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Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors.
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Select Strategy”. A copy of the letter can be downloaded here. The Strategy delivered 5.08% (net of fees) in the quarter, while the Russell 3000 Index returned 15.44%, supported by AI-driven investment, strong corporate earnings, and easing geopolitical concerns. […]
Molina told investors in February that a Medicare drug plan serving tens of thousands of members would cease to exist. The members found out in October. Here is what that eight-month silence means for anyone still holding that plan card.
Molina Healthcare (MOH) drew fresh attention after recent trading left the stock around $197.80, with returns down 1.5% on the day and roughly 7.6% over the past week. That pullback comes after a year where Molina Healthcare’s share price return is up 10.8% year to date, yet the 1 year total shareholder return is a more modest 8.8% and the 3 year total shareholder return shows a 42.1% decline, which suggests that recent momentum is rebuilding from a weaker long term base. See how Molina...
Kopernik Global Investors recently released its “Global All-Cap Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund faced a difficult investment environment in the second quarter of 2026, as momentum-driven markets and soaring semiconductor stocks sharply favored growth-oriented equities over the fund’s value-focused approach. Class I shares declined 6.60% […]
Burry Pulls the Trigger on Nvidia and Palantir Put Options as Market Risks Rise
Burry remains short Nvidia and Palantir and still holds 2027 puts on Palantir and QQQ.
As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the health insurance providers industry, including Molina Healthcare (NYSE:MOH) and its peers.
Healthcare companies are pushing the status quo by innovating in areas like drug development and digital health. Shareholders who bet on the industry have been rewarded lately as healthcare stocks have returned 25.1% over the past six months, topping the S&P 500 by 13.1 percentage points.
LONG BEACH, Calif., September 02, 2026--Molina Healthcare, Inc. (NYSE: MOH) today announced it will issue its earnings release for the third quarter ending September 30, 2026, after the market closes on Wednesday, October 21, 2026, and will host a conference call and webcast to discuss the earnings release on Thursday, October 22, 2026, at 8:00 a.m. Eastern Time. To access this interactive teleconference, dial (877) 883-0383 and enter the confirmation number, 6534841. A telephonic replay of the
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