UnitedHealth Group ($UNH) – Navigating the Medicare Shock

Stock Performance, Dividend Safety, and Price Outlook UnitedHealth Group (NYSE: UNH), the largest U.S. health insurer by market cap, has endured a brutal 2026 start. Shares plummeted nearly 19% in a single day on January 27 following a “Medicare shock” – the Trump administration’s proposal for flat Medicare Advantage (MA) payments in 2027 – erasing $60B in value. This capped[…]

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Oscar Health – Fundamentals and quantitative valuation scenarios

Oscar Health, Inc. is a U.S. health insurance and healthcare technology company that offers individual, family, and small group health plans. It also provides technology platforms (e.g., +Oscar) for insurers and payors. The company is focused on integrating digital tools into insurance operations to improve member experience and care management.  CEO: Mark Bertolini Founded: 2012 Exchange: NYSE Ticker: OSCR  Website:[…]

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