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- Streamline Health Solutions, Inc.
My fourth write-up is now available for download!
STRM has unique "multibagging" capabilities, with even more favorable dynamics at play compared to PAR. Both companies share several similarities, such as having multiple growth levers where not every single one needs to happen for the investment to be worthwhile. Additionally, both are on the brink of a major profitability inflection point. Last year, STRM received a termination notice from CHS, a legacy client with a $4.5mm annualized revenue run rate, which sent the stock to a fifth of its 2023 peak. With that generous entry point, STRM has the potential to quadruple if most of the thesis points hold true.
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