I also find it interesting that there is no evidence (yet?). But it is very surprising why UNH generates so much more than the competition. If everything is indeed legitimate, in my view this would rather mean that the entire insurance market except for UNH is not efficient and therefore undervalued.
I just can't imagine that, but well, you're in the ETF anyway, so I'm in either way.
I just can't imagine that, but well, you're in the ETF anyway, so I'm in either way.
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@Variett But this has been the case for a long time and the pharmacy business is high-margin and it is also clear that there are bonus programs here and how expensive medicines are in the USA. Given the size of the company, which is regularly inspected over this long period of time, there should have been evidence much earlier. Take a look at the number of employees, something would have leaked out long ago if they were doing something that is not common practice. In every industry you want to earn money, there are bonus programs and kickbacks. Even if something happens here, it will be settled with a billion-euro fine. Financially, $UNH is in a good position. At least that's my opinion, real price gains only arise from a good risk/reward ratio or if a company is misjudged or misunderstood by the market, which in my opinion is the case here ✌️
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