UnitedHealth just dropped Q2 numbers and the headline looks great: adjusted EPS of $6.38 vs \~$4.90 consensus (\~30% beat), and they raised full-year adjusted EPS guidance to $19.50–$20.00 from >$18.25. Medical care ratio improved to 86.7% from 89.4% a year …
Hello friends, I wanted to share a quick update on my latest portfolio move. Here is my thesis on [**$BR**](https://www.blossomsocial.com/stocks/BR-STOCK-US-USD), which I bought at $147.50, increasing its weight from 0% to 7.5% of my portfolio. ***Business moat:*** [**$BR**](https://www.blossomsocial.com/stocks/BR-STOCK-US-USD) is the …
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AI can be a very powerful tool for analyzing stocks, but only if you use it properly. Otherwise, it is like owning a powerful but untrained dog. It has a lot of potential, but it is constantly making a mess. …
1. Offer gets rejected by Paypal's board since price is too low Price falls back down a bit to $48-$50's, a bit higher than before but lower than now. 2. Stripe/Advent may come back with a higher offer (70% chance). …
UnitedHealth reported Q2 revenue of $112.0 billion, operating earnings of $8.0 billion and adjusted EPS of $6.38. Management also raised full-year adjusted EPS guidance to $19.50-$20.00. The headline is clearly better. I am less convinced that one strong quarter is …
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