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    George Stottman

    Managing Director and Senior Equity Analyst at Craig-Hallum Capital Group LLC

    George Stottman is a Managing Director and Senior Equity Analyst at Craig-Hallum Capital Group LLC, specializing in small and mid-cap consumer and technology companies. He covers notable firms such as Planet Fitness, Sprouts Farmers Market, and Shake Shack, and has built a reputation for delivering strong investment recommendations with top-tier accuracy, maintaining an approximate success rate of 67% and generating average annual returns exceeding 17% as tracked on key analyst performance platforms. Stottman began his equity research career in the mid-2000s, previously serving at investment firms like ThinkEquity Partners and Thomas Weisel Partners before joining Craig-Hallum in 2014. He holds FINRA Series 7, 63, and 86/87 securities licenses, and has earned recognition for his insightful sector research and consistently high performance.

    George Stottman's questions to SelectQuote (SLQT) leadership

    George Stottman's questions to SelectQuote (SLQT) leadership • Q4 2025

    Question

    George Stottman asked for clarification on the shift in tone regarding SelectRx growth, from caution in the prior quarter to more optimism now. He also inquired about AEP hiring plans, the use of AI to serve more customers, and the expected contribution from the Select Patient Management business in fiscal 2026.

    Answer

    An executive named Bob clarified that the previous quarter's focus was on moderating membership growth in favor of EBITDA growth and margin expansion. He confirmed that while revenue growth will be healthy (north of 20%), the primary focus is now on profitability. CEO Tim Danker addressed AEP, expecting elevated plan disruption similar to last year, which aids customer acquisition. Bob then detailed the use of AI in making agent interactions more efficient, saving time on enrollments and handling simpler interactions. Regarding Select Patient Management, Bob stated that while it's a key future opportunity, it is not expected to provide meaningful EBITDA in fiscal 2026.

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