Narrow-moat Humana HUM turned in strong third-quarter results and maintained its near- and intermediate-term outlook, despite growing challenges such as increasing medical utilization in its core ...
We are keeping our $473 fair value estimate intact after narrow-moat Humana delivered a strong quarter. However, with robust medical utilization trends, management did not alter its 2024 guidance and ...
Diamond Hill Capital, an investment management company, released its “Select Strategy” fourth-quarter 2023 investor letter. A copy of the same can be downloaded here. In Q4, the portfolio rose ...