Jon Hook
Senior Analyst at Voss Capital
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Jan 25, 2024 • 1h 4min
Voss Capital's Jon Hook thesis on outsourced revenue cycle management company, R1 RCM $RCM
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.
