Workweek February 15, 2024
Oak Street Health Growth Analysis
How has Oak Street Health’s growth trajectory and profitability changed throughout its life as a private, public, and now vertically integrated company? Since I have the data from its S-1 going all the way back to 2013, it’s a fun exercise to see how things have played out for one of the OG value-based care clinic models. If you want a full deep dive into Oak Street Health and CVS, I did that here!
Oak Street Health’s Private Life
This section of growth is most relevant for founders in the space – what kind of growth did Oak Street Health (OSH) manage when going from 0 to 1? Albeit in a low interest rate environment,...