AC

levered credit, good times

[AC @LateNiteNinja]

@BrianGlennNJ Get the band back together for a hostile takeover?

[AC @LateNiteNinja]

@toptickcrypto @jeetsbyNav Gamble

[AC @LateNiteNinja]

@rubicon59 You put this on my radar at $11. Was a no brainer on earnings inflection and valuation then, and I agree still cheap today. If you have a preferred charity, I’d be happy to make a donation.

[AC @LateNiteNinja]

@rubicon59 Wow this looks cheap, potentially >$100MM EBITDA in '25

[AC @LateNiteNinja]

@BillyBobBaghold Great calls

[AC @LateNiteNinja]

@rubicon59 Really enjoy your contrarian ideas, cheers.

[AC @LateNiteNinja]

@AyyouEm Strong akumin for investing.

[AC @LateNiteNinja]

@skipp000 @DeepSailCapital The right answer.

[CentreGoals. @centregoals]

Wait till you see who these fans are arguing with 💀

[AC @LateNiteNinja]

@valuedontlie I like the recent acquisitions though time will tell on success in launching a antibiotic spec pharma biz. Don't have great insight but the minority equity stakes don't seem great. Armata looks challenged given cash burn.

[AC @LateNiteNinja]

@ltmleverage Look at how coliseum has traded the stock over last 10 years, great timing/returns

[AC @LateNiteNinja]

@ltmleverage fair, they’ll have to cut guide and have lost credibility. ahco getting their lunch eaten by OMI and blowing out mgmt doesn’t give me confidence in ability to generate growth of fcf.

[AC @LateNiteNinja]

@ltmleverage Think MODV over AHCO (as long as they don’t blow up on mdcd remediation capitation). Insiders buying.

[AC @LateNiteNinja]

@Chapter22BK $mnk on standby

[AC @LateNiteNinja]

@dachesney @mattzieger @PalmerLuckey Effectively the OSH CANO model (capitated MA PCPs)

[AC @LateNiteNinja]

@SkeleCap @IgnoreNarrative This tweet gave me peyronies

[AC @LateNiteNinja]

@ltmleverage @special_cheeese I've seen enough outpatient facility roll ups implode that I can never say never, but r/r set up feels good

[AC @LateNiteNinja]

@ltmleverage @special_cheeese You like the bonds or just full torque stub trade? If they hit guide this should work, q1 on track.

[AC @LateNiteNinja]

@timrhughes @JustTheFacts37 @SterlingTakes @JonSchweppe @JDVance1 And allowing them to be dischargeable will send tuition even higher because colleges and students know the government will pick up the tab on the discharge, no reason for any discipline.