The Value Thesis

The Value Thesis

UnitedHealth Group

Business of the Week #1

Arda Solmaz's avatar
Arda Solmaz
Nov 04, 2025
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Investment Thesis

UnitedHealth Group UNH 0.00%↑ is the largest healthcare company in the U.S., with two major engines: UnitedHealthcare, its insurance business, and Optum, its services arm spanning clinics, pharmacy benefits, and analytics.

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