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Posted by
Two Blokes Apr 17 -
Filed in
Stock
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3 views
I underestimated UnitedHealth's vulnerability to rising medical costs, leading to a significant earnings miss and a 20% drop in market cap. Despite recent setbacks, UnitedHealth's long-term potential remains strong, with expected 13-16% annual earnings growth and attractive entry points for new investors. Rising healthcare costs and inflation pose significant challenges, making UnitedHealth less of a high-conviction pick in the near term.
