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Non-Tech : The Brazil Board

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From: DinoNavarre	10/24/2019 11:01:38 AM
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Any opinion on this company.... AFYA ??? I recently added them to a tracking portfolio. ============================ Raj Venkatesan, Trinity Alps Capital Partners (long only, global and sector agnostic) Idea: Afya (Brazil – but trades as an ADR) • Focused on medical education • Good reform happening in Brazil that are tailwinds to the business • Population in Brazil is aging and healthcare spend is growing at low double digits • Low number of doctors on a per capital basis and applicants/openings for med schools have declined • 70% of medical education in Brazil is private • Path to become a doctor and specialist is long (like the US) • Earnings power of a specialist doctor is very high • Payback for general physician education is 5 years • Pure play way to play medicine in Brazil • Multiple growth levers: o TAM doubles in 5 years to R$32B o Roll up strategy o Regulated brownfield and greenfield growth opps o Asset light monetization of content - vertical and horizontal • Value: Think Afya is a double • Risks: Macro/currency, regulatory framework, Recent IPO/limited history Read more: marketfolly.com

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