Omada Health: Business Is Scaling Very Healthily

Core Insights - The previous investment perspective on Omada Health (OMDA) was a buy rating due to positive trends in membership growth, adoption, and GLP-1 Care Track [1] Investment Approach - The investment strategy focuses on long-term investments while also incorporating short-term shorts to identify alpha opportunities [1] - The analysis is based on a bottom-up approach, examining the fundamental strengths and weaknesses of individual companies [1] - The investment horizon is medium to long-term, aiming to find companies with solid fundamentals, sustainable competitive advantages, and growth potential [1]