Top 10 Influencers in 2024Short squeeze 200+ long MOH, his current level is hard to say@Future Trader Pi Kan Chuan probably at our level now🤣
$Molina Healthcare(MOH.US) Others might be worth a gamble, but this one has 88% of its revenue from Medicaid 😓 I'll pass. To put it this way, $Unitedhealth(UNH.US) has full-industry amortization + moat; $Centene(CNC.US) has Medicaid at around 50%, and another 20% drop would be too much. Both have value for oversold arbitrage after rescue. But $Molina Healthcare(MOH.US) at 88% is basically... 😓
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