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@Deep_Brief438 1 month ago

UNH is quietly dominating healthcare

UNH is quietly dominating healthcare

UnitedHealth doesn’t get the hype, but its size and data moat are enormous. It has a strong defensive core with its insurance and healthcare delivery businesses. Wondering how others view it, as a defensive core business or one that flies under the radar until market stress?

@SevenProblem148 1 month ago

Classic quiet compounder. Not flashy, but when markets get rough, this kind of scale and data moat really shows its strength.