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    Evan • Barclays

    Evan's questions to Addus Homecare Corp (ADUS) leadership

    Evan's questions to Addus Homecare Corp (ADUS) leadership • Q4 2024

    Question

    Representing Andrew Mok from Barclays, Evan asked about the integration progress of Gentiva, the timeline to achieve mature margins, and its impact on cash flow and the 2025 M&A pace. He also sought to clarify details of acquisition-related expenses.

    Answer

    President and COO W. Bickham described the Gentiva integration as proceeding smoothly, with major back-office functions like payroll already transitioned. He noted the largest remaining step, a billing system conversion, is on an 18-month timeline. CFO Brian Poff added that cash flow conversion should remain consistent and confirmed that the $5.6 million in banking fees was part of the total $7 million in Q4 acquisition expenses.

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    Evan's questions to Robinhood Markets Inc (HOOD) leadership

    Evan's questions to Robinhood Markets Inc (HOOD) leadership • Q4 2024

    Question

    Evan from Stock Market News asked how Robinhood prioritizes its diverse growth opportunities—such as crypto, active traders, and international expansion—and whether it has enough resources to pursue them all.

    Answer

    CEO Vladimir Tenev outlined three parallel strategic arcs: active traders (near-term), wallet share (medium-term), and global ecosystem (long-term). He stressed that the company can execute on all fronts while maintaining OpEx discipline by leveraging technology like AI. CFO Jason Warnick added that the business model is expense-light and not resource-constrained, allowing for prudent investment in growth.

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