Google is a leading tech company with a strong presence in search, high margin YouTube advertising, a growing cloud business, and exposure to artificial intelligence and autonomous driving through Waymo. With a solid balance sheet and consistent buybacks, it is diversifying its revenue and remains attractively valued despite near term capital spending and overstated AI search concerns. Click the panel for more info

Click the panel for more info

The nation’s largest private healthcare platform, spanning insurance, health services, and data analytics, has seen $32 million in insider buying as a DOJ probe likely concludes with a modest fine. With Medicare margin pressure behind and pricing adjustments ahead, normalized earnings and multiple expansion point to a conservative 17.7% growth rate and meaningful upside from its low valuation. Click the panel for more info