Opinion: Insurance companies decide whether we live or die
Every year when my health insurance policy renews, I worry whether my private insurer will deny the treatments I need to live ...
Does Elevance Health (ELV) Have a Promising Long-Term Outlook?
Investment management company Vulcan Value Partners recently released its fourth-quarter 2024 investor letter. A copy of the ...
Benefits Pro4d
UnitedHealth's PBM will pass 100% of rebates on to clients: Will more big PBMs follow?
Andrew Witty, UnitedHealth CEO, said the move will remove an excuse other players use to blame Optum Rx for high drug costs.
UnitedHealth's Diversified Business Model Should Help It Withstand Regulatory Risks
Our narrow economic moat rating for UnitedHealth Group reflects our generally narrow-moat view of the US health insurance and PBM industries that includes an unclear outlook for economic profitability ...
Bargain hunting? This value manager has scooped up Airbnb, an AI-healthcare play and a GE spinoff
The last two years have seen investors put faith in tech and largely get rewarded. That's as value stocks have lagged behind. Vanguard's S&P 500 large-cap value ETF VOOV returned 9.8% last year and 19 ...
Oakmark Equity And Income Fund Q4 2024 Commentary
The Fund returned -0.20% versus -1.24% for the Lipper Balanced Fund Index for the quarter, and 9.56% since inception versus 6 ...
GreensKeeper Value Fund Q4 2024 Letter
The GreensKeeper Value Fund finished the year 2024 +23.6% net of fees and expenses. Click here to read the full fund letter.