So, everyone’s running around chasing artificial intelligence, right? Fine. But you know what’s actually interesting? The fact that health insurance companies are suddenly…cheap. I mean, really? It’s like everyone forgot people still get sick. It’s infuriatingly predictable. Every other sector is getting hyped up, and these guys, providing a necessary service, are down? It’s a whole thing.
UnitedHealth Group, a behemoth, down 53%? Oscar Health, some techy upstart, over 60%? It’s just…unseemly. Like, they’re punishing these companies for the fact that healthcare costs exist. As if they invented rising premiums. I’ve been investing for thirty years, and I swear, the market’s gotten dumber. They’re all chasing the shiny object, and ignoring the fundamentals. It’s a disaster waiting to happen.
Look, I’m not saying it’s simple. There’s been a whole mess of trouble. Cybersecurity incidents, allegations of…exaggerated claims? Honestly, who even reads these reports? And an antitrust lawsuit? It’s like they’re trying to find new ways to make things difficult. But the underlying business? People need insurance. It’s not going anywhere. And that, my friends, is an opportunity. A very, very frustrating opportunity, because everyone else is being irrational, but an opportunity nonetheless.
This Oscar Health Thing… Honestly.
Oscar Health. They’re trying to disrupt the health insurance market. Disrupt! As if health insurance needs disrupting. It needs to be…reliable. And affordable. But they’re using technology, which apparently makes everything better now. They’ve got 3.4 million members, which, okay, that’s a lot of people. But they were at 400,000 in 2020. So they’ve grown. Fine. But now these subsidies are expiring? And they’re worried about losing customers? It’s like they didn’t see that coming. It’s basic business! And their healthcare costs went up? Shocking. Absolutely shocking. It’s like they expected healthcare costs to decrease.
So the stock is down. Of course it is. But they’re guiding revenue to $19 billion in 2026, with potential earnings of up to $450 million. And the market cap is only $3.6 billion? Seriously? It’s practically free money. It’s like they’re giving it away. And everyone’s too busy chasing the next meme stock to notice. It’s infuriating. I swear, the level of financial literacy in this country is…distressing.
UnitedHealth: The Big, Clumsy Giant
UnitedHealth. They’re a mess. Cybersecurity, allegations, lawsuits…it’s a whole parade of problems. It’s like they’re actively trying to attract negative attention. But here’s the thing: they’re still going to make money. People still get sick. Hospitals still need paying. It’s a fundamental truth. They’re expecting $439 billion in revenue and $24 billion in earnings in 2026. And the stock trades at a market cap of $260 billion? That’s barely 10 times earnings! Ten times! It’s practically a gift.
Rising healthcare inflation, an aging population… these are not exactly surprises. Even a legacy insurer like UnitedHealth is going to benefit. It’s not rocket science. Paying 10 times earnings for a company like that today? It’s going to look like a steal in a few years. I’m telling you. It’s just… frustrating that everyone else doesn’t see it. And frankly, it’s a little insulting. Like, are people even trying to think critically anymore?
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2026-02-17 04:52