PERSON DIRECTORY
Steve Gorelik
Steve Gorelik appears in 2 indexed conversations across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
2 EPISODES1 SHOW
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Firebird Management's Steve Gorelik's Molina Healthcare Bull Thesis $MOH
Molina Healthcare’s roughly 50% stock collapse reflects a margin shock as industry medical costs reached about 92% of premiums, cutting Molina’s margin from 4% to 2%, while its roughly 7% administrative-cost ratio remains below peers.Recovery hinges on state rate increases catching utilization, with Medicaid redeterminations and the One Big Beautiful Bill Act posing renewed adverse-selection risk; resumed buybacks would be a key signal.