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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (78588)11/21/2025 12:03:42 PM
From: benbuffett1 Recommendation

Recommended By
E_K_S

   of 78763
 
I have owned ELV since 2012 and CVS since 2016. I also own OSCAR HEALTH OSCR which a fast growing tech driven smaller player. CEO of OSCR Mark Bertolini ran Aetna from 2010-2018 and helped in orchestrating its sale to CVS Health. He is known for his scaling and building of companies. I did take small position in MOH and might add to ELV.

I bought UNH last summer in the $234-$285 range but sold out at $350 after the Buffett spike ??.

Basket ELV CVS MOH and OSCR. Might add UNH back, but interested in buying more MOH.
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