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Strategies & Market Trends : Value Investing
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To: benbuffett who wrote (78578)11/27/2025 7:44:04 AM
From: Spekulatius1 Recommendation

Recommended By
E_K_S

   of 78751
 
I won MOH as well. I think it’s a great bet on recovery in health care insurance margins as we enter a harder cycle. they have grown by acquisitions in the past, acquiring small subscale health insurers at around book value and then run them more efficiently. The stock is very cheap if you think margins normalize.
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