The video analyzes UNH, stating its current price at $271.49 but calculating its intrinsic value at $430, implying it is undervalued. It mentions Warren Buffet's Berkshire Hathaway taking a stake, increasing shares by 10%. The presenter considers a higher than average risk with UnitedHealth group estimating a cost of 6.5 billion dollars in 2025 and adjusting the risk measure for the company's shares and the weighted average cost of capital is 10.4%. Free cash flow is expected at $375 billion.The analysis also estimates Novo Nordisk's intrinsic value per share at $127, while its current market price is $51.