The creator mentions Oscar Health as another health insurance company they were buying a year ago at a steep discount, and it has paid off very well.
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UnitedHealth Group ($UNH) Q3 Earnings Watch Margins
Oct 4, 2026
The creator discusses UnitedHealth Group's (UNH) upcoming Q3 earnings, focusing on revenue, EPS, and the medical care ratio. They highlight UNH's history of beating EPS estimates and increasing guidance, suggesting potential for continued positive performance. A key part of the analysis involves UNH's valuation based on revenue and margins, indicating a potential upside to their share price.
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UnitedHealth Group (UNH) could be significantly undervalued, with potential to reach $475-$500 per share based on its revenue and margins, suggesting a strong buy opportunity.
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UNHbuy opened Oct 4, 2026
+9.35%