Timing the Market with UNH: Waiting for Valuation Imperfections to Clear

25 days ago

Toby Lowe

"UNH was in free fall until I announced that Buffett had taken a big position, in which case it bounced. The only impediment was the valuation, and when that was removed, he made his move."

The commentary on UnitedHealth Group (UNH) underscores Buffett7s disciplined approach to timing the market. By waiting for valuation imperfections to be corrected before investing, the strategy highlights patience and the importance of a via negativa approach in capital allocation.

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