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Posted by
Two Blokes Jul 29 -
Filed in
Stock
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3 views
My bearish thesis on UnitedHealth Group Incorporated is playing out, with margins and earnings deteriorating as expected after Q2 FY25 results. The onus is on management to prove this is the bottom. Management's disappointing FY25 revenue guidance adds to challenges, making a turnaround story unlikely in the near term. Valuations may appear reasonable and even low depending on how you look at it, but I believe eroding earnings fundamentals make this a "no-go" for buys.
