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Nike stock: does Tim Cook's purchase make NKE a buy at current valuations?
Invezz· 2025-12-24 20:53
Apple CEO Tim Cook sent a powerful signal Wednesday when he spent nearly $3 million to nearly double his stake in Nike stock (NYSE: NKE), just one day after the athletic-wear company reported a devast... ...
Billionaires Warren Buffett and David Tepper and "Big Short" Investor Michael Burry Just Bought UnitedHealth Group Stock. Should You?
The Motley Fool· 2025-08-23 08:44
Group 1: Investment Interest - Notable investors Warren Buffett, David Tepper, and Michael Burry have recently purchased shares of UnitedHealth Group, indicating a strong interest in the stock [2][4][6] - Buffett's new position in UnitedHealth Group for Berkshire Hathaway is significant, as it marks his first major stock purchase after 11 consecutive quarters of being a net seller [4][10] - Tepper increased his stake in UnitedHealth Group by 1,300% in Q2, making it the second-largest position in his hedge fund's portfolio, accounting for nearly 12% of total assets [5] Group 2: Stock Valuation - UnitedHealth Group's shares are currently over 50% below their peak value from Q4 2024, presenting a potential buying opportunity [8] - The company's price-to-earnings ratio stands at 13, the lowest valuation in over a decade, suggesting it is available at a steep discount [8] Group 3: Company Challenges - The decline in UnitedHealth Group's stock price is attributed to an unexpected drop in earnings, primarily due to higher-than-anticipated medical costs, particularly in Medicare Advantage plans [9] - The U.S. Department of Justice is conducting investigations into UnitedHealth Group's Medicare billing practices, although the company has expressed confidence in its practices and is cooperating with the investigations [10][12] Group 4: Future Outlook - Investors like Buffett, Tepper, and Burry likely view the current challenges as temporary, believing in a strong rebound for UnitedHealth Group over time [10][11] - The company plans to address its higher medical costs by raising premiums, with most increases set to take effect in 2026 [12]