Chris Krug from Chatham Harbor Capital on Performant $PFMT

from Yet Another Value Podcast · host Andrew Walker

Chris Krug, President of Chatham Harbor Capital, breaks down his thesis on PFMT, including why he thinks the stock could be a multi-multi-bagger.Chris's twitter: https://twitter.com/chcap2016My thread on PFMT notes: https://twitter.com/AndrewRangeley/st...Chapters0:00 Intro1:05 PFMT Valuation Outline4:40 PFMT business overview15:15 How PFMT "lands and expands" verticals18:55 How PFMT integrates and ramps up new contracts27:55 Why can't a start up come and displace PFMT?32:05 What PFMT's financials look like once all their new clients onboard35:40 Quantifying PFMT's margin outlook37:25 Why can't HMS respond to PFMT?40:20 Why is Parthenon selling so aggressively?44:20 PFMT's capital allocation47:25 Would healthcare reform hurt or help PFMT?49:15 What could kill this investment?53:10 Closing thoughtsSHOW LESS

Episode metadata supplied by the publisher feed · Published Jul 28, 2021

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Chris Krug from Chatham Harbor Capital on Performant $PFMT

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