In short: Sixth-best watchlist performer at +21.0% year to date, on strong long-run numbers (19.5% five-year, 26.2% ten-year). A skilled-nursing operator; not rated Buy and not discussed.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.