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redacre.com
Joined September 2011
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What do Warren Buffet's most famous trade, Capitol One Fina cual $COF and Hyatt hotels $H have in common?
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$UNH confirmed in their ASM remarks that Q2 call would provide revised 2025 guidance and outlook for 2026. We called this timing on 5/22. (See redacre.com/insights/2205251…) There's one more key date coming up next week. Get Ahead of the Curve.

UnitedHealth's Penalty Box Plotline — Here's How The Movie Ends

UnitredHealth (NYSE:UNH) is following hte Penalty Box Profit Plotline to a Tee. This plotline has played out many times in history as seen with AXP, COF, H, and many other stocks. Reinstatement of

redacre.com
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Lots of negative media articles + rumors as well as real business concerns about higher than expected Medicare utilization.
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These 2 headlines are the clearingevents for taking $UNH out of the penalty box. Full article: redacre.com/insights/2205251…

UnitedHealth's Penalty Box Plotline — Here's How The Movie Ends

UnitredHealth (NYSE:UNH) is following hte Penalty Box Profit Plotline to a Tee. This plotline has played out many times in history as seen with AXP, COF, H, and many other stocks. Reinstatement of

redacre.com
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Quick primer on all 9 Situational plotlines: profitplotlines.com/9plotlin…

The 9 Profit Plotlines: Predict Mass Investor Buying and Selling Weeks in Advance

A Situational Analysis Primer for Active investors

profitplotlines.com
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If the reason behind the selloff resolves favorably, the penalty ends. Investors buy the stock again, raising the price. The negative development can be company, industry, our country specific.. or it can be global. Same plotline applies.
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The penalty box is just getting started at $UNH Earnings miss + guidance revision -28% Ceo "steps down" guidance pulled -18% DOJ probe rumors -16%
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2020, Hyatt hotels $H ( and all travel stocks) enter the Penalty Box due to covid lockdowns. Recovery starts just *before* vaccine phase 3 results are announced.
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Months later Cornwall Capital buys $40 Leaps whole stock is stuck at $30. CFO stepping down signals the end of the Penalty period
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2002, capital one financial $COF sells off fro. $60 to $30 in 2 days when insider selling before regulatory concerns become apparent.
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By most accounts Buffet saw what everyone else missed. But it's the Penalty Box plotline
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Warren Buffett buys in the early part of 1964. In July, the courts cap liability at $60m and creditors quickly agree. That's when the stock begins recovery. (Penalty ends)
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November 1963. American Express $AXP subsidiary caught up I the Salad Oil Scandal. The stock got cut in half due to fears over size of liability
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Stocks of any size sell off and enter the Penalty Box when negative developments temporarily increase uncertainty.
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UnitedHealth $UNH is in the Penalty Box.. one of 9 situational market patterns (Profit Plotlines) that repeat against nd again. Recognize the plotline and you can trade like you've seen the movie before... Let's walk through it.
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They all followed the same plotline. And it's playing out again right now.
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Some thoughts on $UNH from a situational perspective... redacre.com/insights/2205251…

UnitedHealth's Penalty Box Plotline — Here's How The Movie Ends

UnitredHealth (NYSE:UNH) is following hte Penalty Box Profit Plotline to a Tee. This plotline has played out many times in history as seen with AXP, COF, H, and many other stocks. Reinstatement of

redacre.com
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Biotech/HC New or revisited 52-Week Highs: $ABC $ALKS $AMPH $AXSM $CAH $CTIC $LQDA $GBT $IMGN $ISRG $ITCI $LLY $MCK $MDXG $MSA $PDCO $VCEL
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Biotech/HC New or revisited 52-Week Lows: $BSTG $ENTA $HLTH $KPTI $NSTG $OMED $PETS $STXS $TRUP
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