Core Insights - Michael Burry has shared his stock picks after closing his hedge fund to outside cash, expressing a desire to communicate freely without regulatory constraints [1] - Burry's selected stocks include Lululemon Athletica, Molina Healthcare, Shift4 Payments, and Fannie Mae, which he views as long-term holds [2][3] - The current market conditions are seen as favorable for finding undervalued companies due to seasonal selling pressures [1][4] Company Summaries - **Lululemon Athletica**: An athletic-apparel retailer known for premium yoga pants, has seen its shares decline by 52% year-to-date, trading at under 15 times projected earnings [4][5] - **Molina Healthcare**: Provides affordable health insurance and healthcare services, primarily to low-income and senior Americans, with shares down 49% this year, also trading at under 15 times projected earnings [4][5] - **Shift4 Payments**: A fintech company offering payment processing and commercial tools, has experienced a 32% drop in share price year-to-date [4] - **Fannie Mae**: A government-sponsored enterprise that guarantees over $4 trillion in mortgages, its shares have tripled this year amid speculation of privatization [3][5] Market Context - The selected stocks are characterized by their market capitalizations under $25 billion, indicating a focus on smaller, beaten-down stocks [4][5] - Burry's investment strategy emphasizes deep-value opportunities, particularly in the current environment where many managers are reluctant to hold losing positions at year-end [1][4]

Core Viewpoint - Molina Healthcare, Inc. is facing a potential class action lawsuit due to allegations of misleading statements regarding its financial health and medical cost trends, with a deadline for investors to seek lead plaintiff status by December 2, 2025 [2][5]. Summary by Sections Legal Action - Faruqi & Faruqi, LLP is investigating claims against Molina Healthcare and encourages affected investors to contact them for legal options [1][2]. - The firm has a history of recovering significant amounts for investors since its establishment in 1995 [4]. Allegations Against Molina - The complaint alleges that Molina and its executives violated federal securities laws by making false or misleading statements and failing to disclose critical information regarding: 1. Medical cost trend assumptions [5]. 2. Dislocation between premium rates and medical costs [5]. 3. Dependency on low utilization of various health services for near-term growth [5]. 4. Likelihood of substantial cuts to financial guidance for fiscal year 2025 [5]. 5. Misleading positive statements about the company's business and prospects [5]. Financial Performance and Stock Impact - On July 7, 2025, Molina announced second-quarter results, revealing adjusted earnings of approximately $5.50 per share, which was below expectations due to medical cost pressures [6][8]. - The company cut its full-year adjusted earnings guidance by 10.2%, from at least $24.50 per share to a range of $21.50 to $22.50 per share [8]. - Following this announcement, Molina's stock price fell by $6.97, or 2.9%, closing at $232.61 per share on July 7, 2025 [8]. - On July 23, 2025, Molina further reduced its full-year earnings guidance, reporting a GAAP net income of $4.75 per diluted share for the second quarter, an 8% decrease year-over-year [9]. - The new guidance indicated a 13.6% cut to earnings per share, with full-year GAAP net income guidance reduced by 27% to $912 million [9]. - This led to a significant stock price drop of $32.03, or 16.84%, closing at $158.22 per share on July 24, 2025 [9].

Core Viewpoint - Rosen Law Firm is encouraging investors of Molina Healthcare, Inc. who incurred losses exceeding $100,000 during the specified class period to seek legal counsel before the December 2, 2025 deadline for a securities class action lawsuit [1][2]. Group 1: Class Action Details - Investors who purchased Molina securities between February 5, 2025, and July 23, 2025, may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties must move the Court to serve as lead plaintiff by December 2, 2025 [3]. - The Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a proven track record in securities class actions [4]. Group 2: Allegations Against Molina Healthcare - The lawsuit alleges that Molina failed to disclose several material adverse facts, including issues related to medical cost trend assumptions and a dislocation between premium rates and medical costs [5]. - It is claimed that Molina's near-term growth relied on a lack of utilization of various health services, which could lead to a significant cut in financial guidance for fiscal year 2025 [5]. - The lawsuit asserts that the positive statements made by Molina regarding its business and operations were materially misleading and lacked a reasonable basis [5].

Core Viewpoint - Class action lawsuits have been filed against several publicly-traded companies, alleging that these companies made materially false and misleading statements regarding their business operations and financial prospects, which have adversely affected shareholders [1]. Company Summaries Molina Healthcare, Inc. (NYSE: MOH) - Class Period: February 5, 2025 – July 23, 2025 - Allegations include failure to disclose adverse facts about medical cost trend assumptions and a dislocation between premium rates and medical costs, leading to a likely cut in financial guidance for fiscal year 2025 [2]. Marex Group plc (NASDAQ: MRX) - Class Period: May 16, 2024 – August 5, 2025 - Allegations include selling over-the-counter financial instruments to itself and inconsistencies in financial statements, making the financial data unreliable [3]. aTyr Pharma Inc. (NASDAQ: ATYR) - Class Period: November 7, 2024 – September 12, 2025 - Allegations include misleading statements regarding the study design for EFZO-FIT and the failure to meet primary endpoints, which misrepresented the company's prospects [4]. WPP plc (NYSE: WPP) - Class Period: February 27, 2025 – July 8, 2025 - Allegations include the media arm's inability to handle macroeconomic challenges and loss of market share, rendering positive statements about the company's operations misleading [6].

Core Viewpoint - Molina Healthcare, Inc. is facing a class action securities lawsuit due to alleged securities fraud that negatively impacted investors between February 5, 2025, and July 23, 2025 [1][2]. Group 1: Allegations and Impact - The lawsuit claims that defendants made false statements and concealed material adverse facts regarding the company's medical cost trend assumptions [2]. - It is alleged that Molina was experiencing a dislocation between premium rates and medical cost trends, which could lead to a significant cut in the company's financial guidance for fiscal year 2025 [2]. - The lawsuit suggests that Molina's near-term growth relied on a lack of utilization of behavioral health, pharmacy, and inpatient and outpatient services, which misled investors about the company's business prospects [2]. Group 2: Legal Process and Participation - Investors who suffered losses during the specified timeframe have until December 2, 2025, to request to be appointed as lead plaintiff in the case [3]. - Class members may be entitled to compensation without any out-of-pocket costs or fees, and participation does not require serving as a lead plaintiff [3]. Group 3: Firm Background - Levi & Korsinsky, LLP has a strong track record in securities litigation, having secured hundreds of millions of dollars for shareholders over the past 20 years [4]. - The firm has been recognized in ISS Securities Class Action Services' Top 50 Report for seven consecutive years as one of the leading securities litigation firms in the United States [4].

Core Viewpoint - Rosen Law Firm is encouraging investors of Molina Healthcare, Inc. to secure legal counsel before the December 2, 2025 deadline for a securities class action lawsuit related to undisclosed adverse facts affecting the company's financial guidance and operations [1][5]. Group 1: Class Action Details - Investors who purchased Molina securities between February 5, 2025, and July 23, 2025, may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and those wishing to serve as lead plaintiff must act by December 2, 2025 [3]. - The lawsuit alleges that Molina failed to disclose critical information regarding its medical cost trend assumptions and the impact on its financial guidance for fiscal year 2025 [5]. Group 2: Legal Representation - Investors are advised to select qualified legal counsel with a proven track record in securities class actions, as many firms may not have the necessary experience or resources [4]. - The Rosen Law Firm has a history of successful settlements, including the largest securities class action settlement against a Chinese company, and has recovered hundreds of millions for investors [4]. Group 3: Case Specifics - The lawsuit claims that Molina's near-term growth was reliant on a lack of utilization of various health services, which was not disclosed to investors [5]. - The misleading positive statements made by Molina regarding its business operations and prospects are central to the claims in the lawsuit [5].

Core Viewpoint - Rosen Law Firm is reminding investors who purchased Molina Healthcare, Inc. securities between February 5, 2025, and July 23, 2025, of the December 2, 2025, deadline to become lead plaintiffs in a class action lawsuit [1]. Group 1: Class Action Details - Investors who purchased Molina securities during the specified Class Period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [1]. - A class action lawsuit has already been filed, and interested parties must move the Court to serve as lead plaintiff by December 2, 2025 [2]. - The lawsuit alleges that Molina failed to disclose several material adverse facts regarding its financial health and operational assumptions, which misled investors [4]. Group 2: Legal Representation - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a proven track record in securities class actions, highlighting its own success in recovering significant amounts for investors [3]. - The firm has been recognized for its leadership in securities class action settlements, achieving notable recoveries, including over $438 million in 2019 alone [3]. Group 3: Case Specifics - The lawsuit claims that Molina's financial guidance for fiscal year 2025 was likely to be cut due to undisclosed adverse facts, which included issues with medical cost trend assumptions and a dislocation between premium rates and medical costs [4]. - The misleading positive statements made by Molina regarding its business operations and prospects are central to the claims made in the lawsuit [4].

Core Viewpoint - Molina Healthcare, Inc. is facing a class action lawsuit due to allegations of false statements and concealment of material facts regarding its financial health and operational assumptions, which led to a significant drop in its stock price [3]. Summary by Sections Class Action Details - The class period for the lawsuit is from February 5, 2025, to July 23, 2025 [3]. - Allegations include misleading statements about the company's medical cost trend assumptions and the dislocation between premium rates and medical costs [3]. Financial Implications - The lawsuit claims that Molina's near-term growth relied on reduced utilization of various health services, which could lead to a substantial cut in financial guidance for fiscal year 2025 [3]. Shareholder Actions - Shareholders are encouraged to register for the class action by December 2, 2025, to potentially become lead plaintiffs and participate in recovery efforts [4]. - Registration provides access to portfolio monitoring software for updates on the case [4]. Law Firm Background - The Gross Law Firm is a nationally recognized class action law firm dedicated to protecting investors' rights against deceit and fraud [5].

Core Insights - President Trump is expected to announce a plan to extend Affordable Care Act (ACA) subsidies, which has led to a surge in shares of major health insurers [1][5] - The proposed plan may extend ACA subsidies for approximately two years and could introduce new income limits for enrollees, along with minimum premium payments [1][2] Group 1: Market Reaction - Shares of Molina Healthcare (MOH) increased by over 3%, Centene (CNC) rose by 5%, and Oscar Health (OSCR) saw an 18% jump following the news [1] - The potential extension of subsidies is anticipated to stabilize enrollment and reduce volatility in the individual health insurance market [2] Group 2: Legislative Context - The ACA subsidies were a contentious issue during the recent government shutdown, with Democratic lawmakers blocking funding bills to extend these subsidies [3] - The White House plans to request Congress to approve funds aimed at reducing cost-sharing, which would lower out-of-pocket expenses for some ACA recipients [2]

Core Points - Class action lawsuits have been filed on behalf of shareholders of several publicly-traded companies, with specific deadlines for filing lead plaintiff motions [1] Company Summaries Molina Healthcare, Inc. (NYSE: MOH) - Class Period: February 5, 2025 – July 23, 2025 - Allegations include false and misleading statements regarding medical cost trend assumptions, dislocation between premium rates and medical costs, and reliance on reduced utilization of services, leading to likely cuts in financial guidance for fiscal year 2025 [2] Marex Group plc (NASDAQ: MRX) - Class Period: May 16, 2024 – August 5, 2025 - Allegations include selling over-the-counter financial instruments to itself, inconsistencies in financial statements, and reliance issues with financial statements, resulting in misleading positive statements about the company's operations and prospects [3] WPP plc (NYSE: WPP) - Class Period: February 27, 2025 – July 8, 2025 - Allegations include the media arm's inability to handle macroeconomic challenges and loss of market share, leading to misleading positive statements about the company's business and operations [4]