Iโve added $UNH (UnitedHealth) to my portfolio this week, and hereโs why I believe itโs a compelling long-term play:
๐ญ. ๐๐ข๐๐ง๐ฉ ๐๐ค๐ฃ๐๐ฎ ๐๐จ ๐๐ค๐ซ๐๐ฃ๐ ๐๐ฃ
Two of the most respected investors in the worldโ๐๐๐ง๐ง๐๐ฃ ๐ฝ๐ช๐๐๐๐ฉ๐ฉโ๐จ ๐ฝ๐๐ง๐ ๐จ๐๐๐ง๐ ๐๐๐ฉ๐๐๐ฌ๐๐ฎ and ๐ฟ๐๐ซ๐๐ ๐๐๐ฅ๐ฅ๐๐งโ๐จ ๐ผ๐ฅ๐ฅ๐๐ก๐ค๐ค๐จ๐ ๐๐โhave recently built significant positions in UnitedHealth. Berkshire quietly accumulated over ๐ฑ ๐ข๐๐ก๐ก๐๐ค๐ฃ ๐จ๐๐๐ง๐๐จ ๐ฌ๐ค๐ง๐ฉ๐ $๐ญ.๐ฒ๐ฝ, while Appaloosa increased its stake, making $UNH one of its top holdings at nearly ๐ญ๐ฎ% ๐ค๐ ๐๐ฉ๐จ ๐ฅ๐ค๐ง๐ฉ๐๐ค๐ก๐๐ค. David Tepper is known for his exceptional performance over decades. Appaloosa has delivered ๐ญ๐ฑ๐ต% ๐ง๐๐ฉ๐ช๐ง๐ฃ๐จ ๐ค๐ซ๐๐ง ๐ฉ๐๐ ๐ฅ๐๐จ๐ฉ ๐ฑ ๐ฎ๐๐๐ง๐จ ๐๐ฃ๐ ๐ฎ๐ฎ๐ฒ% ๐ค๐ซ๐๐ง ๐ญ๐ฌ ๐ฎ๐๐๐ง๐จ, far outpacing the market. If a fund with that kind of history commits such a large allocation to UNH, it signals strong conviction.
๐ฎ. ๐ผ ๐พ๐ก๐๐จ๐จ๐๐ ๐พ๐ค๐ฃ๐ฉ๐ง๐๐ง๐๐๐ฃ ๐๐ฅ๐ฅ๐ค๐ง๐ฉ๐ช๐ฃ๐๐ฉ๐ฎ
UnitedHealth has faced headwinds in 2025โrising medical costs, regulatory scrutiny, and leadership changesโbut thatโs exactly why the stock traded at a steep discount earlier this year. Buffettโs move signals confidence that the market has overshot on pessimism.
๐ฏ. ๐๐ฉ๐ง๐ค๐ฃ๐ ๐๐ช๐ฃ๐๐๐ข๐๐ฃ๐ฉ๐๐ก๐จ & ๐๐ง๐ค๐ฌ๐ฉ๐ ๐ฟ๐ง๐๐ซ๐๐ง๐จ
Despite short-term challenges, $UNH remains the ๐ก๐๐ง๐๐๐จ๐ฉ ๐.๐. ๐๐๐๐ก๐ฉ๐ ๐๐ฃ๐จ๐ช๐ง๐๐ง with unmatched scale and vertical integration through Optum. Long-term tailwinds like an aging population, growing Medicare Advantage enrollment, and tech-driven cost efficiencies position it for sustainable growth. Analysts project ๐๐ค๐ช๐๐ก๐-๐๐๐๐๐ฉ ๐๐๐ ๐๐ง๐ค๐ฌ๐ฉ๐ and continued dividend increases (whatinsights.com/health-wellness/unh-stock/).
For me, this is a ๐๐๐๐-๐ฆ๐ช๐๐ก๐๐ฉ๐ฎ ๐๐ช๐จ๐๐ฃ๐๐จ๐จ ๐๐ฉ ๐ ๐ง๐๐๐จ๐ค๐ฃ๐๐๐ก๐ ๐ฅ๐ง๐๐๐, backed by some of the smartest money on Wall Street. Iโm holding this for the long term.... Show More
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Mon Nov 17 2025 07:03:27 GMT+0000 (Coordinated Universal Time)
