Voss Capital's Jon Hook thesis on outsourced revenue cycle management company, R1 RCM $RCM from Yet Another Value Podcast

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Voss Capital's Jon Hook thesis on outsourced revenue cycle management company, R1 RCM $RCM

1 hour 3 minutes Posted Jan 25, 2024 at 7:15 pm.

] Introduction + Episode sponsor: Alphasense

] What is $RCM and why are they interesting to Jon Hook

] Why tax is 4-6% (vs. 2% or 20%)

] Jon Hook's background

] $RCM elevator pitch

] $RCM going concerns: addressing short reports, challenging 2022, management change

] Sutter roll-out

] Network effects / competitive landscape

] Addressing add-backs, adjusted EBITDA

] Addressing stickiness of the business

] Providence acquisition and capital allocation strategy

] Final thoughts on $RCM short report

] Coder shortage

] Optum ($RCM largest competitor)

] $RCM final thoughts

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Jon Hook, CFA, Senior Analyst at Voss Capital, joins the podcast to discuss his thesis on R1 RCM Inc. (NASDAQ: RCM), a leading provider of technology-driven solutions that transform the patient experience and financial performance of healthcare providers.

For more information about Voss Capital, please visit: https://www.vosscap.com/

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Today's episode is sponsored by: Alphasense

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