We hosted AVAH for a fireside chat at the 2024 JEF HC Conference. Key takes: 1) trends are good (Q2 was one of best quarters, beat/raise likely), 2) states have been providing rate bumps that are boosting co fundamentals, 3) Preferred Payer strategy is working, boosting margins/growth, 4) hiring trends have improved, partly fueled by higher State reimbursements, 5) mgmt focused on growing/executing, recognizing that they have to address balance sheet in 3 yrs.