Painful 20% drop for Molina Healthcare (again). My stock buy of the week
about 2 months ago
"Summary Molina Healthcare (MOH) dropped 20% Thursday Disappointing earnings, for sure But the market knew things were grim Defensive value story still intact Just ask Berkshire Read on. UnitedHealth (UNH), Centene (CNC), Elevance (ELV), and Molina. And how Buffett swooped in and snatched UNH after the big sell-off."
Hi all, hope you’re enjoying earnings season. For quarterly reports, I’m of two minds: good that companies offer a quick snapshot of how things are going crazy how much markets can react to this snapshot But when markets act crazy, there’s opportunity. This season is no different. Summary Molina Healthcare (MOH) dropped 20% Thursday Disappointing earnings, for sure But the market knew things were grim Defensive value story still intact Just ask Berkshire Read on. What were you
Sentiment
Bullish
Conviction
Medium
Tier
Trade Call
Related Stocks
Episode Information
Episode:
Painful 20% drop for Molina Healthcare (again). My stock buy of the week
Source:
Sherwood Investment Letter
Published:
October 26, 2025
Idea Type:
idea