Core Insights - Increasing inflation and cost of living are prompting retirees and those planning for retirement to seek safe and reliable investments to protect their savings [1] - Warren Buffett, known for his disciplined investment approach, emphasizes long-term value and consistent income, making his investment principles relevant for building a recession-proof retirement portfolio [2] Investment Opportunities - **Coca-Cola (KO)**: A long-standing investment in Buffett's portfolio since 1988, Coca-Cola is recognized globally and maintains consistent sales, making it valuable during recessions. It also offers reliable dividends, appealing to income-focused investors [3][4] - **Chevron (CVX)**: Recently, Buffett has made Chevron one of Berkshire Hathaway's largest holdings. The company boasts a dividend yield above 4% and has increased its dividend for 38 consecutive years, making it a dependable income source during economic downturns [5] - **Berkshire Hathaway (BRK.B)**: Buffett's own company provides built-in diversification across various industries, including insurance, utilities, and consumer goods. Although it does not pay dividends, its stable leadership and exposure to essential sectors make it a reliable choice during market volatility [5] - **Vanguard Dividend Appreciation ETF (VIG)**: This ETF allows everyday investors to adopt Buffett's principles by investing in companies with a strong record of raising dividends, indicating financial health and long-term reliability [6]

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]

Group 1 - The article introduces a new contributing analyst, Infinity Curve, who focuses on investment ideas and encourages submissions from other investors [1] - The analyst emphasizes a disciplined, research-driven approach to investing, inspired by legendary investors, and specializes in technology sectors, particularly software and semiconductors [2] - The investment strategy involves identifying companies with scalable models and durable competitive advantages, focusing on long-term value rather than short-term trends [2] Group 2 - The analyst expresses a belief that investing success is a nonlinear process influenced by market cycles and requires constant recalibration [2] - There is a disclosure indicating that the analyst may initiate a long position in ASTS within the next 72 hours, reflecting a potential investment opportunity [3] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not represent the platform as a whole [4]