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Stock impact report

Moon Capital Management Q4 2025 Letter [Seeking Alpha]

Molina Healthcare Inc (MOH) 
Last molina healthcare inc earnings: 4/30 04:16 pm Check Earnings Report
Company Research Source: Seeking Alpha
A fundamental flaw in investor psychology is that we tend to overweigh what is emotionally resonant and easy to grasp—politics, wars, and dramatic headlines. Molina Healthcare provides managed healthcare services primarily to low-income families and individuals via Medicaid, Medicare and the various state marketplaces established by the 2010 Affordable Care Act. Molina Healthcare is an example of a situation in which the stock price decline has been vastly exacerbated by negative political news—and mostly disconnected from the company's actual business fundamentals. Molina Healthcare could earn approximately $37 per share in 2028 on roughly $52 billion in premiums if Medicaid rates revert toward the high end of management's long-term MLR guidance. lerbank/iStock via Getty Images Dear clients and fellow shareholders: In case you have already forgotten, it is worth recalling that 2025 delivered no shortage of alarming headlines. At various points during the year—most notabl Show less Read more
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