Universal Health: Capital Efficiency Starting New Cycle

Core Insights - Universal Health Services, Inc. operates two main business segments: acute care and behavioral health, providing a diversified and resilient revenue base across 39 U.S. states, Washington D.C., the UK, and Puerto Rico [1] Business Overview - The company benefits from significant scale, geographic breadth, and a diverse service mix, which contribute to its operational resilience [1] Investment Strategy - The focus is on identifying high probability long-term compounders by analyzing fundamental value drivers of business economics and seeking to buy at appropriate prices relative to intrinsic worth [1]