Warren Buffett just made the boldest bet of his career.
He dumped his Apple shares...
Then bet $1.6 BILLION on a company under federal investigation.
The stock has crashed 50% this year alone.
But here's the brilliant reason Buffett's buying while everyone panics:
Everyone knows Buffett's a genius.
His Bank of America bet during 2008?
5x return in 5 years.
Goldman Sachs delivered similar multiples.
Now he's targeting a company under federal investigation:
You're looking at America's largest health insurer.
UnitedHealth Group.
They process healthcare for 150 million Americans, and generate $400 BILLION yearly.
But 2025 brought disaster after disaster:
First, the DOJ launched criminal probes.
Then the FBI started interviewing employees about $8.7 billion in disputed Medicare payments.
The CEO got replaced. Two straight earnings misses.
It got worse:
Hackers breached their systems.
192 million Americans exposed (the largest healthcare data breach in U.S. history).
The stock crashed from $540 to $271...
And Wall Street fled:
That's when Buffett made his move.
Quietly. Methodically.
Over 3 months, he accumulated 5 million shares worth $1.6 billion.
When news broke, the stock jumped 13% instantly:
Why would the world's most careful investor touch this toxic stock?
Because panicked sellers missed the bigger picture.
UnitedHealth owns 45% of Medicare Advantage.
The fastest-growing healthcare segment in America:
Medicare Advantage is expanding 10% annually.
73 million Americans turn 65 by 2030.
This demographic tsunami guarantees decades of growth.
Plus, it's more profitable than traditional Medicare:
But here's what nobody's discussing.
UnitedHealth has a weapon competitors can't match.
OptumIQ. Their AI platform.
It's creating an unbreakable moat:
OptumIQ reduces hospital readmissions by 20%.
Cuts billing errors by 15%.
Once hospitals integrate it, they're locked in - switching becomes impossible.
The numbers told Buffett everything:
UnitedHealth trades at 16.5x earnings.
Anthem? 20x.
S&P 500? 23x.
A quality giant at discount prices.
And Buffett wasn't the only one who noticed:
Michael Burry increased his position.
So did David Tepper.
CEO Stephen Hemsley returned and immediately bought $25 million in stock.
History suggests what happens next:
DOJ settlements typically resolve in 12-18 months.
Best case? $1-2 billion fine.
No business disruption.
Analysts project 24% upside once cleared.
All the best entrepreneurs follow this playbook:
Make bold moves.
Showcase your unique, risky bets that command authority.
When Buffett makes a move, everyone pays attention.
Because of one thing:
His perception. His legacy.
He's showcased his expertise over the years and built a cult-like audience in the process.
Now investors, customers, and talent seek him out on autopilot.
The best bit?
Anyone can leverage this. Because when you invest in your personal brand:
• Investors see your individual value
• Customers are pre-sold on trust
• Top talent seeks you out
In the digital age, your personal brand unlocks unlimited opportunities.
Ready to build it?
Founders — We’ll build your personal/company brand on 𝕏 (and beyond) without you lifting a finger.
To date, we've already helped 140+ founders get 3+ Billion combined views.
Interested in how we can do this for you? Book your free discovery call here: thoughtleadr.typeform.com/to/mv1dalwz?ut…
Thanks for reading! A bit about me:
In 2023, I was a banker in London when I found the opportunity of the decade: Personal Branding.
So, I dropped everything to build @ThoughtleadrX — a premium media agency designed to build personal and company brands.
Follow me for more content like this!
Image Credits:
By Aaron Friedman - flickr.com/photos/9887729…, CC BY 2.0, commons.wikimedia.org/w/index.php?cu…
Video Credits:
wsj.com/video/warren-b…
youtube.com/watch?v=-qFWAB…
facebook.com/reel/140400270…
youtube.com/watch?v=BTTWJt…
youtube.com/watch?v=lEInX4…
instagram.com/reel/DKMyQDgtJ…
youtube.com/watch?v=T8hOJU…
youtube.com/watch?v=DI8NbV…
Share this Scrolly Tale with your friends.
A Scrolly Tale is a new way to read Twitter threads with a more visually immersive experience.
Discover more beautiful Scrolly Tales like this.