Tag Archives: (CI)

Healthcare’s Falling Knife

While driving back from my nephew’s soccer game last weekend, I needed to pick up a prescription at my local pharmacy. The line was moving at glacial speed, so I struck up a conversation with the woman in front of me, who mentioned she worked as a nurse at a UnitedHealth-affiliated clinic. “Our patients are […]

Your All-Weather Healthcare Fortress

I’ve stared down bears in Yellowstone, MiGs over Moscow, and market crashes that would make your financial advisor need therapy. But nothing gets my pulse racing like finding a massively mispriced asset hiding in plain sight. Ladies and gentlemen, I give you Cigna (CI) – the financial equivalent of discovering an abandoned Ferrari with the […]