Why aren’t you Buying UNH?

OguzO Capitalist
08-16

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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