3D·

US Healthcare recovery

next Tuesday quarterly figures/ next Thuesday Earnings

Forward P/E 16 5Y ave 21

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25.07
UnitedHealth logo
Bought x39 at €242.81
€9,469.59
16
4 Comments

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All the presented graphics unfortunately doesn’t make UNH a good investment case.
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@Ph1l1pp the hacker attack is only a short-term loss for the company. The healthcare sector is currently undervalued by around 30% compared to its historical 5-year average. The share price can still fall to around 200$. I think the fair value is $320 and in the best case scenario there will be a sharp rise next week. The announcement of Trump's administration has cost -12%, but the ceo's have entered in record numbers, i.e. for me either they know that there is nothing to the allegations or not much will come of it.
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$UNH in 2025 is like Goldman Sachs in 2008 .
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@TheMaverick Microsoft lost 80% in 2009 where are they now?
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