Molina Healthcare Positioned for Long-Term Upside

21 days ago

Michael Bur

"Molina is looking to make money in Medicaid in 2026 while most of its competition loses money and it seems best positioned to emerge stronger as the cycle turns. Uh also he said that Molina could become a target of uh an acquisition if it remains as cheap as it is right now."

Michael Bur highlights Molina Healthcare's strong expense ratios and underwriting results, noting its ability to profit from Medicaid in 2026 relative to its competitors. He also mentions acquisition potential if the stock remains attractively priced, drawing an analogy to Buffett's GEICO purchase, which signals a bullish outlook.

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