CHRA
CHARAH SOLUTIONS INC
stock OTC

I believe in this company from here. A realistic price is more like 8. 12 if they show growth in Betterhelp within 2 quarters. 15 if this just started getting hyped like crazy.
They changed a lot of things in 2025 and did not do press releases about it. They made three mostly cash acquisitions. Paid 550M in debt in cash, like you said. They rolled out Wellbound-EAP (announced in August/released in January) released 24/7 care last month, and released the virtual sitter option for hospitals as well. Their role in CHRA has them lined up to get a decent portion of the $10B annual rural health funding that just got sent to states over the last few weeks. I know this is an absolutely beaten down ticker, but free cash flow nearing 200M doesn't lie. I agree with you there is an underlying strong business here, being ignored bc these goodwill wrote downs make it look like they are incinerating cash. When the real answer is they DID incinerate cash during COVID, but they DON'T now.
A lot of larger funds and institutions had to dump TDOC as it fell through 1B market cap, and $5-6 stock price. Some of them will be picking it back up as it rises through those levels again.

I believe in this company from here. A realistic price is more like 8. 12 if they show growth in Betterhelp within 2 quarters. 15 if this just started getting hyped like crazy.
They changed a lot of things in 2025 and did not do press releases about it. They made three mostly cash acquisitions. Paid 550M in debt in cash, like you said. They rolled out Wellbound-EAP (announced in August/released in January) released 24/7 care last month, and released the virtual sitter option for hospitals as well. Their role in CHRA has them lined up to get a decent portion of the $10B annual rural health funding that just got sent to states over the last few weeks. I know this is an absolutely beaten down ticker, but free cash flow nearing 200M doesn't lie. I agree with you there is an underlying strong business here, being ignored bc these goodwill wrote downs make it look like they are incinerating cash. When the real answer is they DID incinerate cash during COVID, but they DON'T now.
A lot of larger funds and institutions had to dump TDOC as it fell through 1B market cap, and $5-6 stock price. Some of them will be picking it back up as it rises through those levels again.