Just Another Day In Paradise For Omega Healthcare

Companies aren’t going to bat 400 every quarter, and when I see a “knee jerk” like I saw yesterday, I am reminded that there is always a silver lining. That’s what the other Buffett (Jimmy) means when he sings, “It’s just another day in paradise.”

Summary

  • The drama has been unfolding for months as operator pressure within the skilled nursing sector has escalated.
  • My “back of the napkin” estimate was spot on!
  • “This is the beauty of a big portfolio, you can sustain.” - CEO of Omega Healthcare.
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