Steven Gorelik

Steve Gorelik, a portfolio manager at Firebird Management, dives deep into Molina Healthcare, a Medicaid-focused managed care organization. He discusses the recent stock drop, attributing it to rising medical costs and industry challenges. Steve highlights Molina’s unique cost advantages and efficient operations, predicting it can outperform peers despite recent setbacks. They explore the impact of healthcare policy, market dynamics, and Molina’s strategic M&A playbook, underscoring why he believes it remains undervalued in the market.

Steven Gorelik, a seasoned investor originally from Belarus, shares insights on investing in both Eastern European and U.S. markets. He discusses how his experiences under communism shaped his understanding of capitalism. The conversation dives into the nuances of long-term investment strategies, emphasizing local economic conditions and political stability. Gorelik also highlights the importance of documenting investment decisions and maintaining personal conviction, all while revealing trends in the S&P 500 and the dynamic nature of cash flows in driving investment returns.

Steven Gorelik, Lead Portfolio Manager at Firebird U.S. Value Fund, discusses why Akamai's security business makes $AKAM interesting. Topics include $AKAM valuation, cloud computing and delivery segments, CEO insider transactions, AI potential, and the synergy of Akamai's business segments for growth prospects.