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![Next100Baggers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1760732748925263872.png) Next XXX Baggers [@Next100Baggers](/creator/twitter/Next100Baggers) on x 5738 followers
Created: 2025-07-21 07:50:18 UTC

Healthcare at 16X forward P/E vs 22X S&P median, a XX pp discount vs history. Bottom‐decile sector valuations have delivered X pp excess returns over X yrs.

Playbook
$UNH: EV/EBITDA 8.4X, FCF yield XX%
$OSCR: EV/Sales 0.2X, XX %+ revenue CAGR 24–27
$CI: FCF yield 11%, dividend X%
$ELV: P/E 11.8X, 

Execution:  allocate XX % large caps / XX % high beta names; rebalance quarterly; monitor policy & pipeline catalysts. 

Discipline > bravado.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947202460864709111/c:line.svg)

**Related Topics**
[oscr](/topic/oscr)
[beta](/topic/beta)
[caps](/topic/caps)
[discount](/topic/discount)
[rating agency](/topic/rating-agency)
[coins healthcare](/topic/coins-healthcare)
[$unh](/topic/$unh)
[stocks healthcare](/topic/stocks-healthcare)

[Post Link](https://x.com/Next100Baggers/status/1947202460864709111)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

Next100Baggers Avatar Next XXX Baggers @Next100Baggers on x 5738 followers Created: 2025-07-21 07:50:18 UTC

Healthcare at 16X forward P/E vs 22X S&P median, a XX pp discount vs history. Bottom‐decile sector valuations have delivered X pp excess returns over X yrs.

Playbook $UNH: EV/EBITDA 8.4X, FCF yield XX% $OSCR: EV/Sales 0.2X, XX %+ revenue CAGR 24–27 $CI: FCF yield 11%, dividend X% $ELV: P/E 11.8X,

Execution: allocate XX % large caps / XX % high beta names; rebalance quarterly; monitor policy & pipeline catalysts.

Discipline > bravado.

XXXXX engagements

Engagements Line Chart

Related Topics oscr beta caps discount rating agency coins healthcare $unh stocks healthcare

Post Link

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