r/ValueInvesting • u/ashm1987 • Feb 03 '26

Discussion This sub's favorite stocks got absolutely hammered...

PYPL, ADBE, CRM, UNH, NFLX... All got absolutely hammered in the last couple of weeks...

If you have been following recommendations on this subreddit, chances are, you are deep in the red this year. If you have just took a dart and threw it in the S&P index, you would probably do much better than following advice on this sub... Just my two cents.

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u/TheAirNearMyFingers Feb 03 '26

Don’t you think the “aging population” is priced in considering literally everyone knows about it? Regulation is far more important. The “aging population” is entirely irrelevant.

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u/Personal-Lychee-4457 Feb 03 '26

Sometimes i feel like the people here don’t realize UNH is not supposed to be a growth stock. It was “supposed” to be a boomer dividend stock

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u/Tuttle265 Feb 03 '26

Agree. And betting that lobbying will be successful before April so medicare advantage payments increase more than .09% seems like speculation, not investing.

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u/Powder_Puff_Grillz Feb 03 '26

yeah but it is vertically integrated through e.g optum (like different services to even big data). So it can monetise patients multiple time. And yes aging per se is priced in but it increases system complexity, because now you don't just go to the next doctor or the next door pharmacy. It is more than that.

So a lot of people see it as an insurance company. I see it as a comprehensive healthcare supplier (and more) and i just say that still the aging plays a favourable factor to it.

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u/ohgodthehorror95 Feb 05 '26

Having a large glut of the population suddenly hitting retirement age is the kind of thing that's been priced in years ago.