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	Podcast:		Yet Another Value Podcast
	Episode:		Chris Krug from Chatham Harbor Capital on Performant $PFMT
	Category:		Business
	Duration:		00:57:38
	Publish Date:		2021-07-28 12:00:00
	Description:		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/chcap2016 My thread on PFMT notes: https://twitter.com/AndrewRangeley/st... Chapters 0:00 Intro 1:05 PFMT Valuation Outline 4:40 PFMT business overview 15:15 How PFMT "lands and expands" verticals 18:55 How PFMT integrates and ramps up new contracts 27:55 Why can't a start up come and displace PFMT? 32:05 What PFMT's financials look like once all their new clients onboard 35:40 Quantifying PFMT's margin outlook 37:25 Why can't HMS respond to PFMT? 40:20 Why is Parthenon selling so aggressively? 44:20 PFMT's capital allocation 47:25 Would healthcare reform hurt or help PFMT? 49:15 What could kill this investment? 53:10 Closing thoughts SHOW LESS
	Total Play:		0