7Mes
If you also write which company it is about.
you tell us the idea behind it, we can give you some tips.
you tell us the idea behind it, we can give you some tips.
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@Smudeo Following the significant fall in the share price, Molina Healthcare is currently valued lower than historically. This opens up a potential margin of safety if profits and margins normalize.
The company is clearly focused on government-funded programs such as Medicaid and Medicare Advantage - areas with structural growth due to demographics and rising healthcare spending. This specialization ensures stable, recurring revenues and regulatory barriers to entry.
The company is clearly focused on government-funded programs such as Medicaid and Medicare Advantage - areas with structural growth due to demographics and rising healthcare spending. This specialization ensures stable, recurring revenues and regulatory barriers to entry.
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