R1 RCM Is A Rare Health Tech Winner

R1 RCM Inc. (NASDAQ: RCM), a provider of ‘revenue cycle management’ services, i.e. services ranging from patient registration to bill collection, to healthcare providers, is one of the beneficiaries of healthcare providers outsourcing front-end services. Usually, the healthcare industry, in general, is one of the slowest adopters of technology and outsourcing services, which is one of reasons space doesn’t either grow or command the trading multiple like high-growth tech niches, e.g. Cloud, but RCM seems to be making the right moves in terms of both revenue growth and profitability, shrugging…

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Fulgent Genetics Is Shining Brightly Again

As we have mentioned many times before, our circle of competence is limited in the healthcare industry and that’s why we have very few healthcare names in our database, but Fulgent Genetics (Nasdaq: FLGT) is there and it is shining brightly (no pun intended).  To overcome our shortcomings, we analyzed Fulgent Genetics like any other business rather than a medical test company, i.e. the company is good if it sells more, reduces the cost to manufacture, and repeats the process faster than its competitors. On those simple metrics, we are…

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Besides Wirecard’s Collapse, Paysign Has Other Positive Catalysts Too

Paysign Inc. (Nasdaq: PAYS) is an integrated prepaid card and payment processor that has multiple positive catalysts working work for it, though the stock, trading near levels seen early last year, has yet to respond to any of them. Multiple catalysts are shaping up that may lead to value unlocking opportunities for public shareholders. Problems at Wirecard AG (WDI.DE), with siphoned off cash and fraud allegations against former CEO, will not only help Paysign garner share from the troubled company’s clients but also improve the broader market dynamics, including pricing.…

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