Sep. 12 at 4:55 PM
$DJT $NUTX
NUTX idea
1. Microhospitals with Emergency Rooms that have great patient service and short wait times. Entirely commercial payor insurance in urban areas
2. Valuation at 1.7x EV/EBITDA, 2.5x free cash flow, 0.6x EV/sales. CEO owns 1/3rd of the company and has only been buying more. Revenue, earnings, cash growing. Share buyback in place. Accounting adjustments relating to stock comp for doctors that opened new hospital at time of IPO to be done in October, setting up for liftoff in the stock.
3. Short interest 33%, setting up nicely...
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