PACS Group: Mega growth in the US care market – Opportunity after the short-seller attack?

Rapid growth in the shadow of demographic change: From 2 homes to nearly 300 – PACS Group directly benefits from the boom in US post-acute care and consolidates a fragmented market. After a short-seller attack and a 30% crash, the comeback follows: Audit clears management, profits and revenues explode, the stock jumps by 54% – and remains moderately valued at a P/E ratio of ~15 for a growth stock. The birth of a billion-dollar company In 2013, PACS Group started as an operator of just two nursing homes. Today, the company manages nearly...