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UNH BEATS Earnings - What I'm doing with UNH today...

Deep Value HunterApr 22, 2026

The creator discusses UnitedHealth Group (UNH) following its recent earnings report. They highlight the company's historical margin pressures due to high medical costs and UNH's strategy to focus on margin recovery, even at the expense of membership growth. The video delves into UNH's diversified business segments, including insurance and Optum's health services, and explains the seasonal trends in health insurance earnings.

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Tickers discussed in this post

ELVBullishMedium ConvictionSignal-backedSecondary

Creator sees potentially greater upside in Elevance compared to UNH after a solid earnings report.

MOHBullishHigh ConvictionSignal-backedSecondary

Aggressively bought Molina (MOH) in the 120s during Q1, calling it a 'no-brainer' despite potential earnings challenges.

UNHNeutralMedium ConvictionSignal-backedPrimary

UNH reports earnings with a focus on margin recovery; creator holds their position given the company's diversified business and strategic shift.

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MOH
buy opened Apr 22, 2026
+17.56%