Why the Market Is Wrong on UnitedHealth
UnitedHealth Group has faced significant market pressure due to rising Medical Care Ratio (MCR) and regulatory shifts, but a deeper analysis suggests these are temporary headwinds. The company is strategically shrinking its Medicare Advantage membership and leveraging its strong balance sheet to absorb costs, positioning itself for future growth and margin recovery. Noted investors like David Tepper and Michael Burry have also aggressively bought the stock, indicating a belief in its undervaluation.
https://www.tradingview.com/news/gurufocus:0c028f05f094b:0-why-the-market-is-wrong-on-unitedhealth/