Capitalist Letters

Capitalist Letters

UnitedHealth and SOFI Earnings Review: A Case To Be Greedy and A Case To Be Fearful

Be greedy when others are fearful; be fearful when others are greedy.

Oguz Erkan's avatar
Oguz Erkan
Jul 30, 2025
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It’s an irony that Sofi and UnitedHealth announced earnings on the same day, and I got the chance to write about them in the same earnings review.

Why is it ironic?

Because these two companies were in exact opposite standings until a year ago, and the reaction to them back then and today illustrates exactly what’s wrong about the markets and why most in…

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