Molina Healthcare Stock: Short-Term Pain, Long-Term Value (NYSE:MOH)
Core Insights - Molina Healthcare is a low-cost, state-contracted health insurance company focusing on cost-sensitive individuals, operating primarily in Medicaid, Medicare, and Marketplace segments [1] Business Overview - Molina Healthcare has experienced growth from 2018 through 2024, indicating a positive trajectory in its business operations [1] Investment Philosophy - The investment approach emphasizes long-term value, focusing on free cash flow, capital allocation, and downside protection, inspired by the principles of Warren Buffett and Charlie Munger [1]