Regulatory Winds & Execution Catalyze GoHealth's Upside

Core Viewpoint - GoHealth, Inc. is initiated with a Strong Buy rating and a price target of $20, highlighting its position as a leading digital Medicare and health insurance brokerage utilizing AI for plan optimization and consumer activation in the U.S. [1] Group 1: Company Overview - GoHealth operates in the digital Medicare and health insurance brokerage marketplace, leveraging AI technology to enhance plan optimization and consumer engagement [1]. - The company is positioned to benefit from the growing demand for digital health insurance solutions in the U.S. market [1]. Group 2: Research Methodology - Moretus Research employs a structured framework to identify companies with durable business models and mispriced cash flow potential, focusing on U.S. public markets [1]. - The research emphasizes rigorous fundamental analysis combined with a judgment-driven process, avoiding noise and overly complex forecasting [1]. - Valuation methods are based on sector-relevant multiples tailored to each company's business model, emphasizing comparability and relevance [1]. Group 3: Investment Philosophy - Moretus Research aims to identify underappreciated companies undergoing structural changes or temporary dislocations, where disciplined analysis can lead to asymmetric returns [1]. - The research reflects a commitment to capital discipline and long-term compounding, raising the standard for independent investment research [1].