Molina Healthcare, Inc. MOH

$MOH stock at .18x sales, while $PLTR at 108x. Messed up market.

$MOH kind of interesting valuations. The absolute bottom in 2011 was at .15 P/S, 2017 was .14 P/S. Is now .16 2026 est P/S.

$MOH inverse FOMO.

$MOH fuck it. Too damn cheap.

$MOH buyout candidate. Rationale: it’s interesting that Molina shows $500M spent on buybacks in q2, but didnt mention it in the q2 conference call. And also didn’t mention any buybacks since the “bill” drop from $300 to $150. Why NOT? They do have an active 1 billion $ buyback in place, which they initiated in April 2025. For their last buy back completion they bought back 1.666 million shares average cost $301/share. Note SEC rule 10b-5. If it buys back shares knowing a deal is coming, it risks violating this rule. A long shot, yet it could be juicy given $163/share of cash and ‘utilization’ perhaps topping out in q2.

$MOH capitulation day. Noice.

$MOH bought back another $500 million in stock during the June quarter.

Massive earnings coming in $300 here we cUM

$280-$300 AH

$MOH Santa Claus in July