It’s not just Buffett—top global quant fund Renaissance Technologies, David Tepper’s Appaloosa Management, and legendary investor Michael Burry have also piled in. While short-term regulatory and cost risks can’t be ignored, the company’s valuation has fallen to historic lows.
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How much upside is left for Buffett’s pick?
$Taiwan Semiconductor Manufacturing(TSM)$ , which Buffett sold early, has surged 251.47% over the past three years.
In Q3 2022, Berkshire Hathaway made a large bet on TSMC, making it its 10th largest holding. However, just one quarter later, Buffett sold 86% of his TSMC shares and fully exited in Q1 2023.
Buffett bought TSMC around $68.2 per share in Q3 2022, at a P/E of roughly 11.3×, historically low—well below the fair value median of 19.7× and the 10-year average of 18–20×.
How long should you hold UNH?
Buffett’s entry was near TSMC’s pre-surge bottom. Selling early cost him tens of billions in gains. TSMC and UNH are exactly the type of companies Buffett favors: wide and deep moats, strong and sustainable competitive advantages, and undervalued prices.
UNH’s current forward P/E is 19, at the 51st percentile historically.
Is the entire healthcare sector currently undervalued?
Wall Street is buying—will you follow Buffett?
Could buying UNH be the easiest trade of 2025?
Does UNH fit your investment philosophy?
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Comment below:
I think UNH will close at $300 this Friday.
The reward is based on the rounded number.
Those who guess correctly will split 500 Tiger Coins. If no one wins, then everyone shares the 500 coins! 🐯💰
🕒Event Time:
2025.8.19 - 2025.8.22 22:00 SGT
Comments
Buffett’s early sale of TSMC showed how costly it can be to exit too soon. UNH, like TSMC, has a wide moat and durable advantages, making it a stock I’m confident in holding for both near-term recovery and longer-term growth. With major funds such as Renaissance and Appaloosa also piling in, the institutional backing adds conviction to this trade.
For this week’s prediction, I expect UNH to close around $310 this Friday. The combination of fair valuation, strong institutional flows, and renewed investor attention makes me believe steady momentum will push the stock toward that level.
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Could UNH be the easiest trade of 2025? If "easy" means buying when others panic and holding while headlines scream - then Yes! But only if we define ease as emotional clarity, not market timing. UNH is healthcare, not hype. It will prevail to 'Outwit, Outplay, Outlast " its competitors and naysayers.
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