, Green says he sees a lot of unappreciated potential in two other areas that have been punished too severely.
"It's not a secular concern or a company that is less relevant in the future than it was in the past," he said. "Eventually we're going to see volumes return back to the levels that they were at before, and the share prices were substantially discounting those levels to maintain for many years to come."
"Supply chains are kind of out of whack right now, and certain products needs to be accelerated to the end customer. I think that they are going to become and showing that they are a vital part of the solution," he said.stock has suffered because non-vital procedures were halted during the pandemic. Green says those operations can't be delayed forever, and that eventually, the pandemic will ultimately bring more patients to its centers.
"We believe that you're going to see continual shifting of procedures out of hospitals and ambulatory surgery centers and Surgery Partners is going to benefit from that."stock has plunged this year, and why a big rally over the last three month hasn't come close to erasing its February losses. Green acknowledges that the travel website operator is in a world of pain, but he thinks its customers' desperation will eventually work to its advantage.
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