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Which podcasts are discussing UNH?
11 ATTRIBUTED IDEAS · 10 EPISODES · 6 SHOWS
The shows
CNBC Fast Money
The Acquirers Podcast
The Compound and Friends
Bloomberg Surveillance
The Business Brew
The Options Insider Radio Network
Where the discussion went deepest
26 JUN26 JUNCNBC FAST MONEY
Rotate from tech into underperforming healthcare
“Traders noted a market rotation out of expensive mega-cap tech into defensive, underperforming healthcare and small-cap biotech names.”
Is the Tech Slump Here to Stay?… And Opportunities Outside of Software 6/26/26
In depth · 4/5Verify in source →
26 MAY26 MAYCNBC FAST MONEY · 07:00
UnitedHealth's worst is behind it
“The case made for UnitedHealth Group was that the worst of its regulatory and headline risks is likely over, its valuation is not excessive, and it is positioned to recover insurance margins.”
Micron’s Massive Move To New Heights… And Opportunity Despite Record Highs 5/26/26
In depth · 4/5Verify in source →
24 APR24 APRTHE COMPOUND AND FRIENDS · 17:00
Healthcare as an AI productivity and demographic arbitrage
“The bull case argued that healthcare is mispriced, offering a high-probability arbitrage between its steady demographic demand/AI productivity potential and its current market neglect.”
Why Nvidia is Going to 10 Trillion Dollars with Adam Parker and Rob Sechan · with Adam Parker
In depth · 4/5Verify in source →
1 OCT1 OCT 2025THE ACQUIRERS PODCAST · 35:00
Via Negativa: investing by removing impediments
“The guest argued that Buffett's approach, influenced by Charlie Munger, is often 'via negativa' - identifying and waiting for the single imperfection preventing an investment to be removed.”
Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking
In depth · 4/5Verify in source →
3 JUL3 JUL 2025THE ACQUIRERS PODCAST · 15:00
UnitedHealth as a narrative-driven value opportunity
“The guest argued UnitedHealth is a fundamentally strong business currently trading at a discount due to an extremely negative public narrative, similar to BP after the Deepwater Horizon spill.”
Zeke Ashton on Buffett, the Post-Value Era, UnitedHealth $UNH and his Four Decision Factors
In depth · 4/5Verify in source →
14 JUL14 JULCNBC FAST MONEY · 08:15
HCA guidance cut signals hospital margin pressures
“HCA's lowered guidance due to uninsured patient growth and declining surgeries was cited as a major risk factor for hospital operators.”
Software Sinks After IBM Losses… And a June CPI Reversal 7/14/26 · with Goldman Sachs
Substantive discussion · 3/5Verify in source →
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