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Many Would Be Envious Of Motor Oil (Hellas) Corinth Refineries' (ATH:MOH) Excellent Returns On Capital
Kindly help me narrow down my healthcare stock picks (info in description)
Stocks which Im bullish for 2023 ( Market Analysis )
Stocks making the biggest moves midday: TSLA, SQ, PYPL, COOK, MOH...
Molina (MOH) could be a top performing stock due to positive trends
Mentions
He’s long MOH, FNMA,FMCC.
Exactly. $UNH or $MOH is the play here.
You think they'll ignore his position in $MOH?
like when he got into MOH and celebrated that it dropped 30% after the recent earnings, yes. He can just buy more cheap, right? Long and strong!
Bury got into MOH despite all the headwinds healthcare faces during this administration and was happy with the 30% drop because he can just add more :)
In the short to mid term, Medicaid is definitely not a growth industry. Unless MOH pivots outside of Medicaid they are out of biz in 5yrs. Come April 1st they will crash even more as millions will stop paying their increased premiums. MOH needs The House subsidies bill to miraculously pass in the Senate otherwise it's adios!
I’m curious to your thoughts on MOH. I thought they did really poorly this year as well as with their earnings, do you still see that they have much of an upside coming up?
Please pump the boring shit I bought: UNH, RTX, HON, MOH, RGR, AXON
The dips I bought for long hold AXON RTX UNH MOH KTOS AVAV Sold NBIS, CRWV, IREN, PLTR and WDC
If you follow Burry, exercise caution For an average investor, time in the market is more important than timing the market. Being afraid of drawdowns and sitting on the sidelines can, in most cases, cost you more than the drawdown itself. He’s a professional with tools and data most retail investors don’t have. He built his reputation off a once-in-a-generation trade — credit where it’s due. But he was nearly too early even then, and since 2008, it appears he’s made multiple bearish calls that were either premature or never materialized. If you’re a retail investor who acted on those calls, the opportunity cost could have been significant. His strategy is bespoke — tailored to his skill set, his risk tolerance, and the scale of capital he manages, which is vastly different from that of an average investor. His Substack has been a mixed bag, in my opinion. Followers appear to have been led into a speculative GME position and an MOH trade that just cratered 30%+. His Bitcoin “death spiral” call looked sharp earlier this week with BTC down nearly 50% from its October high — but after today’s jump, a death spiral seems unlikely. Zoom out five years and long-term holders are still up 60–70%. His timing cuts both ways. The fundamental problem, as I see it: his approach is deeply personal. He knows his entries and exits. His followers don’t. He admires Buffett, but their strategies couldn’t be more different. Buffett avoided shorting, avoided speculation, and bought wonderful companies at fair prices for the long term. TL;DR: If you follow Burry’s trades, make sure you actually understand the thesis before putting money behind it. And take the doomsday calls with a grain of salt. At a certain point, the boy who cried wolf loses credibility — even when he’s occasionally right.
$MOH had a nice bounce to $136
$MOH is the correct ticker
$MOH is the correct ticker
MOH -30%, god damnn, I wonder if Burry sold
Anyone subscribed to Burry's Substack? Need to know if he was suggesting long or short MOH last night in his article before it guided down 70% and is -29% pre market. https://preview.redd.it/08ggjmubyuhg1.jpeg?width=1080&format=pjpg&auto=webp&s=698e0853c28eb103bce3f17793d9f3a5384a0ecb
Is UNH leaps even worth looking at in the moment? MOH was an absolute bloodbath today [https://finance.yahoo.com/quote/MOH/](https://finance.yahoo.com/quote/MOH/)
[https://finance.yahoo.com/quote/MOH/](https://finance.yahoo.com/quote/MOH/) well, fuck
Burry is cooked MOH, LULU, and EL
$MOH. Profit margin is a mean reverting process because their margins are essential mandated by law to be positive. Stock just took a dump so it is on sale right now
Burry with another nice call going long on $MOH. Only down 35% after hours.
Shoulda bought poots on MOH instead of BE. My bad.
Buying Humana puts for next week tomorrow. I suggest yall do the same after UNH, MOH, and other insurers are absolutely dying.
MOH was a Burry stock. Wonder if he is out of it now.
Selling off on MOH earnings now because MOH postponed a large 1 time write off until now
Is MOH a buy? Or it going bankrupt?
The earning picture should have MOH, given what happened to UNH it would be a clear put!
Biggest ooooooooof MOH, IREN oof, AMZN oooof, MSTR might out do them all.
UNH and MOH have shat the bed and brought CNC down with them. I was thinking of buying puts but this just might go up tomorrow
My god. MOH is 11% of my portfolio.
MOH shitting the bed, MIcheal, I want my money u mutherfuka
MOH at prices last seen in 2018 lol
Cackling at everyone else’s losses until I saw MOH after hours. At least it’s only a small position for me but jeeeeesus
MOH earnings must of been awful
MOH: * **EPS expected:** about **+$0.35** adjusted * **EPS actual:** **–$2.75** adjusted * **Revenue expected:** about **$11.3B** * **Revenue actual:** **$11.38B**
MOH holy sweet Jesus that’s the definition of drilling.
Rotating more into AMZN, RTX, HON, SOLS, MOH, BWXT today
My plan is something similar. Although I'm also looking at DECK, GME and MOH. Not sure yet where I'm going to pull the trigger. Also, need the market to settle down a bit before that.
MOH dumped 6% AH and has nearly fully recovered
Flat rate fie medicare is the rumour on UNH and MOH
From working with both; I wouldn’t suggest putting too much into CPRT or MOH. CPRT isn’t exactly a company that can grow past where they are, and a lot of their growth has been due to tariffs and starting to part out wreckers for mechanics to avoid tariffs. That being said, their growth case is extremely limited. MOH just does some insanely dumb things in staffing. Most of their workers are remote, and require basically everything confidential to be shipped. TLDR; they are operating like it’s the 1970s and wasting astronomical amounts of money in doing so. This can be seen pretty well in the fact that despite growing revenue, their earnings keep declining. I wouldn’t be surprised if they end up completely in the red this year.
He's currently long on LULU, FOUR, and MOH for example.
He did... MOH, Fannie and Freddie, FOUR...
Just buy CNC and UNH then. NVDA market cap is already insanely high. A double from here would take tons of capital. Health insurers are undervalued af rn. MOH looks pretty solid too honestly
CNC and MOH too. Centene and Molina. Large asset managers already scooping shares at these levels
in lockstep with MOH today, and weirdly in opposite of CNC.
My top 3 tickers make up 76% of my portfolio. Wish I have more exposure to ASTS to be honest. If it works it works, there's no arbitrary rule to trim your positions. I'd only resize my positions if the fundamentals changed or if I find a better opportunity elsewhere. 52% RKLB 15% ASTS 9% MOH
MOH Molina healthcare insurer. At sector lows due to underpriced premiums/runaway care costs, yet still profitable unlike competition (CNC). Premiums are getting repriced. Burry hyped it, rightfully. Better to UNH due to size for playing the sector turnaround. Once premiums turn (and they will) we should 2-3x from here. Like the management, no dividend, strictly buybacks, and selected M&A which current sector lows favor.
MOH and LULU up. NVDA down. Michael Beary positions doing great
You are correct. The Marine Corps was not authorized the MOH until 1913. In addition to these two Medals of Honor, Butler also received the Marine Corps Brevet Medal for his actions during the Boxer Rebellion in 1900. Because the Brevet Medal was considered the equivalent of the Medal of Honor for Marine officers at that time, he is sometimes referred to as a "triple" recipient of the nation's highest military award. Thanks for correction.
You need more healthcare, it's the most undervalued sector. CI and MOH most undervalued
I’m up 24% Actually a little surprised since I have a significant amount of my portfolio is BRK.B. Thank you BBVA. I also bought the dip and that helped. In the new year I’m looking at HSBC, SAB, maybe MOH. I buy and hold. I do a little selling for tax loss harvesting
I bought some MOH and sold all Healthcare today. Insurance market is going to be crazy in 2026 if subsidies are let roll off. People are deciding to get rid of coverage or downgrade. So less premium for the insurance provider and cost ratio is probably similar or higher than 2025s record level. I got out of all Healthcare, too much uncertainty right now.
I think his bearish comments get more headlines. When he’s bullish, it tends to be written off or not discussed as widely. Especially here—saying something like MOH being a better buy than Apple would spark backlash on this sub, so it gets ignored rather than engaged with.
Michael Burry did a substack post on MOH comparing them to Geico. Stock is up 4%
Michael Burry did a substack post on MOH comparing them to Geico. > Burry wrote that Molina "has a clearer path to significant double-digit long-term growth than Apple," adding that if he were "sitting on enough billions," he would acquire the company outright. Stock is up 4%
MOH up 20% since burry suggested it first on twitter
MOH up 3.9%. Michael Burry did a substack post on it comparing them to Geico.
Health insurers. Many are down close to 50% in the past year from ATH mainly due to unexpected increases in health care costs. Most are increasing plan prices around 30% for 2026. They should recover by 2027 and just returning to normal there is a potential upside around 100% in the next few years. UNH, ELV, MOH, CNC, etc.
Yep, this is my bet too. Many health insurers should go back to normal over the next few years so there's a potential 100% upside on many names like UNH, ELV, CNC, MOH, and so on in the short term. Plus it is unlikely something is going to happen to shake up the American healthcare industry. These used to be considered safe blue chip stocks for many years.
ELV, CNC, MOH, and OSCR are the main ones on my watchlist besides UNH. I currently have a good chunk in UNH and ELV. There's a lot of upside next year as they raise health plan prices around 30% for 2026. If they return to normal by 2027 that's a potential 100% return.
After blowing up my account in 2020, I was very careful this year. Bull market blessed me with a 30% return. Portfolio size $140k. Sold $50k collateral (margin) MOH $145 P expiring in March. Now I am getting scared that it would wrong way
Agreed. The most underrated industry. A lot have double digit revenue growth, double digit ROIC, add downturn protection to your portfolio, and trade a good value. 25% of my portfolio is ACGL btw. Another 15% is MOH.
People make fun of Burry but his long positions are great. LULU and MOH flying now
Turns out Michael Beary was right on LULU and MOH
|Ticker|Industry|Allocation| |:-|:-|:-| |ACGL|Specialty Insurance|25.25%| |DR (TSE)|Medical Services|15.00%| |MOH|Health Insurance|15.00%| |WISE (LSE)|Money Transfer|13.75%| |QFIN|Consumer Lending|10.00%| |SGOV|Short-Term Treasuries|9.00%| |CROX|World Class High Quality Footwaer|6.00%| |JD|Ecommerce Retail|3.00%| |THX|Gold Miner|3.00%|
You can in theory set up a long 2 short 1 on calls or puts with the right greeks. In practice it never quite works right as the option prices won't actually move as anticipated but it lines up ok. This is how I am leveraged on MOH for a portion of my positoin. 2 long calls at a \~.75 delta and short a \~.5 delta where the premium of the short equals the external value of the combined longs.
In terms of plan providers, I know a lot of people talk about UNH, MOH, CNC, ELV but Cigna seems like a name never talked about. They have little to no medicare or medicaid exposure (which I would prefer to avoid) as they primarily serve employer plans. The one caveat is they are a large PBM, so not really a loved industry at the moment. They took a large haircut this past earnings due to expected margin pressures as they are revamping the PBM business from rebate to fixed rate to align with political pressures. Not an exciting name to be honest, but a bit low beta if you are looking for that. Trades very cheap (forward P/E of 8) as the margin pressures are fairly well discounted now. Management did state they except modest growth despite these headwinds. CEO bought a large number of shares on the sell-off post earnings (near the 240 level).
I've *swung* UNH here and there, however long term I'm on the sideline as of now. Let me preface by saying I can be totally wrong and I haven't dug deep into the stock or the future of healthcare plans and politics behind it. I wouldn't be shocked to see UNH perform well since its a healthcare conglomerate and practically a monopoly. The stock went through MASSIVE selling this year, analysts are pricing in lower growth, there's political risk, etc. Despite getting positive earnings, raising future guidance, having the publicity of Warren Buffett/BRK buying, and more, the stock has failed to move higher as of recent. Had a convincing resistance at the 200ma and quickly fell below the 50ma, etc. Healthcare/Pharma as of recent has been pretty HOT, more specifically drug manufacturers. However, the healthcare plan stocks (UNH, ELV, MOH, CI, HUM, etc) haven't seen that, most are still down big YTD. why? In my opinion investors and firms could know (or think they know) something and are pricing that in while retail doesn't know/isn't factoring it in. (probably political risk or something). This sector and stock seems like an easy buy moving forward, but it hasn't been that way and with that being the case I'm on the sidelines.
Burry maybe a notorious gey bear, but his bull picks are always money. MOH back on the rebound with ACA subsidies extension 🤙🏻
Lots of opportunities outside AI. While tech is getting pumped, everything else is getting dirt cheap. MOH, VZ,TEP.PA,FERMI are my biggest recent buys in addition to etfs that dont contain mag-7 equity.
If it's any consolation bols, Burry's long stock pick, MOH, is also getting gaped today as well
Burry tweeting long MOH as deep value play
Long MOH, Short PLTR still from cassandra unchained earlier today
long MOH, long PLTR puts - Cassandra
* Long MOH stock and Long PLTR puts, like peanut butter and bananas.* - Cassandra
Calls on $MOH cuz Burry the Bear did a Twitter shoutout
Does LULU pop before Burry closes his fund in Q4? He's long MOH and LULU