Omada Health: Long Growth Runway Ahead

Group 1 - Omada Health (NASDAQ: OMDA) is recommended as a buy due to its clinical validation and strong distribution partnerships, which position it to capture demand in a large Total Addressable Market (TAM) [1] - The investment strategy focuses on long-term investments while also incorporating short-term shorts to identify alpha opportunities, emphasizing a bottom-up analysis of individual companies' fundamental strengths and weaknesses [1] - The investment duration is medium to long-term, targeting companies with solid fundamentals, sustainable competitive advantages, and growth potential [1]