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Dimitry Nakhla | Babylon Capital®
As the saying goes: “Where there’s smoke there’s fire”
Hats off to Aria for his statement yesterday:
“CEO stepped down and they pulled their FY guidance. Something smells” 🎯👌🏽
$UNH is now under criminal investigation by the Justice Department for possible Medicare fraud
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As the saying goes: “Where there’s smoke there’s fire”
Hats off to Aria for his statement yesterday:
“CEO stepped down and they pulled their FY guidance. Something smells” 🎯👌🏽
$UNH is now under criminal investigation by the Justice Department for possible Medicare fraud
This piece of junk is down 50% from the all time highs and almost flat on the 5 year chart.
CEO stepped down and they pulled their FY guidance. Something smells
$UNH https://t.co/scyy6OIP0F tweet
Offshore
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Quiver Quantitative
Representative @CoryMillsFL just gave an example of how members of Congress can profit off inside information: https://t.co/OyZNOq5jMz
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Representative @CoryMillsFL just gave an example of how members of Congress can profit off inside information: https://t.co/OyZNOq5jMz
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Quiver Quantitative
"Let's call out this corruption for what it is"
- @RepDeluzio https://t.co/iy6JylWDix
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"Let's call out this corruption for what it is"
- @RepDeluzio https://t.co/iy6JylWDix
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Dimitry Nakhla | Babylon Capital®
Want to improve as an investor?
Here’s a simple trick:
Relentlessly evaluate what defines a quality company and don’t compromise for “attractive valuations.”
Predictability.
While $UNH appeared cheap, you can’t say it’s a better co than $V $MA $ICE $SPGI etc. so why bother?
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Want to improve as an investor?
Here’s a simple trick:
Relentlessly evaluate what defines a quality company and don’t compromise for “attractive valuations.”
Predictability.
While $UNH appeared cheap, you can’t say it’s a better co than $V $MA $ICE $SPGI etc. so why bother?
tweet
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Capital Employed
42 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks 👇
https://t.co/pd1jpi63Tp https://t.co/TmOdie93hE
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42 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks 👇
https://t.co/pd1jpi63Tp https://t.co/TmOdie93hE
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Wall St Engine
UnitedHealth $UNH says it hasn’t been notified by the DOJ about any criminal probe and calls WSJ’s reporting “deeply irresponsible.” The company strongly defends its Medicare Advantage program, adding that the article offers no clarity on alleged charges & cites unnamed sources https://t.co/uTGyu1qum4
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UnitedHealth $UNH says it hasn’t been notified by the DOJ about any criminal probe and calls WSJ’s reporting “deeply irresponsible.” The company strongly defends its Medicare Advantage program, adding that the article offers no clarity on alleged charges & cites unnamed sources https://t.co/uTGyu1qum4
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Hidden Value Gems
Good numbers by $WOSG.L with H2 FY25 Revenue +12% (+19% in the US, +6% in the UK). However, they dont disclosre like-for-like sales which is quite impotant given that they are opening quite a few new stores.
Fwd P/E - 9.5x. https://t.co/HLixXY7NCC
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Good numbers by $WOSG.L with H2 FY25 Revenue +12% (+19% in the US, +6% in the UK). However, they dont disclosre like-for-like sales which is quite impotant given that they are opening quite a few new stores.
Fwd P/E - 9.5x. https://t.co/HLixXY7NCC
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