“The Riskiest Earnings Season So Far”
UNH is seen as a deep value turnaround that he thinks will eventually happen, but he is not a buyer: insurance is a business he does not like, customers dislike it, its margins exceed the hospitals' without good reason, and regulatory risk could hit the industry down the road.
We have United Healthcare.
Now, looking back through the week, we also have companies like JP Morgan, United Health Group, and Domino's reporting earnings all tomorrow as well. I generally think these companies are going to do well.
Another company that I've looked at before is United Health Group. This is one that a lot of investors jumped in with Warren Buffett. I decided to stay out of it because I just don't love the business.
Insurance companies are not a fun business. I I don't like companies in general where basically every customer hates the company. That's not something that I that I like investing in anyway.