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What Does Burry See in MOH?

EPISODE · Dec 30, 2025 · 13 MIN

What Does Burry See in MOH?

from New Horizons Investment · host Odd Bird

This 13 minute episodes add to previous podcast on MOH which provides a comprehensive financial analysis of Molina Healthcare, Inc., primarily focusing on its performance for the quarter ending September 30, 2025. The podcast include an official SEC Form 10-Q report, which details the company's Medicaid, Medicare, and Marketplace segments, as well as its recent acquisition of ConnectiCare. Financial statements within the report highlight a decline in net income and an increased medical care ratio, reflecting a difficult environment for healthcare costs. The episode deep dives Burry's MOH Substack analysis by an investor examining the company’s valuation metrics, such as its price-to-earnings and enterprise value. The collection concludes with a legal disclaimer clarifying that the associated podcast content is for informational purposes only and not professional financial advice.

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What Does Burry See in MOH?

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