Michael Burry Calls Molina The Geico Of Medicaid, Buffett Saying 'Hold My Berkshire'

KEY POINTS

•Michael Burry compared Molina Healthcare to Buffett's Geico investment and called it a better business today.
•Burry praised Molina CEO Joe Zubretsky's turnaround since 2017 and Molina's stock buybacks and conservative accounting.
•Molina’s shares dropped sharply from $415 last year to around $165, but Burry called it a generational buy.

Michael Burry—the genius behind 'The Big Short' who turned housing crashes into mixtape hits—has officially switched from hedge fund wizardry to Substack prophecy, dropping a 6,000-word love letter to Molina Healthcare. He pitches Molina as the Warren Buffett-approved 'Geico 2.0', claiming its underwriting and cost discipline beat a 1976 Buffett bargain by making Geico look like bargain-bin cereal. Burry praises CEO Joe Zubretsky's 2017 turnaround, Molina's stock plunge from $415 to $165 (with a $100 cliff potential from federal haircut scares), and calls it a 'diamond in the rough' perfect for hoarding billions—or at least for Buffet’s younger, scrappier self. It's Medicaid meets Wall Street drama with a side of buybacks, political dysfunction arbitrage, and healthy investor returns. Meanwhile Geico counts $7.8 billion pre-tax underwriting earnings and funds Buffett's empire on premium float shekels. Molina might have its own infomercial soon: “Tired of flashy AI servers? Try profitably wrangling America's Medicaid mess!”