Kreuzmann’s Ideas

Kreuzmann’s Ideas

The roll-up keeps rolling

Update on the Company

Jakub Kreuzmann's avatar
Jakub Kreuzmann
Nov 18, 2025
∙ Paid

Hello All,

I presented you my investment in CareCloud earlier this year. I was accumulating shares in this company since May and it was my first buy I shared in our chat. I also highlighted this investment idea in recent portfolio update.

Recently, CareCloud released its pro-forma revenue after few latest acquisitions and I think it is a right time to have a look at this investment, as it has 1) performed well since May and 2) Retreated slightly in the last month. So naturally, is CareCloud still a great buy today is the purpose of this write-up.

Let’s get to it!

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