Group 1: Investment Insights - Billionaire Ole Andreas Halvorsen has made significant investments in recovery stocks, specifically Carnival and UnitedHealth, indicating potential opportunities for investors [2][3][4] - Halvorsen's portfolio is well-diversified, with holdings across various industries, reflecting a strategic approach to investment [3] Group 2: Carnival Corporation - Carnival has seen a 30% increase in stock price over the past year, although it remains below historical highs [7] - Halvorsen purchased 14,061,827 shares of Carnival, which now constitutes over 1.1% of his portfolio [8] - The company has made substantial progress in recovering from pandemic-related losses, achieving record revenue and operating income in the latest fiscal year [10] - Carnival is considered a low-risk recovery story, with shares priced at 12 times forward earnings estimates, making it an attractive buy for cautious investors [11] Group 3: UnitedHealth Group - UnitedHealth has faced challenges, including higher healthcare costs and a probe into its Medicare billing practices, resulting in a 40% decline in stock price over the past year [12] - Halvorsen acquired 1,197,273 shares of UnitedHealth, representing 1% of his portfolio [8] - The company is implementing aggressive strategies to improve its situation, including plan adjustments and the use of artificial intelligence for efficiency [14] - UnitedHealth is trading at 15 times forward earnings estimates, indicating it may be undervalued despite being earlier in its recovery process [14]