Behind The Idea

Bulls and bears for a given stock are often depicted as pitted directly against one another, but oftentimes bulls and bears agree on most parts of a stock. It can be that the interpretation on one or two key details changes the whole outlook for a stock. We discuss DaVita Healthcare for a third time, this time with Ethan Watkins, who is betting against the stock. We hit on themes shared with our discussion with last week's bull, but with a different bend and conclusion. Learn more about your ad choices. Visit megaphone.fm/adchoices