No. of Recommendations: 6
Not sure why any of them would have received confidential treatment but the most interesting purchase is the $5 billion of UNH. I don't think that WEB, who hopefully is still actively discussing companies with Greg, T & T, is buying anything. Think he is following the same blueprint used when Lou Simpson retired which was to liquidate his portfolio. Lou's portfolio was much smaller so could be done all at once. My guess is that the UNH buy is either a combination of T&T or it is the first capital allocation decision to stocks made by.....Greg.
