1.
Hello everyone! Today i want to share some trading ideas with you!
Warren Buffett
Michael Burry
George Soros
David Tepper
Chris Davis
What do they have in common?
They bought large amounts of $UnitedHealth(UNH)$ last quarter.
Meanwhile the stock is still trading lower than Buffett’s average price of $311 per share.
Why aren’t you buying UNH?
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2.
$UnitedHealth(UNH)$ here is literally $metain 2022.
- 11% annual revenue growth.
- $25 billion free cash flow.
- Trading at 9x FCF.
Healthcare is going nowhere, and AI will make the firms just more efficient, helping them expand margins.
Why aren't you still buying it?
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