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Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
@michaeljburry shares a new write-up on Molina Healthcare (MOH), framing it through an “insurance-company lens” rather than a typical healthcare-services lens. He argues that...
— Substack
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Other investors who've written on Molina Healthcare Inc