Buying when others are fearful!

21 thg 7

- Technical breakdown looks ugly but biting the bullet with a strong conviction that bad news are priced in.

- Risk is to the upside. Even if it goes down, I'm mentally ready to buy more of UNH and let it compound for years to come.

- I believe that we should close the gap above @ $376 so we have around 35-40% upside by the year end.

21 thg 7

Ghi chú

Bought UBER when no one wanted it, everyone was feared because of robotaxi

21 thg 7

Ghi chú

Bought CELH when everyone was hating on it

21 thg 7

Ghi chú

Was early OPEN when no one was buying it. People got into the train once eric on twitter mobilized the crowd

21 thg 7

Ghi chú

Dollar Tree:

21 thg 7

Ghi chú

My conviction is that UNH is unfairly beaten down and fears are overdone.

21 thg 7

Ghi chú

I'm targeting $380-400 in less than one year from now!

21 thg 7

Ghi chú

Morgan Stanley Price Target: $342.00
Rating : Overweight

22 thg 7

Ghi chú

- Risk to the upside is greater than the risk to the downside.
- Risk/Reward suggests accumulating stock before earnings and trust the CEO.
- CEO has solid proven expertise in navigating the behemoth company like UNH

23 thg 7

Ghi chú

- Scared money makes no money!
- CEO has put 25 million on the line. Have some balls folks!

23 thg 7

Ghi chú

MOH earnings shouldn't scare UNH investors because:

1. When storm hits the seas, stick with the strongest Boat to get pass through that storm.
2. MOH CEO dumped shares around 28 Million on April 30, 2025 right before stock price declines.

24 thg 7

Ghi chú

UNH "proactively" reached DOJ for criminal investigation. In my opinion, they are trying to clear off any alegation they got into earlier this year.

Some people like Snake Ackman are short on their position who are paying their cheap misinformation campaignist to recycle the same old news almost 5 times now.

Buy the dip! This is nothing burger. Things will settle down on Monday .

24 thg 7

Ghi chú

- Imagine getting punishing for being transparent and being proactively reaching out to DOJ to let them know if they need anything company will proactively work with them to resolve any concerns they have.

- Algos are programmed to sell even if the same shit news wrapped up in the different wrapper

24 thg 7

Ghi chú

I'm not selling a single share of mine. Y'all can chicken out if you want. My calculation says it's already discounted for the dooms day. UNH should be 450+ in less than 1 year and should fill the GAP at $380 (Before FY 2025 end )

25 thg 7

Ghi chú

CNC CEO calmed investors and assured long term fiscal targets in tact. Repricing strategy 2026 is coming.

I'm sure UNH will do the same at a bigger scale

25 thg 7

Ghi chú

QQQ looks toppy and any correction in QQQ by August end should make defensive stocks more attractive. Money would rotate into undervalued sector of the market

29 thg 7

Ghi chú

- Earnings were bad but everyone anticipated it. What's important is that we have gotten some guidance around what to expect in 2025 and there would be improvement starting 2026.

- New prices to the plan starting Jan 1, 2026.
- So with all these news, some uncertainties have resolved and it's just matter of technicals where UNH would find the bottom in upcoming month or so.

29 thg 7

Ghi chú

I'm not selling and comfortable in holding it because Market in general is overheated. I'm expecting sector rotation to kick in at some point which will make defensive sectors more attractive

3 thg 8

Ghi chú

Support at :
- $210
- $186
- $166
- $145

4 thg 8

Ghi chú

DCF-Based Fair Value (2030 Stock Price Estimate)
- Base Case: ~$630/share
- Bull Case: ~$867/share

5 thg 8

Ghi chú

- Re-pricing 2026, will be massive tailwinds for cash flow and profits
- Stock buybacks would reduce dividends payments directly boosting EPS
- No brainer buy and hold

8 thg 8

Ghi chú

UNH is forming a bottom. Bottoming is a process.
On Aug 8, 2025 : UNH will be closing above 7 SMA

15 thg 8

Ghi chú

- UNH is being bought hands over fist. It's still super undervalued. Safe compounder, let it compound!
- Eyes on gap fill $380

21 thg 8

Ghi chú

- Bullish : Run up, pull back... ready to run. 400+ before year end 2025

29 thg 8

Ghi chú

- UNH is consolidating after the run up which is bullish.
- It's making bull flag and absorbing all the recycled negative news like a champ.

29 thg 8

Ghi chú

- Last quarter of 2025 is going to be interesting because re-pricing of policies takes effect starting 2026.

30 thg 8

Ghi chú

$380-400 before year end 2025 would be great