OSH – Market expectations are for record-high Uniform ROA, and management is excited about the pandemic-resilient model, and confident about Walmart and the direct contracting program

• Oak Street Health, Inc. (OSH:USA) currently trades at a premium relative to UAFRS-based (Uniform) assets, with a 68.8x Uniform P/B. At these levels, the market has bullish expectations for the firm, and management is excited about the potential of their pandemic-resilient model, and confident about their Walmart partnership and the direct contracting program
  
• Specifically, management generated an excitement marker when saying that they will be able to design a model that can withstand the pandemic. They are also confident the Walmart partnership is a good avenue to engage with an older demographic and in the potential of the direct contracting program. Furthermore, management is confident in their ability to move to their proprietary telehealth platform next quarter