Podcast by Andrew Walker, a PM at Rangeley Capital, Yet Another Value Podcast

Yet Another Value Podcast

Podcast by Andrew Walker, a PM at Rangeley Capital

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.substack.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer

Equity Bottom-Up

Molina Healthcare is a managed care organization specializing in Medicaid plans, with a market share of about 6% of the US population in MedicaidThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Molina Healthcare is a managed care organization specializing in Medicaid plans, with a market share of about 6% of the US population in MedicaidThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Firebird Management's Steve Gorelik's Molina Healthcare Bull Thesis $MOH

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Molina Healthcare presented its second quarter 2025 results, shedding light on its current business landscape and future expectations.</li><li>The earnings report revealed adjusted earnings per share of $5.48 with premium revenue totaling around $10.9 billion.</li><li>The consolidated Medical Care Ratio (MCR) was reported at 90.4%, while the adjusted pretax margin stood at 3.3%.</li></ul>

Molina Healthcare presented its second quarter 2025 results, shedding light on its current business landscape and future expectations.The earnings report revealed adjusted earnings per share of $5.48 with premium revenue totaling around $10.9 billion.The consolidated Medical Care Ratio (MCR) was reported at 90.4%, while the adjusted pretax margin stood at 3.3%.

Molina Healthcare Is Bracing for a Medicaid Shake-Up—Here’s Why It Might Come Out Stronger!

<ul><li>Molina Healthcare's first quarter 2025 results reveal a robust financial performance, underscored by increased earnings and consistent revenue growth.</li><li>The company reported adjusted earnings per share of $6.08 on a premium revenue of $10.6 billion, adhering to its operational expectations across various business lines.</li><li>A key highlight is the affirmation of their full-year 2025 premium revenue guidance at $42 billion and an earnings per share target of at least $24.50.</li></ul>

Molina Healthcare's first quarter 2025 results reveal a robust financial performance, underscored by increased earnings and consistent revenue growth.The company reported adjusted earnings per share of $6.08 on a premium revenue of $10.6 billion, adhering to its operational expectations across various business lines.A key highlight is the affirmation of their full-year 2025 premium revenue guidance at $42 billion and an earnings per share target of at least $24.50.

Molina Healthcare: Expansion of Medicaid & ACA Markets as Critical Drivers Of Its Future Success!

US-EU Index Rebalances / Quantitative Researcher, ORTEX

Dimitris Ioannidis

US-EU Index Rebalances / Quantitative Researcher

Global Financial Data and Analytics Platform

ORTEX

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Index Rebalance

<ul>
<li>
<a href="https://www.smartkarma.com/entities/crh-plc-054117b2-cd70-470a-9efc-8f6fab2c83ec" target="_blank" data-smartkarma-citation="entities:28655:1" rel="noopener">CRH (CRH US)</a> and <a href="https://www.smartkarma.com/entities/comfort-systems-usa-inc" target="_blank" data-smartkarma-citation="entities:6730:1" rel="noopener">Comfort Systems USA (FIX US)</a> are the main candidates for addition due to consistently high eligibility scores.</li>
<li>
<a href="https://www.smartkarma.com/entities/pure-storage-inc" target="_blank" data-smartkarma-citation="entities:27421:1" rel="noopener">Pure Storage Inc (PSTG US)</a> and <a href="https://www.smartkarma.com/entities/solstice-advanced-materials" target="_blank" data-smartkarma-citation="entities:45953:1" rel="noopener">Solstice Advanced Materials (SOLS US)</a> face reduced conviction due to sector balance and turnover.</li>
<li>
<a href="https://www.smartkarma.com/entities/vertiv-holdings-co" target="_blank" data-smartkarma-citation="entities:33140:1" rel="noopener">Vertiv Holdings Co (VRT US)</a> has a higher probability of inclusion following the acquisition of <a href="https://www.smartkarma.com/entities/kellogg-co" target="_blank" data-smartkarma-citation="entities:16090:1" rel="noopener">Kellogg Co (K US)</a> which is still pending.</li>
</ul>



CRH (CRH US) and Comfort Systems USA (FIX US) are the main candidates for addition due to consistently high eligibility scores.

Pure Storage Inc (PSTG US) and Solstice Advanced Materials (SOLS US) face reduced conviction due to sector balance and turnover.

Vertiv Holdings Co (VRT US) has a higher probability of inclusion following the acquisition of Kellogg Co (K US) which is still pending.


S&P500 December 2025 Final Forecast: FIX & CRH Leading the Pack

<ul><li>Molina Healthcare's fourth-quarter and full-year 2024 results present a mixed picture, reflecting both challenges and prospects for future growth.</li><li>The company reported an adjusted EPS of $5.05 for the fourth quarter and $22.65 for the full year, which represents an 8.5% year-over-year growth.</li><li>However, the fourth-quarter results did not meet the company's internal expectations due to higher-than-anticipated medical cost pressure in the Medicaid and Medicare segments, leading to a consolidated medical care ratio (MCR) of 90.2% for the quarter, which was above forecasts.</li></ul>

Molina Healthcare's fourth-quarter and full-year 2024 results present a mixed picture, reflecting both challenges and prospects for future growth.The company reported an adjusted EPS of $5.05 for the fourth quarter and $22.65 for the full year, which represents an 8.5% year-over-year growth.However, the fourth-quarter results did not meet the company's internal expectations due to higher-than-anticipated medical cost pressure in the Medicaid and Medicare segments, leading to a consolidated medical care ratio (MCR) of 90.2% for the quarter, which was above forecasts.

Molina Healthcare’s Medical Cost Crisis – How They’re Fighting Back!

United States

Molina Healthcare Inc. is a managed care organization.  The Company arranges for the delivery of health care services to persons eligible for Medicaid and other programs for low-income families and individuals.  Molina Healthcare has health plans in California, Washington, Utah, and Michigan, as well as primary care clinics located in Northern and Southern California.

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Molina Healthcare (MOH US)

Firebird Management's Steve Gorelik's Molina Healthcare Bull Thesis $MOH

Portrait Analytics offers AI tools for investment research and portfolio monitoring, with a testimonial crediting the platform for improving...

Yet Another Value Podcast

Molina Healthcare Is Bracing for a Medicaid Shake-Up—Here’s Why It Might Come Out Stronger!

Molina Healthcare presented its second quarter 2025 results, shedding light on its current business landscape and future expectations. The...

Baptista Research

Molina Healthcare: Expansion of Medicaid & ACA Markets as Critical Drivers Of Its Future Success!

Molina Healthcare's first quarter 2025 results reveal a robust financial performance, underscored by increased earnings and consistent revenue...

Baptista Research

S&P500 December 2025 Final Forecast: FIX & CRH Leading the Pack

CRH and FIX are top candidates for addition in December 2025, while PSTG and SOLS face reduced conviction. VRT has a higher chance of inclusion...

Dimitris Ioannidis

Molina Healthcare’s Medical Cost Crisis – How They’re Fighting Back!

Molina Healthcare's fourth-quarter and full-year 2024 results present a mixed picture, reflecting both challenges and prospects for future...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Firebird Management's Steve Gorelik's Molina Healthcare Bull Thesis $MOH

Portrait Analytics offers AI tools for investment research and portfolio monitoring, with a testimonial crediting the platform for improving...

Yet Another Value Podcast

Molina Healthcare Is Bracing for a Medicaid Shake-Up—Here’s Why It Might Come Out Stronger!

Molina Healthcare presented its second quarter 2025 results, shedding light on its current business landscape and future expectations. The...

Baptista Research

Molina Healthcare: Expansion of Medicaid & ACA Markets as Critical Drivers Of Its Future Success!

Molina Healthcare's first quarter 2025 results reveal a robust financial performance, underscored by increased earnings and consistent revenue...

Baptista Research

S&P500 December 2025 Final Forecast: FIX & CRH Leading the Pack

​CRH and FIX are top candidates for addition in December 2025, while PSTG and SOLS face reduced conviction. VRT has a higher chance of inclusion...

Dimitris Ioannidis

Molina Healthcare’s Medical Cost Crisis – How They’re Fighting Back!

Molina Healthcare's fourth-quarter and full-year 2024 results present a mixed picture, reflecting both challenges and prospects for future...

Baptista Research

CRH and FIX are top candidates for addition in December 2025, while PSTG and SOLS face reduced conviction. VRT has a higher chance of inclusion...