Buddy Lyons
Value, long/short equity, contrarian, growth

Premier Inc.: Healthcare Crisis Creates A Growth Environment

Although a new public company, Premier (NASDAQ:PINC) has years of expertise improving the delivery and cost structure of healthcare in acute care hospitals and other facilities. In the wake of its recent IPO, PINC offers an impressive risk-reward opportunity. The company has the opportunity for increasing top line growth as the realities of better patient outcomes demanded by payers and the need for significant cost reductions continue to take hold in US healthcare. From its strong growth and substantial free cash flow generation we believe PINC has 60% upside with a manageable 25% downside.

Premier is a collaborative healthcare alliance of approximately 2,900 US community hospitals (57% of all acute care facilities) and 100,000 alternate sites. The company's...

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