Analyst Comment Q: An example of roll-up company I am looking into is NLH which operates in the health care space. What I should look out for when evaluating this company?
A: We would keep an eye on insider selling, margins (should not drop as they do deals), how they pay for acquisitions, balance sheet, employee growth (there should be synergies in deals and cost saving), financing (terms and regularity), valuations and growth. NLH is growing nicely and is profitable, and margins are increasing. So far, so good there.
So said 5iResearch last week. GLTA