Whales with a lot of money to spend have taken a noticeably bearish stance on Humana.Looking at options history for Humana (NYSE:HUM) we detected 26 trades.If we consider the specifics of each trade, it is accurate to state that 23% of the investors opened trades with bullish expectations and 34% with bearish.From the overall spotted trades, 16 are puts, for a total amount of $1,455,459 and 10, calls, for a total amount of $426,208.What's The Price Target?Taking into account the Volume and Open Interest on ...

Mark Cuban is taking aim at the U.S. healthcare system, arguing that widespread billing abuse by insurers and providers could be a major source of federal revenue–if only they were held accountable. “If we fined insurers and providers $100 every time they over-billed, incorrectly denied care or misrepresented any amount of patient out of pocket, we could pay off the national debt,” the billionaire entrepreneur posted on X last week. Don't Miss: Calls For System Overhaul Cuban said the system is rigged a ...

Like the broader consumer staples sector, Procter & Gamble's stock price took a hit in 2025. But the household goods and personal products company has done a masterful job maintaining its high margins thanks to its highly diversified product mix, international exposure (which reduces its dependence on North America), elite supply chain, and marketing.Tariffs are complicating supply chains and putting pressure on margins. If household balance sheets were in better shape, consumer staples companies may have a ...

When it comes to reasons for gaining fame and recognition in the investment world, the paths of Warren Buffett and Michael Burry could not have been any different. While the Oracle of Omaha bats for concentrated, long-term bets on companies that he finds conviction in, the latter is known for his short bets during the 2008 financial crisis. So, when Burry pounds the table on a healthcare stock and endorses it for investors to hold it for the long term, it certainly warrants attention. More News from Bar ...

After several months of hemorrhaging, it's great to see investors in UnitedHealth Group Incorporated ( UNH ) getting a welcomed respite, stemming the bleeding and refuting attempts to send the stock further down. Some could argue that Berkshire Hathaway's (JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive ...

Shares were sitting at $303.76 back in July, when I called Cigna ( CI ) a Hold , risks and rewards were about even. Since then, the price dropped almost 10% to $276.5, even dipping below $240 in November before bouncingWith over 15 years of experience in the markets and a degree in economics, I focus on breaking down companies with clarity and discipline. My goal is to give individual investors a straightforward, honest view—what’s working, what isn’t, and where the risks and opportunities actually are. I d ...

I'm old enough to remember Oscar as the lovable but playfully grouchy Sesame Street character who lived in his trash can. In an investment world where everyone seems to be after growth, the lesson is clear... looks canI am an individual investor with 20 years of experience covering life science, technology, and momentum stocks. I hold degrees in computer information systems, a MBA, and Masters in Finance. My writing focuses on interpreting financial statements within the contexts of management strategy, inc ...

分组1: United Health - United Health has seen a significant decline of 35% this year, making it the worst performer in the Dow [1] - Regulatory headwinds and decreasing margins are challenges that the company must navigate, especially with a new CEO in place [1][2] - The company is expected to stabilize over time, similar to the turnaround seen with CVS [2] 分组2: Salesforce - Salesforce is down 20% for the year, while the S&P has increased by 17%, but it has recently rebounded by 15% this month [3] - There is optimism that AI will enhance Salesforce's business rather than harm it, with expectations for subscription growth [4] - The company is trading at a low valuation of 16 times cash, which has not been seen in many years, indicating potential for recovery [4] 分组3: Amazon - Amazon's stock is up around 6% this year but is underperforming compared to other major tech companies [5] - The company is currently trading at 12.5 times cash flow, below its historical average of 15, suggesting potential for valuation improvement [6] - Amazon benefits from various tailwinds, including its performance in the K-shaped retail economy and strong growth in AWS [7] - Robotics and advertising are additional growth areas that could enhance margins and efficiency for Amazon [8] - The custom silicon projects within AWS are expected to provide competitive advantages in AI efficiency [9][10] - Amazon's diverse capabilities and strategic investments position it well for future growth, making it a favorable investment opportunity [11][12]

Renowned investor Michael Burry published a detailed thesis Monday evening on Substack arguing that Molina Healthcare is a premier investment opportunity, even comparing it to Warren Buffett's legendary acquisition of Geico. MOH stock is climbing. See the chart and price action here. Burry suggested that while Buffett's move into Geico was a brilliant “steal,” Molina today offers a less risky profile and potentially better business prospects due its focus on Medicaid programs, according to Business Insider, ...

Core Viewpoint - Renowned investor Michael Burry considers Molina Healthcare a premier investment opportunity, likening it to Warren Buffett's acquisition of Geico, and suggests it has a less risky profile with better business prospects due to its focus on Medicaid programs [1][2]. Company Overview - Molina Healthcare has demonstrated impressive growth potential and a history of high returns on invested capital, with Burry expressing a strong belief in its long-term growth prospects [2]. - Under CEO Joe Zubretsky's leadership, Molina has undergone a significant turnaround, including stock buybacks and conservative accounting practices [3]. Market Position - Despite a recent decline in MOH stock price and challenges in the health insurance sector, Burry remains optimistic about Molina's business model, which he describes as a "profitable niche" in a complex political landscape [3]. - Burry believes that Molina's focus on Medicaid and its efficient, agent-free business model positions it favorably within the industry [3]. Investment Potential - Burry predicts that MOH stock could potentially drop below $100 due to federal budget concerns, which he considers a "generational buy" opportunity at that price [4]. - He highlights Molina's superior loss ratio, expense ratio, win rate, and conservative accounting as key strengths that make it an attractive investment [4].