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Nadia Brooks

Healthcare compounders

Nadia Brooks

Healthcare quality, med-tech moats, and long-run compounding opportunities.

@nadiabrooks1,988 subscribersSince Jul 2021

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2 notes UNH focused letter3-12 months average holdWatchlist driven
FreeResearch memoUNHApr 22

UNH Watch: Healthcare Setup I Am Tracking

Nadia Brooks breaks down the current UNH setup, the key level that matters next, and what would make the thesis stronger.

AccumulatingLow convictionLow risk 10 min read
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PaidPremium noteUNHApr 21

Premium: UNH Risk Map and Subscriber Notes

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BearishMedium convictionMedium risk 13 min read
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