DaVita ($DVA) podcast mentions
Now, I don't know how this Supermicro keeps coming back, but no matter how much heat it takes for some of its employees helping the Chinese to get Nvidia hardware, it's still up 31% for the month of August. The market has no memory. The authorities perhaps have no teeth. We were told endlessly that no one could benchmark anything anymore, including tech, except for Anthropic and its Claude. Now, that supposedly made a research and advisory company like Gartner obsolete. Well, the stock was right in the crosshairs of the AI displacement thesis, but apparently their business is not in the crosshairs, which is why the stock bounced 31% to finish 9. Finally, crypto's had a big comeback this month. Of course, crypto isn't in the S&P 500, but Coinbase is. Coinbase was up 28% as the bell tolled, though SanDisk topped the stock, a memory device play with a 28.9% gain. I'm including both of them because I like the context. The losers. Well, DaVita is the worst. Now, this kidney dialysis company was crushed by a bad forecast. Revenue per treatment for those who need dialysis fell. Commercial mix deteriorated. Patient care costs were high. It was a parade of disappointments. So it lost 27% and had the most negative month of all S&P 500 stocks. Sometimes you see the worst action in the final days of the month, like when Edison International stock collapsed in the face of an intransigent California legislature that's going to step— it's going to try to step up protecting the utilities, protecting the state from wildfire liabilities by putting them on the utilities. Well, that's made the stock uninvestable, hence why it dropped 23% today. It's down 26% for the month. 23% is pretty bad. It's a rival to David in the lame category. Now, Amazon slowed down a company called The Trade Desk, which had been such a huge digital advertising winner over the years. Fast grower. Not anymore. I don't know if it can come back. I do know that it seems like the selling seems a tad overdone with the stock down almost 24%. But I can see no catalyst to return it to favor. I don't see Amazon letting up on the gas pedal. In fourth place, well, here we go.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/31/26 · 2026-08-31Hello and welcome to part 2 of our DaVita Power of Women 2-part podcast series on the McKinsey Women in the Workplace Report. I'm Madhu Narasimhan, DaVita's Chief Information Officer, and I'm joined by Stephanie Hendrickson, DaVita's Chief People Officer. This podcast is part of our ongoing commitment as a village to support women. The reason we invest in this podcast is in the hopes that listeners like you are inspired and will go on to champion purpose, connection, and belonging, in particular with the women leaders that you work and live alongside. We, of course, also hope that our women listeners from DaVita or otherwise find a few practical ideas that you can either try out or find comfort in knowing that others have either gone through or are thinking about similar things as you. Before we dive into today's conversation, there's one important detail we didn't get a chance to highlight in our first episode: DaVita's participation in the McKinsey study and report. We believe so much in what McKinsey does with this report that we are not only advocates for it with this podcast, but also DaVita has participated in this research for 10 of the 11 years. We believe the insights from this report are incredibly important to drive action. And so we've spent time and resources to help McKinsey make it valuable. Understanding these national trends and how they compare with what we see internally allows us to have honest conversations and better support the women who lead DaVita every day. Now, here's your chance to pause and go back to listen to part 1 if you haven't yet, so that you have the full context of our conversation today. Which is focused on the "So what? Now that we know what the key findings are, what are the drivers of these changes and how should companies and individuals take action on these findings?" So for the first time in the history of the report, an ambition gap has emerged and women are reporting to be less likely to want to be promoted than men. So, you know, why do you think this is and what are the driving forces behind why women feel this way?
Speaker A · POW! DaVita's Power of Women · Women in the Workplace Trends, Part Two: From Insight to Action · 2026-07-06Thank you to our McKinsey guests, Megan and Stephanie, for sharing their incredible insights and their continued dedication to supporting women in the workplace. And thanks to you, our listeners, for tuning into DaVita's Power of Women. I hope you feel as connected and empowered as I do right now. And please remember to hit that subscribe button on this podcast series. You don't want to miss any of the episodes. They're fun. I want to encourage our listeners to let us know what you took away from this two-part series by sharing your feedback in the link both at the bottom of this episode or just send us a note at dapor@davida.com. This is Madhu Narasimhan and Stephanie Hendrickson. Thank you for leading with your hearts and understanding the power of DaVita Women.
Speaker A · POW! DaVita's Power of Women · Women in the Workplace Trends, Part Two: From Insight to Action · 2026-07-06Hi, and welcome to DaVita Leadership Insights, a podcast for DaVita teammates who want to become a better leader, both personally and professionally. I'm Grace Berman, a senior director with DaVita University.
Speaker A · DaVita Leadership Insights · Episode 80 Leading with Curiosity with Nina Prasad · 2026-05-19And I'm Doug Miller, a master coach and DaVita University faculty member. Today, we get the opportunity to chat with Nina Prasad, division vice president in Southern California. She leads our Gold Coast division in Dream Team, which is one of our 8 geographies for dialysis operations in the US.
Speaker B · DaVita Leadership Insights · Episode 80 Leading with Curiosity with Nina Prasad · 2026-05-19Oh, first, Nina, just anytime we get to talk about food in these episodes, it's, it's just, I love it. So thank you so much for, for starting us off there. Food is always near and dear to my heart, and I really appreciate the stories of how you grew up and how that really connected for you. So being curious helped you connect with others. And helps you make sense of the world. And I love how you have brought that along your journey with you in those 3 ways that you mentioned there at the end. And speaking of that, I know that your path in your career that has brought you here has not been linear. And I would just love for you to share more about the different industries and professions that eventually led you to DaVita and how curiosity has played a role in that journey.
Speaker A · DaVita Leadership Insights · Episode 80 Leading with Curiosity with Nina Prasad · 2026-05-19Yeah, you're right, Grace. I have not had a linear career. And looking back, curiosity was really the common thread there. In college, I started as a pre-med, took one economics class, and completely changed directions. I was really drawn to how it applied scientific and mathematic principles to real-world problems, and that really resonated. That led me to investment banking and private equity in New York and Australia, where I was constantly learning new industries, analyzing companies across the world, and trying to understand how different companies worked. I then followed that curiosity into entrepreneurship and starting my own business, which was a completely different challenge. It was my first time leading people and I was building something from the ground up. And then I found my way to DaVita after losing most of the vision in my right eye. It was not a great experience and made me very passionate about wanting to throw my hat in the ring and join a healthcare company. Was lucky enough to join the Village 8 years ago. I started in business development and then for the last 6 years have been in operations. And looking back, I would not have predicted this path, but I think what I was trying to do at each stage of my career was really follow where I had questions and where I felt I had more to understand. It's also what I love about the Village. This is a place that really scratches my curiosity itch. I get to learn every day, and each role in every market has given me a new challenge that I get to conquer. So I've really loved the last 8 years.
Speaker C · DaVita Leadership Insights · Episode 80 Leading with Curiosity with Nina Prasad · 2026-05-19I completely agree, Grace. And for our listeners, we would love to hear hear your stories and tips as well. Please click on that survey link in the show notes and give us your insights and feedback. Also, if you enjoy this podcast, DaVita Leadership Insights, please be sure to show your love by submitting an Apple Podcast rating or review.
Speaker B · DaVita Leadership Insights · Episode 80 Leading with Curiosity with Nina Prasad · 2026-05-19And Doug, I'll add just a few more invitations for our listeners. Please share this episode with a teammate so we can continue to spread ripples through the Village, and be sure to follow this show so you don't miss our future DaVita Leadership Insights episodes. And finally, I always do this, I do want to make a shameless plug for our sister podcast, DaVita's Power of Women. I am personally a super fan, love their episodes, which always inspire and help to foster belonging for women leaders. And until next time, Doug, one for all, And all for one!
Speaker A · DaVita Leadership Insights · Episode 80 Leading with Curiosity with Nina Prasad · 2026-05-19Hello and welcome to our 12th episode of the DaVita Power of Women podcast series. I'm Stephanie Hendrickson, DaVita's Chief People Officer, and my co-host today is Madhu Narasimhan, our Chief Information Officer. As we just celebrated Women's History Month, this episode feels especially timely. This podcast series is part of our ongoing commitment as a village to support women. The reason we invest in this podcast is in hopes that listeners like you are inspired and will go on to champion purpose, connection, and belonging, in particular with women leaders that you live and work alongside. We of course also hope that our listeners from DaVita or otherwise find a few practical ideas that you can either try out or find comfort in knowing that others have gone through the same thing or are thinking about similar things as you. Madhu, over to you.
Speaker A · POW! DaVita's Power of Women · Women in the Workplace Trends, Part One: History & Key Findings · 2026-04-09Hello. As Stephanie said, I'm Madhu Narasimhan, DaVita's Chief Information Officer. For the next two podcast episodes, we will be talking about McKinsey's 2025 Women in the Workplace report. We are joined by Megan McConnell, who is a partner in McKinsey's Washington, D.C. office with a focus on people and organization performance, as well as the co-author of the Women in Workplace report. And Stephanie Scherlein, who is a partner in McKinsey's New Jersey office with a focus on healthcare and people and organizational practices. Yep, that's right. We have two Stephanies online today. In episode 1 of this 2-part series, we will cover the history and background of the report, plus key insights. And in episode 2, we will lean into the so what and how individuals and companies can take action on the report findings. So let's dive in. Megan and Stephanie, first of all, thank you so much for being here. McKinsey has been producing this report for 11 years now, and we know it's super popular. So can you give us the background on how this all started and what's the process for conducting the research?
Speaker B · POW! DaVita's Power of Women · Women in the Workplace Trends, Part One: History & Key Findings · 2026-04-09Wow. Thank you so much for that. And Madhu, I don't know about you, but what a fascinating time that we are living in. And just to hear more about the, the data and what we're seeing. Huge thank you, Megan and Stephanie, to both of you for taking the time to share the background and the key themes from the Women in the Workplace report. And thanks to our listeners for tuning in to DaVita's Power of Women podcast today. As a reminder, please tune back in on July 6th for part 2 of this conversation where we're going to be diving into the so what of this report. Now we understand what it said and what the data is doing, but what do we do about it from here? And going forward, we're going to be releasing new episodes on the first Monday of each quarter. So please remember to hit that subscribe button on this podcast series so you don't miss any of the episodes. Your feedback is also incredibly important and helpful to us, both for informing which topics we should cover as well as what we can be doing better. You can submit feedback either through the link at the bottom of this episode or by sending a note to dpow@daVita.com. This is Stephanie Hendrickson and Madhu, and thank you again for taking the time to be with us today. I hope you have a great day.
Speaker A · POW! DaVita's Power of Women · Women in the Workplace Trends, Part One: History & Key Findings · 2026-04-09