UnitedHealth: A Long-Term Compounder Worth Holding Through Any Cycle

Group 1 - UnitedHealth Group Incorporated (UNH) stock rebounded from undervalued levels, appreciating by 10% [1] - Over the past 100 days, UNH has outperformed the benchmark by a few percentage points, nearing a target price of $400 [1] Group 2 - The analysis emphasizes the importance of understanding macro trends that influence asset prices and investor behavior [1] - The author has a background in both institutional and private client asset management, focusing on equities and derivatives [1]