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One of the companies mentioned in the letter is UnitedHealth Group Inc. (NYSE:UNH). UnitedHealth Group Inc. (NYSE:UNH) ...
Q2 2025 Earnings Call Transcript July 29, 2025 American Tower Corporation misses on earnings expectations. Reported EPS is $0 ...
In another article, we covered Global Payments Inc. (NYSE:GPN) and shared Truist Securities analyst Matthew Coad’s views on the company. In addition, please check out our hedge fund investor letters ...
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