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DaVita Q4 2025 results, FY2025 review, and 2026 outlook
DaVita’s Q4 2025 results were solid, but FY2025 was a mixed year. Revenue improved, adjusted EPS rose, but treatment volumes stayed weak.

Ben Tan
Apr 3


Fresenius Medical Care Q4 and FY2025 results: Strong recovery, but what about 2026?
Fresenius Medical Care delivered strong Q4 2025 results and improved meaningfully in FY2025 versus FY2024. But with reimbursement tailwinds fading and new investments rising, 2026 looks like a transition year.

Ben Tan
Apr 1


How Barnett Helzberg sold his company to Warren Buffett
Explores the key lessons from Barnett Helzberg's journey, illustrating how he transformed Helzberg Diamonds into a retail giant that attracted the attention of Warren Buffett.

Ben Tan
Feb 22


Fresenius Medical Care's share price is down in Jan 2026: Time to revisit the fundamentals
Fresenius Medical Care AG's share price has declined in Jan 2026, raising questions for long-term investors. This analysis reviews FMS’s fundamentals.

Ben Tan
Jan 23


Why Evolution AB’s share price dropped in Q3 2025
Evolution AB faced challenges in Q3 due to regulatory issues in Asia and cybersecurity concerns. However, its global growth, strong margins, and solid long-term fundamentals indicate a more resilient outlook than the current share price reflects.

Ben Tan
Nov 26, 2025


Adyen’s stock price plunge: Short-term pain or long-term opportunity?
Adyen’s share price fell on tariffs and FX headwinds, but its long-term fundamentals remain strong.

Ben Tan
Sep 15, 2025
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