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Natural buyer of limited-scale freestanding IRFs makes the firm a 5% long-run grower.Encompass acquisition enhances this growth trajectory. Shares are undervalued by ~45%, without accounting for the increase in equity value through debt paydown.

They do 6-8% operating margins, 11-13% EBITDA margins, and achieve 5-7% returns on equity. Their problem is that they, and many others like them, are overly excited about attacking the same large markets.Short thesis predicated on competition eroding margins is misguided and neglects to account for the fairly unique patient acquisition dynamics.On paper, the hospital industry looks wholly unappealing.It is clear that HLS objectively outperforms both HCA and UHS - industry leaders in their own right.Health South trades at a discount to quality peers - an extraordinary bargain despite being distinctly more profitable.

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Industry leader in the niche and highly fragmented IRF market.

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