Chris Krug from Chatham Harbor Capital on Performant $PFM...

What this episode covers

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

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How long is this episode of Yet Another Value Podcast?

This episode is 57 minutes long.

When was this Yet Another Value Podcast episode published?

This episode was published on July 28, 2021.

What is this episode about?

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:...

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