In the most recent quarter, a diverse group of renowned institutional investors either increased or initiated positions in UnitedHealth Group (UNH), signaling growing conviction in the healthcare giant’s long-term prospects. As the largest U.S. health insurer, UnitedHealth continues to combine its core insurance operations with the rapidly expanding Optum health ... Read More| The Acquirer's Multiple®
In the most recently reported quarter, several renowned institutional investors made notable increases to their Danaher (DHR) holdings, reflecting growing confidence in the life sciences and diagnostics conglomerate. As the company continues to evolve its portfolio through innovation and strategic divestitures, Danaher is attracting fresh institutional capital as a long-term compounder in the healthcare sector.| The Acquirer's Multiple®
Taiwan Semiconductor (TSM) remains a critical player in the global semiconductor industry, serving as the backbone for tech giants with its advanced chip manufacturing capabilities. The company’s strategic importance, coupled with its technological leadership, attracts a wide range of investors, from value-oriented funds to growth-focused managers. This analysis examines recent portfolio adjustments by prominent investors.| The Acquirer's Multiple®