1.
Buffett’s mystery stock may be revealed on Thursday’s filing.
It’s almost $5 billion in size, making it 2% of his portfolio.
What company is currently undervalued and big enough so Buffett could build $5 billion position without getting noticed?
Maybe $UnitedHealth(UNH)$ ?
It’s not 0 chance.
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2.
Healthcare is now the second cheapest S&P 500 sector after energy.
It’s trading at a P/E of 16 while the broader S&P 500 is trading at 22 times earnings.
This will prove to be a great long-term opportunity.
Ignore the noise and zoom-out.
Healthcare is going nowhere.
It’s the first thing people pay for, so healthcare companies has historically been able to pass all their costs to customers.
The industry is going through a reset now.
They got the activity rates and medical inflation wrong but this is a one time event.
They’ll price up for the next year, tighten their underwriting standards and go back to sustainable growth.
Ignore the noise, think long-term.
$UnitedHealth(UNH)$ $Elevance Health(ELV)$ $Oscar Health, Inc.(OSCR)$
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