2023年7月28日

。尽管专家Daniel Loeb(交易,投资组合),第三点的领袖,和大卫·罗尔夫(交易,投资组合),基伍花布饮的伙伴,有不同的投资策略,他们仍然有几个控股共同之处。事件驱动,以价值为导向的选股方法,勒布的总部位于纽约的公司表现不佳的公司采取激进的立场而闻名的催化剂,将有助于解开对股东价值。相比之下,罗尔夫的圣路易斯公司方法潜在的投资与企业所有者的心态,努力创造显著的长期财富通过分析少数被低估的公司,主导产品或服务,一致的收入,收入和股息增长,利润丰厚,拥有强大的管理团队。根据GuruFocus的聚合的组合,一个溢价功能基于13 f文件,两位大师都有职位给你联合健康集团更多的投资者应该意识到13 f文件不给一个完整的图片公司持有的报告只包括其在美国股市和美国存托凭证,但他们仍然可以提供有价值的信息。此外,报告只反映交易和持有的用于组合申请日期,这可能是也可能不是由报告公司今天甚至当这篇文章发表。联合健康集团截至3月31日的三个月期间,勒布遏制他的投资联合健康集团(中、金融)50%,虽然罗尔夫刺激了他持有24.09%。他们有一个结合股票投资组合重量8.62%的股票。明尼托卡的一家公司,它提供了卫生保健计划和服务,有4764.6亿美元的市值;股价周二约512.40美元,市盈率为22.90,市净率高达5.45,股价与销售额之比达到1.40。 UnitedHealth Group's GF Value Line. GuruFocus.com At 95 out of 100, the GF Score indicates the company has high outperformance potential. While it received high ratings for profitability , growth and financial strength , the value and momentum ranks are more moderate. UnitedHealth's GF Score GuruFocus.com The company also has a predictability rank of five out of five stars. According to GuruFocus research, companies with this rank return an average of 12.10% annually over a 10-year period. GuruFocus estimates Loeb has gained 21.07% on the investment, which he has had since the fourth quarter of 2020. Rolfe has yielded a 16.96% return since establishing the position in the third quarter of 2021. Alphabet Loeb entered a 4.75 million-share stake in Alphabet ( GOOGL , Financial ) during the quarter, while Rolfe boosted his position by 11.89% to 355,124 Class A shares. Together, they have a combined equity portfolio weight of 14.31% in the stock. The communications services company headquartered in Mountain View, California, which owns the Google search engine, YouTube and a number of other businesses, has a market cap of $1.56 trillion; its Class A shares were trading around $122.39 on Tuesday with a price-earnings ratio of 27.26, a price-book ratio of 5.97 and a price-sales ratio of 5.57. According to the GF Value Line , the stock is modestly undervalued currently. Alphabet's GF Value Line GuruFocus.com The GF Score of 100 implies the company has high outperformance potential on the back of solid ratings for financial strength , profitability , growth , value and momentum . Alphabet's GF Score GuruFocus.com Alphabet also has a 4.5-star predictability rank. GuruFocus data shows companies with this rank return, on average, 10.60% annually. GuruFocus says Loeb has gained an estimated 23.10% on the investment so far, while Rolfe has seen a return of approximately 88.38% on his long-held position. Microsoft Loeb trimmed his Microsoft stake by 11.02% during the quarter, while Rolfe shaved off 11.21%. The gurus have a combined equity portfolio weight of 10.75% in the stock. The Redmond, Washington-based software company, which is known for its Windows operating system and Office suite of products, has a $2.61 trillion market cap; its shares traded around $350.98 on Tuesday with a price-earnings ratio of 38.03, a price-book ratio of 13.41 and a price-sales ratio of 12.62. Based on the GF Value Line , the stock appears to be fairly valued currently. Microsoft's GF Value Line GuruFocus.com The GF Score of 95 means the company has high outperformance potential, driven by strong ratings for three of the criteria as well as more moderate momentum and value ranks. Microsoft's GF Score GuruFocus.com Microsoft also has a 3.5-star predictability rank. GuruFocus found companies with this rank return an average of 9.3% annually. Over its lifetime, GuruFocus data shows Rolfe has gained around 62.31% on his investment, while Loeb has recorded a return of 25.70%.