America cannot train healthcare workers fast enough, and the constraint is the classroom, not the hospital.
This week’s Long Idea is paid to build the workforce health systems cannot recruit alone.
A supply crunch is occurring at a time when demand for healthcare workers is rising, and that gap will only increase and drive profits for nursing educators over the next decade.
Meanwhile, the company’s valuation implies it will hardly improve its profits over the rest of its corporate life. This disconnect creates opportunity.
Below, we provide an excerpt from our latest Long Idea report. Get the full report a la carte here.
This stock presents quality Risk/Reward based on the company’s:
- industry leading scale,
- barriers to entry through regulations and accreditation requirements,
- guaranteed clients via partnerships with healthcare systems,
- expansion opportunities, including six campuses in active development,
- strong FCF generation that supports billions in share repurchases, and
- a cheap stock price that implies profits will barely grow in the future.
Workforce Shortages Create Long-Term Demand
Healthcare workforce shortages are likely to worsen across the next decade.
Accor...