This 13 minute episodes add to previous podcast on MOH which provides a comprehensive financial analysis of Molina Healthcare, Inc., primarily focusing on its performance for the quarter ending September 30, 2025.

The podcast include an official SEC Form 10-Q report, which details the company's Medicaid, Medicare, and Marketplace segments, as well as its recent acquisition of ConnectiCare. Financial statements within the report highlight a decline in net income and an increased medical care ratio, reflecting a difficult environment for healthcare costs.

The episode deep dives Burry's MOH Substack analysis by an investor examining the company’s valuation metrics, such as its price-to-earnings and enterprise value. The collection concludes with a legal disclaimer clarifying that the associated podcast content is for informational purposes only and not professional financial advice.

This episode center on a financial analysis of Molina Healthcare, Inc., primarily through a third-quarter 2025 SEC Form 10-Q report and a supplementary investment podcast script. The official regulatory filing details the company's managed healthcare operations, showing a rise in premium revenue alongside a significant increase in the medical care ratio due to rising utilization costs.

This podcast goes over financial statements also track recent strategic acquisitions, such as ConnectiCare, and the execution of extensive stock repurchase programs. Complementing the data, the podcast excerpts highlight investor interest in the company’s valuation metrics, specifically noting its low price-to-earnings and enterprise value ratios. The podcast discusses mandatory legal disclaimers and forward-looking warnings regarding the evolving regulatory landscape and potential Medicaid policy changes.

In this podcast on "Cassandra Unchained," Michael Burry explores the psychological pitfalls investors face during the current "Information Explosion." He argues that the overwhelming volume of data available today actually triggers cognitive fatigue, causing people to rely on primitive mental shortcuts rather than deep analysis. By referencing Warren Buffett’s cautious 1999 stance on Microsoft, Burry warns that even successful companies can become "dead money" when driven by speculative narratives like the current AI craze. He utilizes the work of Charlie Munger and Robert Cialdini to explain how social proof and scarcity lead to poor decision-making and market extremes. The podcast encourages investors to resist the pressure of constant distraction and prioritize deliberate study over impulsive betting. The provided legal disclaimer reminds listeners that such insights are for educational purposes and do not constitute formal financial advice.