Buying the dip in an under-the-radar healthcare business

Several potential near-term catalysts for a solid IRR + moonshot potential

Summary: 

• I see strong odds that the controlling shareholder will make a buyout attempt 

• If not, there are multiple levers to pull to create value as a public security, and there will be a new level of urgency to use them 

• Buying today for less than the intrinsic value of one operating segment creates a margin of safety 

• Get the second business, where comps, “sport multi-hundred million dollar market values” for free