#28 Acadia: Q3 Earnings, The NY Times Article and Their Future

Hi friends,

Today, we’re diving into Acadia.

They’re the largest pure-play behavioral health provider in the US. And lately, they’ve also been one of the most controversial.

Last week, they released their Q3 earnings and as usual, I’ve been diving into them.

I listened to their earnings call and boy can I tell you, someone really needs to re-invent that format…. Talk about dry! Spice it up a little guys.

But anyway, I digress.

If you’re in mental health, Acadia is an important business to understand. They’ve had their fair share of legal disputes, controversy and media coverage over the last few years. But they’ve also developed a profitbale business model and scaled to billions in revenue. We can learn a lot from them (and their mistakes).

So today, we review Acadia, analyse their Q3 results, and consider what the future might hold for them.

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