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Some of Wall Street's Most Prominent Billionaires and Hedge Funds Think They Have Found an Asymmetric Opportunity
The Motley Fool· 2025-08-24 12:13
Core Viewpoint - UnitedHealth Group has attracted significant interest from prominent hedge funds and billionaires despite facing challenges, indicating a potential asymmetric investment opportunity as they believe the upside outweighs the downside [3][4][16]. Investment Activity - Warren Buffett's Berkshire Hathaway disclosed a position worth over $1.5 billion in UnitedHealth at the end of Q2, reflecting a value investment strategy [4]. - Appaloosa Management increased its stake by 1,300%, from 175,000 shares to 2.45 million shares, valued at over $764 million [6]. - Scion Asset Management purchased $12 million worth of stock and 350,000 long call options, indicating optimism about the stock's future performance [7]. - Lone Pine Capital and Renaissance Technologies also made significant purchases, acquiring over 1.69 million and approximately 1.35 million shares, respectively [8]. Company Challenges - UnitedHealth has faced higher-than-expected medical costs due to sector-wide trends, which are expected to significantly depress earnings, with management guiding for at least $16 adjusted EPS, down from about $27.66 last year [10][11]. - The U.S. Department of Justice is investigating UnitedHealth for potential issues related to Medicare Advantage billing practices, although management is cooperating and confident in their compliance [12]. Financial Position - Despite challenges, UnitedHealth remains the largest health insurer in the U.S. with pricing power and a solid financial footing, with a dividend yield of about 2.9% and a trailing-12-month free cash flow yield close to 9% [13][14]. - The stock trades at about 19 times forward earnings estimates, which is below the average seen over the last two and a half years, suggesting a favorable risk-reward proposition [16][18].
X @Unipcs (aka 'Bonk Guy') 🎒
RT Unipcs (aka 'Bonk Guy') 🎒 (@theunipcs)#USELESS coin once again leading in smart money inflowgetting more flows than $SPX, #FARTCOIN and others todayresistance is USELESS when smart money keeps accumulating like they're doing right now... ...
X @Crypto Rover
Crypto Rover· 2025-08-23 18:42
Market Trends - Large investors are accumulating ETH [1] - Retail investors are selling ETH [1] Investment Strategy - Industry suggests following the investment decisions of large investors ("smart money") [1]
X @Ash Crypto
Ash Crypto· 2025-08-22 07:11
Market Activity - A whale acquired 1,046 Bitcoin, valued at $118.72 million [1] - Smart money is buying Bitcoin while retail investors are selling [1]
X @Unipcs (aka 'Bonk Guy') 🎒
RT sk (@skmakeit)So that “big” red daily candle on $USELESS yesterday was caused by retail sells while whales bid heavy?Insanely bullish signal, smart money loves #USELESS at these prices which are only about 30% down from highs!!!This is incredibly unusual from smart money as they usually start heavy bids at greater discount levels!I don’t care how low retail sends us, smart money loves #USELESS coins at all these prices so buying is a no-brainer.See into whale/retail flows on other $SOL coins using the we ...
X @Unipcs (aka 'Bonk Guy') 🎒
RT Chyan | chyan.base.eth (@Chyan)📰 #USELESS DAILY — 24H EDITION 🟣🗑️Headline: Price dips, but the useless flows don’t lie 📉➡️📈Fresh Money Flood💰 +$3.5M fresh wallets in 24h — 4x larger than smart money outflows per @nansen_ai. New recruits entering futility en masse.Exchange Moves📊 +$1.6M CEX inflows — whales and institutions quietly scooping the dip.Volume Surge⚡ $54M traded (19% of mcap) — CT can’t stop playing useless games.Profit-Taking Check📤 -$909K smart money out — healthy exits, but drowned out by f ...
X @Crypto Rover
Crypto Rover· 2025-08-16 08:19
Market Trends - Smart money is accumulating Ethereum ($ETH) while retail investors are selling [1] - Large investors are absorbing the Ethereum ($ETH) sold by retail investors [1] - Ethereum's price movement is mirroring Bitcoin's historical pattern [1]
X @Unipcs (aka 'Bonk Guy') 🎒
Market Trends & Institutional Activity - Professional traders are buying Useless Coin (USELESS) CEX exits while retail investors are taking profits on the +22% pump [1] - Smart money is accumulating USELESS while retail investors are distributing [1] - USELESS is the 2 token by smart money volume on Solana [1] Whale Accumulation & Smart Money Flows - 88 million tokens were withdrawn from Meteora to Top 100 leaderboard traders [1] - 13 million tokens were withdrawn to USELESS Whale addresses [1] - Wintermute withdrew 449 thousand tokens from Kraken [1] - A USELESS Whale [46kSh8ha] made $962 thousand in purchases across 5 separate buys [1] - Top 100 traders are pulling 59 million + 16 million + 15 million tokens off exchanges [1] - $129 million in fresh wallet inflows were observed [1] - Net smart money flows show $2436 thousand with +8 active traders [1] Deposit vs Withdrawal Analysis - Deposits of approximately 17 million tokens were made to Gate/Kraken/KuCoin, indicating profit-taking [1] - Withdrawals show higher value pulls by institutional addresses [1]
X @CoinMarketCap
CoinMarketCap· 2025-08-13 15:32
The next 1000x play is already moving somewhere on-chain.Open CMC Signals. Watch the feed. Check Signal History.When the Smart Money apes, you’ll see it first.📍 https://t.co/bytLDi41Z56/6 https://t.co/WIvf1vdQkk ...
X @Crypto Rover
Crypto Rover· 2025-08-10 16:03
Market Trends - Whales are accumulating Ethereum ($ETH) [1] - Retail investors are divesting Ethereum ($ETH) [1] Investment Strategy - The market suggests following the investment actions of whales, implying they represent "smart money" [1]