, No. 1: Does the health-care company deliver
better quality of care than someone could get somewhere else? No. 2: Does it deliver a net savings to the health-care system? In other words, is the total bill for U.S.
health-care cheaper because of the efficiency the
company provides? And lastly: do you get a higher return on capital, predictable growth and shareholder-friendly management?"
~Berkshire Hathaway’s Ted
Weschlerin reference to DVA