
"Battering insurers, including one of my holdings - Molina Healthcare (MOH)."
Hi all. This week, the White House dialed up its rhetoric against the US healthcare system. Openly floating the idea of sending healthcare payments directly to patients. The move would mean bypassing insurers and programs like Medicare and Medicaid altogether. Rendering them rather obsolete. And it would put the entire health insurance industry squarely in government crosshairs. It was quite a brainstorm. Shockwaves And it naturally sent shockwaves through the market. Battering insurers, includi
Healthcare in the crosshairs
Sherwood Investment Letter
November 16, 2025
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