replay: HQY | Up AND DOWN THE LADDER
On Wednesday we covered our short thesis on HQY including impact of Quad 3 environment, slowing HSA and AUM growth and shifting federal policy from financing solutions like HSAs to a greater focus on costs and competition. Click links below for replay and presentation materials.
Overview - 1:27 to 4:55
Consensus - 4:56 to 5:34
What is different this time - 5:36 to 6:34
HQY in the Quad environment - 6:34 to 7:08
Sentiment - 7:09 to 10:05
Thesis Points - 10:05 to 17:20
Policy - 17:20 to 32:57
Valuation and Sentiment - 32:38 to 45:23
Q&A - 45:27
Call with questions.