Joseph Carlson After Hours 对 $UNH 的判断变化

频道资料 →本频道有 2 位标注的说话人:Michael Burry、Wall Street Journal article共 1 条
2026-10-12
《The Riskiest Earnings Season So Far》
UNH 被视为深度价值型困境反转标的,他认为反转终将发生,但他并不买入:保险是他不喜欢的生意,客户也不喜欢它,其利润率高于医院却没有充分理由,而且监管风险可能在未来冲击整个行业。

我们有United Healthcare。

We have United Healthcare.

回顾这一周,明天还有像 JP Morgan、United Health Group 和 Domino's 这样的公司发布财报。我总体上认为这些公司会有不错的表现。

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.

另一家我以前看过的是 United Health Group。很多投资者跟着 Warren Buffett 一起买入了这只股票。我决定不参与,因为我就是不太喜欢这门生意。保险公司不是什么有趣的生意。

我一般不喜欢那种基本上每个客户都讨厌这家公司的企业。反正这不是我喜欢投资的东西。

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.