Quipt Home Medical Corp T.QIPT

SA Interview: QIPT a Top Pick- Small And Microcap Investing

[SBAASTOCKS11]

https://seekingalpha.com/article/4477754-sa-interview-small-and-microcap-investing-with-aaron-warwick

[taman1]

SA: What's one of your highest conviction ideas right now? Aaron Warwick: My highest conviction idea right now is Quipt Home Medical (NASDAQ:QIPT). It's by far my largest position, not because of the potential upside-which is large-but because of the corresponding low risk. As I stated early on in this interview, I've really learned to manage towards risk, and so I

[besttobe]

"They would be a cash cow, if not for the fact that they put their operating cash flow into accretive acquisitions, almost immediately turning low-margin businesses into high-margin businesses, thus increasing their own cash flow in the long run." Here is where the SA author goes wrong. Quipt is not a cash cow and never was, even before funding aquisitions. Thus the need for financing

[besttobe]

Quote "I am completely comfortable with this investment, even if it continues for years to trade at 4-5X EV/AEBITDA, because the company will continue to grow via accretive acquisitions and organic growth" Another area where the author goes wrong is that Quipt shows little to no organic growth. 

[VerifiedUser123]

Go away troll.