GUARDIAN’S BET WITH BURRY

Boston Scientific (BSX) is a compelling long investment in the healthcare sector, positioned to outperform Michael Burry's pick, Molina Healthcare (MOH). The investment thesis is based on strong secular tailwinds, including aging demographics and a generational innovation cycle in MedTech. BSX offers visible and growing earnings streams, unlike the high policy risk associated with MOH. The smart money is flowing into the healthcare sector, and BSX is a prime candidate to capitalize on this trend.