This stock looks like a classic "bear greedy when others are fearful" investment. As Warren Buffett approaches his 95th birthday, he remains one of the most well-respected investment managers in the world. That's readily evident in how Berkshire Hathaway (BRK.A -0.13%) (BRK.B -0.06%) shares reacted to the news that he would step down as CEO of the company starting Jan. 1 next year. The stock has dropped about 10% since then, due almost entirely to its contracting valuation multiple. Seemingly, investors are ...

The odds that these three famous, wealthy investors are wrong about the same stock probably aren't very high.The old saying that "birds of a feather flock together" doesn't always apply to the world of the super-wealthy. Rich investors often follow their own paths rather than buying the same assets. So when several of them gravitate to the same stock, it's worthy of notice.An example of such herding occurred recently. Billionaires Warren Buffett and David Tepper, as well as investor Michael Burry (featured ...

Key Takeaways UnitedHealth is growing its ambulatory surgery centers through Optum for cost-efficient care.ASCs lower patient bills and recovery times while reducing claims expenses for UnitedHealth.Optum revenues grew 5.8% in the first half of 2025, with 5M patients expected in value-based care in 2025.UnitedHealth Group Incorporated (UNH) , through its Optum segment, has been actively expanding its network of ambulatory surgery centers (ASCs), which reflects a significant shift in the way surgery is evolv ...

Core Insights - The article emphasizes the importance of identifying clear winners in the market to make informed investment decisions [1] Company Analysis - The analyst has no current or planned positions in any of the companies mentioned, indicating an unbiased perspective [2] - The article is based on the analyst's own opinions and is not influenced by compensation from any company [2] Industry Context - The content is featured on multiple leading financial platforms, suggesting a broad reach and potential influence in the investment community [1]

Take United Health. It's down 40% this year still, but now one of the top winners in the Dow so far for this month. It's up 22% for August.Our next guest sees opportunity in the stock and says investors should buy. Joining us now is Broo May, partner at Evans May Wealth. She is also on CNBC or on Forb's top women advisors list.And Brooke, it's great to have you back on the show. Welcome. >> Thank you, Morgan.>> As a former uh Forbes alum here, a little slip of the tongue there. All right, let's start with U ...

Key Takeaways UnitedHealth stock has declined 40.7% in 2025 while Elevance is down 16% amid sector-wide pressure.UNH's Optum, scale, and Amedisys buy strengthen its cost control and integrated care capabilities.ELV grows premiums faster, but UNH still leads in profitability, capital efficiency and shareholder return.UnitedHealth Group Incorporated (UNH) and Elevance Health, Inc. (ELV) are two of the largest health insurers in the United States, each operating vast networks and diversified healthcare busines ...

U.S. healthcare stocks are currently trading at the biggest discount relative to the broader market in 30 years, according to Barrons, presenting a solid opportunity for investors looking for stability and potential growth. The Health Care Select Sector SPDR (XLV) , which mirrors the sector’s performance, has fallen 9.6% over the past year while the broad SPDR S&P 500 ETF Trust (SPY) climbed about 16%. This has pushed healthcare stocks to trade at a historic valuation discount compared to the broader market ...

As UNH CEO Steven Hemsley faces multiple challenges in his efforts to turn around the nation's largest health insurer. Let's get to Bertha Kums this morning at HQ for more. Morning Bertha. >> Morning Carl.You know during his first 10ear stint as CEO of United Health, Steven Hemsley was all about building the company's Optimum Services division into a healthcare juggernaut through acquisitions which saw profits grow more than 200%. Now his focus is a major rehabilitation of United Health struggling Medicare ...

Core Viewpoint - Value investing is gaining traction due to optimism about potential rate cuts and a downturn in the tech sector [1][4] Market Dynamics - U.S. technology stocks have faced a significant sell-off, with a reported loss of $1 trillion, driven by skepticism regarding the sustainability of the AI boom and caution from industry leaders [2][4] - A shift in investor sentiment has led to a rotation from tech stocks to defensive value-oriented sectors such as consumer staples, healthcare, and utilities [4] Rate Cut Expectations - Market expectations are increasing that the Federal Reserve may begin cutting interest rates, with futures indicating two 25-basis point reductions possibly starting in September [5] Valuation Trends - Growth stocks, particularly in tech and AI, are currently trading at high valuations, while value stocks in sectors like healthcare, financials, and industrials are trading at significant discounts, providing a margin of safety for investors [6][7] Notable Investments - Warren Buffett's investment in UnitedHealth, amounting to $1.57 billion, has sparked interest in the healthcare sector, which is noted to be trading at its greatest discount in 30 years relative to the broader market [7] Investment Opportunities - Investors are encouraged to consider value ETFs that are positioned to benefit from the current market rotation, with several funds showing positive performance [8][9]

Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!I called UnitedHealth Group Inc. ( UNH ) stock a contrarian "Buy" first time in mid-May 2025, right on its heavy correction continuation, and it's not up by over 10% vs. the S&P index's (Daniel Sereda is chief investment analyst at a family office whose investments ...