Key Takeaways A highly diversified business model and a pristine balance sheet position National HealthCare Corporation for sustained, profitable growth. The company's current low valuation is a result of a short-term drop in net income, which we believe is temporary and creates a compelling investment opportunity.

Key Takeaways Consistent revenue growth, strong profitability, and a pristine balance sheet position Addus for sustained disciplined acquisitive growth and improved operational efficiency. The company's business model is resilient and defensive against cyclical downturns, making it a safe haven in times of economic uncertainty.