UnitedHealth Group: Preparing For December Investor Day, Buy Reiterated
Health insurance and healthcare delivery are supposed to be boring businesses right? Well, in theory, maybe, but in reality, this has been one of the most eventful landscapes I cover.I aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I manage a concentrated portfolio targeted at ...