Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.
Capital Allocation2M&A1Competitive Dynamics1
Questions per Quarter
Companies Covered
Question History2 questions
2025 Q4
does this now frame your SNF portfolio in total as a source of funds for future disposition or future acquisitions?
2025 Q3
I was wondering if you could discuss your decision why for the structure