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Firebird Management's Steve Gorelik's Molina Healthcare Bull Thesis $MOH
Sep 29, 2025
The creator and guest Steve Gorick discuss Molina Healthcare (MOH), a company with a history of compounding growth that has recently seen its stock price cut in half. They explore whether the company can return to its previous growth trajectory despite potential headwinds in the Medicaid space, regulatory issues, and tax concerns. The discussion highlights the company's current attractive valuation at around 10x earnings.
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