DaVita: International Expansion And Buybacks Will Boost Returns

Core Insights - Triba Research aims to identify high-quality businesses capable of delivering sustainable, double-digit returns over the long term [1] - The firm's strategy emphasizes companies with strong competitive advantages, operating in growing markets, maintaining low debt levels, and led by skilled management [1] - The firm is led by economist Tomas Riba, who has two decades of investment experience and focuses on a concentrated portfolio of 10 to 15 carefully selected securities [1]