Fat Pitch

Surprised no one mentioned DaVita. There's about 5% organic growth as your tailwind for probably the next 20 years and the opportunity for the company to reinvest their cash flow at 12%+ returns with the ability to pivot into other healthcare markets. Not much has to happen to realize a satisfactory return. Not to mention it is trading at ~9% of FCF and it is somewhat recession proof. Plus it is easy to see this market turning into a duopoly.