United Health (UNH)
Initiated UNH couple of weeks ago with the biggest adds coming on Friday 1st when many were puking their shares and calling for price targets like $100. See below:
https://x.com/SixSigmaCapital/status/1951351330775376169
Now, the UNH story isn’t over, and it remains a company undergoing serious challenges. Of course, having the likes of Tepper and especially Buffett involved may lead to a near-term bid for the stock by value-oriented firms. But over time the business and it’s underlying performance is the key thing to track.
Lastly, congratulations to the SixSigmaCapital community as the position is up over 30% in 2 weeks since entry! I remain committed to keeping all subscribers informed on how we will manage this position going forward.
Looking forward to how this story evolves!
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