[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.]  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% $ELV: P/E 11.8X, Execution: allocate XX % large caps / XX % high beta names; rebalance quarterly; monitor policy & pipeline catalysts. Discipline > bravado. XXXXX engagements  **Related Topics** [oscr](/topic/oscr) [beta](/topic/beta) [caps](/topic/caps) [discount](/topic/discount) [rating agency](/topic/rating-agency) [coins healthcare](/topic/coins-healthcare) [$unh](/topic/$unh) [stocks healthcare](/topic/stocks-healthcare) [Post Link](https://x.com/Next100Baggers/status/1947202460864709111)
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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
Related Topics oscr beta caps discount rating agency coins healthcare $unh stocks healthcare
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