Elevance (ELV) is mentioned as a less efficient competitor in the Medicaid space, currently not operating profitably in that segment and pulling out of certain areas.
Source Post
Here's What I'm Doing With MOH and CNC Stock...
Aug 3, 2026
The creator discusses Molina (MOH) and Centene (CNC), two health insurance companies with significant Medicaid exposure. He highlights his past bullish stance on both, noting he bought Centene at $26 and Molina under $130, and both have since appreciated significantly. The video delves into the recent earnings reports, the dynamics of the Medicaid program, and the potential future risk-reward for these stocks.
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UNH is mentioned as a larger, less diversified player in the Medicaid space compared to Molina and Centene, implying it is less efficient in that segment.
Centene was previously considered cheap when trading at $26 a share about a year ago, which turned out to be near the stock's bottom, and the creator had previously posted a video specifically on the stock.
Molina, a near Medicaid pure play, presented a great buying opportunity under $130 a share after a sell-off, and the creator made a significant bet on it at that price.
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