The Next GEICO? Michael Burry Is Pounding the Table on This 1 Warren Buffett-Esque Stock.

Company Overview - Molina Healthcare (MOH) is a managed care health insurer founded in 1980, primarily serving Medicaid and Medicare populations under state and federal programs, and also offers insurance through the Affordable Care Act (ACA) Marketplace in select states [2] Financial Performance - Molina Healthcare's market capitalization is $9.1 billion, with the stock down 40% year-to-date [3] - The company's third-quarter earnings fell significantly, with EPS dropping 69.4% year-over-year to $1.84, missing the consensus estimate of $3.90 [4] - Despite the earnings downturn, revenue increased by 11% to $11.48 billion, driven by an 11.8% rise in premium income to $10.84 billion [5] - Over the past decade, Molina has compounded revenue and earnings at annual rates of 12.90% and 19.69%, respectively [5] - Future consensus estimates project revenue growth of 11.58%, surpassing the sector's median growth of 7.65% [5] Investment Perspective - Investor Michael Burry has expressed bullishness on Molina Healthcare, suggesting it is well-positioned to make money in Medicaid by 2026 while competitors may struggle [3]