Research from Value Investing, Value Investing

Value Investing

Research from Value Investing

I am a value investor. "Value", as defined in Value Investing, is simply the act of buying something for less than its worth. I treat my equity investment as a loan to the business - where the priority is to get back my principal in full, rather than achieving maximum yield. I consider my equity investment as a slightly higher risk loan extended to the business with slightly more accommodative loan covenants - hence justifying a slightly higher yield. While I identify as a value investor and cover all stocks and macro topics indiscriminately, most of my research will have an ASEAN bent as that’s where I’m geographically located.

Thematic (Sector/Industry)

<ul><li>The red &amp; blue arrows highlight the apples-to-apples comparisons to be made between the respective bars (more details below)</li><li>Around this time last year , I did a portfolio performance review based on all the stocks I had written about in 2022.</li><li>This article is a repeat of that for all the stocks I had written about in 2023.</li></ul>

The red &amp; blue arrows highlight the apples-to-apples comparisons to be made between the respective bars (more details below)Around this time last year , I did a portfolio performance review based on all the stocks I had written about in 2022.This article is a repeat of that for all the stocks I had written about in 2023.

Value Investing Substack Portfolio Review | Annual Letter 2023

Research Firm with a Qualitative Overlay, Pearl Gray Equity and Research

Pearl Gray Equity and Research

Research Firm with a Qualitative Overlay

Quantitative fund & research firm with a qualitative overlay. 

Our coverage: General U.S. with a skew towards the primary sector. 

Methods: Smart Beta/Factor Pricing, Neural Networks, Street Gossip, and Common Sense.

Equity Bottom-Up

<ul>
<li>UnitedHealth Group Incorporated is set to release its second-quarter results on Friday, the 14th.</li>
<li>However, its Q2 report is tough to call, we warn investors that volatility will likely surface within the coming days.</li>
<li>UnitedHealth is a surreal earnings beater, but it's a surreal beater.</li>
</ul>


UnitedHealth Group Incorporated is set to release its second-quarter results on Friday, the 14th.
However, its Q2 report is tough to call, we warn investors that volatility will likely surface within the coming days.
UnitedHealth is a surreal earnings beater, but it's a surreal beater.


UnitedHealth Q2 Earnings Preview: Volatility En Route

<ul>
<li>UnitedHealth Group Inc.'s first-quarter earnings report might settle lower than anticipated as prices on long-term solutions have softened.</li>
<li>The company has a rich history of beating earnings estimates, and its cash-based earnings exceeded its accrual-based income in 2022.</li>
<li>UnitedHealth Group Incorporated (<span class="ticker-hover-wrapper">NYSE:UNH</span>) is set to release its first-quarter earnings results before trading opens on Friday, the 14th.</li>
</ul>


UnitedHealth Group Inc.'s first-quarter earnings report might settle lower than anticipated as prices on long-term solutions have softened.
The company has a rich history of beating earnings estimates, and its cash-based earnings exceeded its accrual-based income in 2022.
UnitedHealth Group Incorporated (NYSE:UNH) is set to release its first-quarter earnings results before trading opens on Friday, the 14th.


UnitedHealth's Q1 Earnings: Don't Get Too Excited

<ul>
<li>UnitedHealth Group's recent drawdown presents a lucrative investment opportunity to value-seeking investors.</li>
<li>The stock's year-to-date slump is likely due to the financial markets' recent risk-on appetite and the anticipation that insurance premiums could suffer from softer pricing in 2023.</li>
<li>Despite a recent financial market recovery and a comprehensive <a href="https://www.smartkarma.com/search?q=UNH/earnings" target="_blank" rel="noopener">earnings beat</a>, UnitedHealth Group Incorporated's (<span class="ticker-hover-wrapper">NYSE:<a href="https://seekingalpha.com/symbol/UNH" target="_blank" rel="noopener">UNH</a></span>) stock finds itself lingering among the year-to-date losers.</li>
</ul>


UnitedHealth Group's recent drawdown presents a lucrative investment opportunity to value-seeking investors.
The stock's year-to-date slump is likely due to the financial markets' recent risk-on appetite and the anticipation that insurance premiums could suffer from softer pricing in 2023.
Despite a recent financial market recovery and a comprehensive earnings beat, UnitedHealth Group Incorporated's (NYSE:UNH) stock finds itself lingering among the year-to-date losers.


UnitedHealth: Take Advantage Of Its Stock's Recent Drawdown

High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

<ul>
<li>The Ukraine/Russia war has been the significant geopolitical event this year that has dominated market headlines with the different twists and turns of sanctions, threats, and political press conferences that have led to market moving changes and positioning in certain sectors and their related stocks.</li>
<li>There is now emerging evidence that the market has digested the “war premium” for many of these post-invasion moves and many areas are now breaking down in the face of concerns over macro GDP growth.</li>
<li>One of the more significant areas impacted by the invasion of Ukraine was the agricultural sector.</li>
</ul>


The Ukraine/Russia war has been the significant geopolitical event this year that has dominated market headlines with the different twists and turns of sanctions, threats, and political press conferences that have led to market moving changes and positioning in certain sectors and their related stocks.
There is now emerging evidence that the market has digested the “war premium” for many of these post-invasion moves and many areas are now breaking down in the face of concerns over macro GDP growth.
One of the more significant areas impacted by the invasion of Ukraine was the agricultural sector.


United States

UnitedHealth Group Incorporated owns and manages organized health systems. The Company provides employers products and resources to plan and administer employee benefit programs. UnitedHealth serves customers worldwide.

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UnitedHealth Group (UNH UN)

Value Investing Substack Portfolio Review | Annual Letter 2023

Around this time last year , I did a portfolio performance review based on all the stocks I had written about in 2022. This article is a repeat of...

Value Investing

UnitedHealth Q2 Earnings Preview: Volatility En Route

UnitedHealth Group Incorporated is set to release its second-quarter results on Friday, the 14th. However, its Q2 report is tough to call, we warn...

Pearl Gray Equity and Research

UnitedHealth's Q1 Earnings: Don't Get Too Excited

UnitedHealth Group Inc.'s first-quarter earnings report might settle lower than anticipated as prices on long-term solutions have softened.

Pearl Gray Equity and Research

UnitedHealth: Take Advantage Of Its Stock's Recent Drawdown

The stock's year-to-date slump is likely due to the financial markets' recent risk-on appetite and the anticipation that insurance premiums could...

Pearl Gray Equity and Research

Weekly Stock Bullfinder - Week of 6/27

The Ukraine/Russia war has been the significant geopolitical event this year that has dominated market headlines with the different twists and...

Weekly Stock Bull Finder

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52-week Range

Market Cap (USDm)

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