UnitedHealth Group: Berkshire Position Marks A Salad Oil Moment

UnitedHealth Group: Berkshire Position Marks A Salad Oil Moment

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Summary

Recently, several high-profile institutional investors, including Berkshire Hathaway, disclosed new stakes in UnitedHeal...

Recently, several high-profile institutional investors, including Berkshire Hathaway, disclosed new stakes in UnitedHealth Group Incorporated shares. This reminds me of America Express during the salad oil scandal in early 1960s, which was a definitive episode for the path of Warren Buffett and Berkshire Hathaway. I see fundamental similarities here with both company facing large uncertainties and large price/valuation compression, while the outcomes of their legal issues are still unfolding.