1/ $UNH is one of my highest conviction stocks for the next 5 years. It is an easy 3x from the current levels. Here is why $UNH is an asymmetric opportunity now: 🧵

11/ I think $UNH can easily do better. Even assuming no growth this year, and just 15% EPS growth annually for the next 4 years, we will get $48 EPS in 2030. Slap a median 17 times earnings, and we have $816 price target for the end year 2030. This is nearly 3 times today's

Your only goal should be accumulating as much $OSCR as possible at these levels. $OSCR institutional ownership is at all time highs. They launched a coordinated attack to scoop up your shares cheap. Hold onto your $OSCR, buy more. This like buying $PLTR at $5.

US healthcare stocks are now what financials were back in 2008. If you invested in top class financials back then, you would have made so much money. $UNH is the undisputed leader. 24 analysts now have a consensus PT of $1144. People will say it was obvious a year from now.

All successful investors have balls made of steel. Have some balls, buy $OSCR here. Thank me later.

$OSCR JUST BROKE ABOVE $17! Short squeeze in progress. Once it flips back to profitability next year, it’ll easily be a $50 stock. Long $OSCR!

How do we feel about $CRWV down 50% from its highs? Remember how David Faber hammered it pre-IPO on CNBC: - Huge capex spend. - Customer concentration. - Special purpose entities similar to Enron. - Extended depreciation that makes costs look lower. Opportunity or too risky?

Holding a stock at 500x earnings is like rock climbing without protection. You can climb higher and higher without looking down. But when you can’t climb higher and look down, it’s just terrifying. $PLTR

Cathie Wood’s $ARKK just received its biggest single-day-inflow since 2021… Another sign that the peak is near? It’s time to be more defensive than offensive here. Healthcare sector at 16 times earnings is attractice for rotation from growth to value. $UNH $ELV $CNC $CI

Warren Buffett once said: "The best thing that can happen from Berkshire's standpoint is to have a market crash." Here's his 10 principles to make money in a bear market: 🧵

10/ Keep it simple. There are only two questions you need to answer: - Will this business make more money 10 years later? - What am I paying for it right now? These are not hard questions. If you bring in other elements like momentum, etc, everything will get really hard.

Warren Buffett got rich by investing. You can do it too. Join 19,000+ readers to become a better investor. You will get a free e-book when you join 👇 capitalist-letters.com

Howard Marks: "The market valuation is worrisome." When Howard Marks says something, we pay attention.

$NVO is one of the most undervalued stocks in the market now. The valuation assumes just 5% annual revenue growth for the next decade. Insiders see this and they are buying. Insiders may sell for many reasons but they only buy for one reason: They think the stock will go up.

The real AI play is energy. Cutting edge GPU racks consume 80-130 kW as apposed to 25-30 kW for a CPU rack. Result? Emergy demand skyrockets. Renewable capacity is far from meeting this demand. The cheapest way is coal and natural gas. $ET is the leading midstream natural gas

$TSM is still relatively cheap given its potential and market position. It managed to expand its market share by 3% YoY despite already dominating the market with 67.6% revenue share last year. This won’t change anytime soon. Its yields in 2nm are 40% higher than Samsung and

Starting the first trading day of the week, here are the 5 best buying opportunities I currently see: - $UNH at $309 (Buffett’s average is $311) - $NVO at $56 - $DLO at $14 - $OSCR at $16 - $ASML at $742 What stock do you think are the best buys right now?

Ray Dalio sees the future. He warned, "Something worse than a recession is coming." It's already happening. Gold prices are soaring while the USD index is collapsing. What Ray Dalio sees coming next is disastrous: 🧵

10/ So, what should investors do? - Reduce fiat exposure. - Put your money in assets. - Diversify across asset classes. - If buying stocks, buy companies with pricing power. This won't solve anything, but this is the best you can do.

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