Be greedy when others are fearful; be fearful when others are greedy.
Wow, this article is so good. I'm a beginner in the stock world, and I learned a lot from this post. Thanks! 👍🏼
Really enjoy your breakdowns!
A breakdown of $TTD would be great to better understand whether it’s more like $SOFI or $UNH.
what do you think of CNC Centene, at current prices?
This aligns with what I've seen in fintech. This trend is accelerating. Have you considered the operational complexity?
This aligns with what I've seen in SaaS. This trend is accelerating. Have you considered the operational complexity?
Thank you, a very objective and clear cut case. Look forward to your write ups.
Awesome analysis! A lot of people are losing hope in $UNH. I’m still positive that it will turn around in time to come. The management just needs time to fix things.
Thank you so much for the post and the concepts in it. Very informative read.
Great thesis. Bought a little more unh. I would think 245 or so is absolute bottom unless the CEO starts a scandal or something.
Better unh at 240
Hi Oguz, you make a good point about UNH, it's a quality stock and the sentiment right now is awful. I love that!
Wow, this article is so good. I'm a beginner in the stock world, and I learned a lot from this post. Thanks! 👍🏼
Really enjoy your breakdowns!
A breakdown of $TTD would be great to better understand whether it’s more like $SOFI or $UNH.
what do you think of CNC Centene, at current prices?
This aligns with what I've seen in fintech. This trend is accelerating. Have you considered the operational complexity?
This aligns with what I've seen in SaaS. This trend is accelerating. Have you considered the operational complexity?
Thank you, a very objective and clear cut case. Look forward to your write ups.
Awesome analysis! A lot of people are losing hope in $UNH. I’m still positive that it will turn around in time to come. The management just needs time to fix things.
Thank you so much for the post and the concepts in it. Very informative read.
Great thesis. Bought a little more unh. I would think 245 or so is absolute bottom unless the CEO starts a scandal or something.
Better unh at 240
Hi Oguz, you make a good point about UNH, it's a quality stock and the sentiment right now is awful. I love that!