The creator bought Molina in the fourth quarter of last year and made a significant bet on it in February, planning to update viewers on the risk-reward of Medicaid insurance companies after their recent price rebound.
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Is this the CHEAPEST STOCK in the Market??
Jul 30, 2026
The creator discusses Charter Communications (CHTR) following its Q2 earnings, addressing comments and clarifying valuation methodologies, particularly regarding enterprise value. Despite acknowledging the stock's deep value and potential risks associated with its high debt, the creator emphasizes that the video is not a recommendation to buy and shares their personal investment approach and position sizing for Charter.
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The creator has held Centene for about a year, previously identifying it as a deep value stock when they initially bought it, and plans to provide an update on Medicaid insurance companies.
The creator finds Comcast to be an attractive and cheap stock at current prices, suggesting a potential spin-off could unlock value.
The creator discusses Charter (CHTR) as a deep value opportunity, sharing their personal investment and position sizing strategy, while noting it's not a direct recommendation.
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