Can Google get the return from the amount of investment into AI that they plan to? How are they making money with so many ai model being developed at lower cost
$UnitedHealth(UNH)$ Available at a Reasonable Price (Margin of Safety) This is where the recent situation with UNH becomes particularly interesting from a Buffett perspective. Depressed Stock Price: The company's stock price had fallen significantly, trading near a decade-low valuation at around 12 times earnings. This drop was a direct result of the aforementioned challenges. Intrinsic Value: Buffett's approach is to buy a great business at a fair price. He often "pounces" when a quality company is temporarily out of favor. The drop in UNH's stock price, while its underlying fundamentals (like revenue and cash flow) remained strong, created a potential "margin of safety." Strong Financials: Despite the challenges, UNH has continued to