Yet Another Value Podcast Voss Capital's Jon Hook thesis on outsourced revenue cycle management company, R1 RCM $RCM
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Jan 25, 2024 Jon Hook, Senior Analyst at Voss Capital, discusses his thesis on R1 RCM, a healthcare revenue cycle management company. They cover topics such as tax burden, management changes, network effects, stickiness of the business, and competition from Optum. They also address concerns about aggressive accounting and the challenges of outsourcing revenue cycle management.
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Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 4min
Understanding the Tax on Revenue Cycle Management in Healthcare
03:44 • 12min
Addressing Concerns About R1 RCM and the Challenges Faced by the Industry
15:17 • 5min
The Importance of Reference Customers and Customer Success
19:47 • 13min
Analyzing R1 RCM: C-Suite Changes and Financials
32:32 • 15min
Discussion on Aggressive Accounting and Short Report Findings
47:56 • 2min
Challenges of Outsourcing Revenue Cycle Management
49:39 • 14min