UnitedHealth Group: How TrumpRx Might Disrupt The Business

Core Insights - UnitedHealth Group (NYSE: UNH) has experienced a total return of 19.91% since the last analysis, indicating strong performance in a short period [1] - The focus is on undervalued and disliked companies with strong fundamentals and good cash flows, particularly in sectors like Oil & Gas and consumer goods [1] - Energy Transfer is highlighted as a company that was previously overlooked but now shows potential for long-term value [1] Investment Strategy - The investment approach emphasizes long-term value investing while also exploring deal arbitrage opportunities, such as those seen with Microsoft/Activision Blizzard and Spirit Airlines/Jetblue [1] - There is a preference for businesses that are easily understandable, avoiding high-tech and certain consumer goods sectors like fashion [1] - The article aims to connect with like-minded investors to share insights and foster a collaborative investment community [1]