Inside My Portfolio | $UNH
Outstanding quarter.
✅ Revenue Beat
✅ EPS Beat
✅ Medical Care Ratio improved
✅ FY26 Guidance Raised
This wasn't just an earnings beat...it reinforces my long-term investment thesis. My average cost remains $247, with a forward Yield on Cost of 3.76%.
Follow for more: https://t.co/5gtDFBZNn4
If buying a stock feels comfortable...
You're probably paying for that comfort.
The best opportunities usually arrive wrapped in pessimism.
Psychology is the real edge in investing.
#ValueInvesting#Contrarian#Investing
$ADBE $PATH $NOW
Copy my journey: https://t.co/5gtDFBZNn4
Outperforming the Indexes wasn't the objective.
The objective was simple:
• Own exceptional businesses.
• Stay patient.
• Ignore the noise.
• Let compounding do the work.
Performance is the outcome of a repeatable process not a prediction.
Markets price the next quarter. Investors own the next decade.
Biggest Winners: $META $PLTR $INTC $ABCL $ASML
You can follow my investing journey here: https://t.co/ddcLFgYQmD
Investing isn't about being right every time. It's about making sure that when you're right, the winners are allowed to compound.
Check my winners:
https://t.co/YX1om9tbVA
$INTC $PLTR $META
$pshg is a classic “road‐kill” style opportunity?
Far more excited about this stock than any of the hyped names out there right now like $nbis $iren $zeta