OPPORTUNITY IN SURGERY CENTER COMPANY SURGERY PARTNERS (SGRY) — A GREAT VALUE BUT A BIG STUMBLING BLOCK
By Nigam Arora
Surgery Partners (SGRY) owns a large portfolio of surgical facilities across the U.S., including ambulatory surgery centers and short stay surgical hospitals. The company partners with physicians to perform a wide range of procedures in lower cost outpatient settings, benefiting from the ongoing shift away from traditional hospital operating rooms.
On the surface, this looks like a classic value opportunity. Underneath, it is something more complex. The business has real assets, real demand drivers, and real long term potential. At the same time, there is a structural factor that is preventing that value from being realized in a normal way.… Please click here or the title below to read more.
April 1, 2026