Core Insights - Michael Burry considers Molina Healthcare a potentially superior investment compared to Geico, which Warren Buffett famously invested in [1][6] - Burry highlights Molina's clearer path to significant double-digit long-term growth, suggesting it could be a "generational buy" if prices decline further [1][6] Company Analysis - Molina Healthcare operates with the lowest expense ratio in its industry and targets a well-defined customer base, primarily focusing on Medicaid enrollees [5] - The company does not need to employ its own agents, which is an operational advantage [5] Industry Context - Burry views the U.S. health insurance industry not as a "politically complex mess" but as a profitable niche that can benefit from political dysfunction [6] - The insurance "float" from Geico has historically provided significant funding for Buffett's investments, indicating the importance of this model in the insurance sector [4]

Key Points Michael Burry made it public he was investing in Molina Healthcare last month. The money manager now calls it a potential "generational buy." 10 stocks we like better than Molina Healthcare › Molina Healthcare (NYSE: MOH) looks to be one of the big winners in the S&P 500 index on this penultimate trading day of 2025. It's not because of any new healthcare legislation or news about the sector, though. Molina shares jumped as much as nearly 5% today because famed investor Michael Burry hi ...