- UnitedHealth Group rallied 6.4% Friday and points up another several percent this morning. It’s down 42% year to date. United is the 3rd largest US company by revenues.
- The 5 largest US companies by revenues are Walmart, Amazon, UnitedHealth, Apple and CVS.
- Walmart is up nearly 9% YTD. Amazing strength in this company over a very long time period. The company is largely located in red states and is having a small tiff with President Trump as it tries to discuss the impact of tariffs to its stockholders. As firms navigate the President, they are often between a rock and a hard place.
- Doximity dropped 10% Friday despite outstanding results. This was due to Doximity projecting slower growth going forward. The stock is essentially flat YTD. It reported a great year in revenues and profits.
The Myth of the SoloPreneuer
The solopreneur vs building teams. At some point in this book we will talk deeply