I usually ignored all the new initiatives by NH but this is going to big one. It can make and or break the company. They can easily scale health insurance revenue but will it be profitable over the long term? I have been researching United Health in US. This is what i had in mind when i invested in 2017. United Health is 500B company and they are integrated healthcare companies – Hospitals, Insurance, and Health Tech and have a very big moat.
If they go on this path and are successful, NH can be 100 B
Apollo is also going on same path. Apollo 30 year returns 400 X thread here
Let’s do a deep dive analysis and not get into what will stock do. Views welcome from scuttlebutt etc
I am heavily biased as a long-term holder it is already 5X.
Disc: Holding since 2017 15% of my India portfolio you can find here
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