Addus has profitable scale in home-based care, but the investment case turns on a narrow spread between reimbursement, wages, Illinois concentration, and acquisition discipline.
Addus: A $1.4B Home-Care Roll-Up Riding Medicaid's Tightrope
NASDAQADUSCoverage BootstrapHome Care
Thesis summary
Addus has profitable scale in home-based care, but the investment case turns on a narrow spread between reimbursement, wages, Illinois concentration, and acquisition discipline.
View article
Discuss the thesis
0 commentsCommenting requires active membershipBecome a member
Attack the thesis, not the person.Add evidence when challenging claims.No pump, spam, or low-effort comments.
No comments yet. Start the discussion with evidence, a question, or a bear case.