Yet Another Value Podcast cover image

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

Yet Another Value Podcast

00:00

Could states claim insurers earn excess returns?

Andrew asks about high ROE concerns and Steve explains procurement mechanics and why rates are uniform across winners.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app