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![CaltropiaRes Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1361847673293332480.png) Caltropia Research [@CaltropiaRes](/creator/twitter/CaltropiaRes) on x XXX followers
Created: 2025-07-21 16:34:24 UTC

Seeing a lot of ppl and charts say healthcare against spy valuation wise is really low. This is coming from someone who has a high healthcare allocation so I'm not against it.

Solely also talking about my own stuff. I don't care about P/E, never have never will. I'd rather make money. 

Take out $UNH, and other Insurers like $HUM, and $CIG and sure on mean reversion on some time frames like shorter term yea it's a bit bombed out. But on longer mean reversion time frames like intermediate or even longer than that, absolutely not interested at all.  Another 10%+ of underperformance and then I'll be interested. Then you should be too. Here though, you'll get some good days of outperformance sure, but I'd rather wait for a really good pitch. 

Other than that it's not even close to as bad as people make it out to be. 

Also too, you need some catalyst, mean reversion of XX% further isn't that either, except for a quick buck. You need Trump tariffs out of the way, LLY to actually start delivering on earnings, which they disappoint every quarter, and more. Just wait a bit, it's not as cheap as it looks

$XLV


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947334355824644437/c:line.svg)

**Related Topics**
[hum](/topic/hum)
[$hum](/topic/$hum)
[money](/topic/money)
[spy](/topic/spy)
[coins healthcare](/topic/coins-healthcare)
[$unh](/topic/$unh)
[stocks healthcare](/topic/stocks-healthcare)
[humana inc](/topic/humana-inc)

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