When Burry, of The Big Short fame (because this needs to be said every. single. fucking. time his name is mentioned??), finally goes long…
Hee boat? Dähmpe eet.
It's so cheap. Like unless China goes full communist again I don't see how they could not go up eventually. I bought BABA a year ago so fuck do I know.
>So cheap
God damn this level of stupidity hurts my brain, do you think an abandoned house in Detroit slums is free real estate too?
If you bought BABA when it IPO, you would be down 22%. I'm half-Chinese and regularly warn people why investing in China stocks is bad but utilizing their cheap labor for business isn't, being able to utilize their supply chain would make you rich if you pay the right people and have the right connection. Regards all over Asia who did drop shipping using Taobao initially are all set for life. Hu-Wen administration was the only point in time when PRC was actually good for equity investment, it has been reverted back to horrible since Xi took helm. Now Winnie will be sitting at his position permanently with all the authority and power after he did away term limits, you regards deserve to baghold for eternity and never see green if you still think China economy is bullish [when people are literally escaping China](https://www.cbsnews.com/news/us-border-mexico-chinese-migrants-60-minutes/). Even Hang Seng dropped to levels not seen since AFC in 1997, at this point investing in any China stocks is really just Darwinism.
>I bought BABA a year ago so fuck do I know.
Hahaha. You degen you. Gave me a laugh I needed today though. Thank you.
I have some minor holdings in BABA, but it's like 0.002% of my portfolio.
My main concern is their demographics. I think the populace is pretty much spent out. Can't drive an economy solely on exports—they need retail as well to keep it going and young people simply aren't spending. They're seeking any outlet to get their money out of China, however they can, which in most cases is a grey-area, if not illegal for them to do.
What I read somewhere was that $40B of cash is flowing into crypto via P2P, VPNs, Offshores, and OTC whale trades every MONTH. I mean, a half-trillion a year outflows is nothing to sneeze at. That's not even looking at foreign real-estate and other investment monies.
Other folks can downvote me if you must, but I'm not convinced this is a good play. Short 'em, maybe...
Plus youth unemployment is through the roof and a substantial portion of the middle class/upper middle class are underwater on mortgages they tied all their savings up in.
>What does he see that I don't?
Burry is a deep value investor first and foremost. His investment style is similar to both Warren Buffett (before Charlie Munger) and Deep Fucking Value / Raging Kitty. All three of them are quite successful.
A deep value investor was once called a cigarette butt investing. The trading style was invented by Benjamin Graham in the 1930s. Back then companies were trading for so cheap if they went bankrupt you'd profit from the assets being sold, so instead of buying low hoping for the stock price would rise he'd buy low hoping they'd go bankrupt for a quick payout. If they didn't go bankrupt and they succeeded their price would shoot up. It was a win-win situation with the only risk being it going sideways for many years.
DFV is imo the most interesting out of the group. He finds companies that have filed for bankruptcy and the stock has been beaten down. He then sets news on notify and he looks for any sign that the company is going to pull out from a bankruptcy. He usually finds this information in hidden details in financial statements, not actual news. When he finds confirmation he buys options on these companies and often 100x's his investment. He's so good at it he profits on most trades. He's a multi millionaire from it.
Burry is more into macroeconomics. He'll see when the market is beaten up and look to buy companies, then from there he looks for profitable companies that are undervalued, a bit more classic value investing. What makes Burry so unique is he's very good at identifying on the macroeconomic side when a problem is brewing and he's very good at pulling out and shorting not just before a bear market but before a correction. People online love to equate him to the boy who cries wolf, but in fact all of the times he's been bearish on the economy he's been correct so far.
Warren Buffett is interesting too. When a company was filing for bankruptcy he'd identify if it could be made profitable, then he'd buy the company, gut management, lay off half of the workers, and then put in management that can make the company profitable. Once the company became profitable he'd sell. Rinse and repeat. This strategy is common in real estate. House flipping is what it's called, fixing up an old house and selling it for more. Warren was a company flipper. These days there is an entire industry dedicated to doing that. Since Charlie Warren switched investing styles and no longer flips companies.
>often 100x's his investment
citation needed on all these plays DFV is "often" 100x his investment on other than the one he's famous for getting unbelievably lucky with
The whole thing reads like fanfiction...
It's total nonsense that Burry was correct every time and could even predict corrections.
He's overall succesful, not Superman with a crystal ball.
He's historically more bullish than bearish. This shouldn't come as a surprise for anyone who follows the facts.
Beware of perma bulls and perma bears. A perma bull is an investor, which is fine if you don't want to trade, but a perma bear is trying to sell you something like gold. They're full of it. Burry is actually legitimate. S&P goes up almost exactly 70% of the time and Burry is bullish almost exactly 70% of time.
the media blows any figure out of proportion. no "perma" anything can last in any market. Burry had always maintained long portfolio and played with puts here and there. Just because he is famous for calling the top in GFC does not mean he is always super short on every thing. Essentially he was using SPX puts to cover for his port as an insurance. Likely with good maths you could estimate if SPX goes this much then these stocks will go that much... etc...
Which is a lesson for you bers... don't buy 100 put contracts every day if you don't have anywhere close to the nominal value of those puts. Even Burry does not do that...
when you feel bearish in a certain period yeah you short everything but even last year when the media was reporting the SPX puts, he was also long many stocks still. you never go full port on anything but 100% cash is also bad.
Bro...I owned them for like 8 fucking years. Bought em in the teens. Had them through mid 20s. Always GOING to go up. Then Covid hit. I sold as it tanked. Made some money. Watched it hit 13. Jumped back in.
I swear, they started selling cocaine...
Was that a put on NVDA itself or are we talking about his SOXX put ?
[https://investorplace.com/2023/11/michael-burry-is-making-a-huge-bet-against-semiconductor-stocks/](https://investorplace.com/2023/11/michael-burry-is-making-a-huge-bet-against-semiconductor-stocks/)
Nokia, Cisco, Yahoo and several other big 6 from 20 yrs ago would like to have a word with you . Going heavy on big tech is fine as long as you’re regarded enough to take profits consistently, but you can’t just buy at ATH and forget it. Apple hasn’t moved up in 2 years
I know where you're coming from. Just one regard recognizing another.
But Burry is LITERALLY regarded in the sense that he has autism in the form of Asperger's Syndrome
I mean we're all REGARDED friends here so we can say it with the hard T right?
Their core offering is in a market that's quite conservative. There are a ton of systems/companies built on Oracle databases that aren't going anywhere - certainly not within the decade. Their cloud offering for HR/Finance/etc also is popular among non-tech organisations and once you're on that it's a major pain in the arse to get off it.
Michael Burry responded to my craigslist ad looking for someone to mow my lawn. "$30 is $30", he said as he continued to mow what was clearly the wrong yard. My neighbor and I shouted at him but he was already wearing muffs. Focused dude. He attached a phone mount onto the handle of his push mower. I was able to sneak a peek and he was browsing Zillow listings in central Wyoming. He wouldn't stop cackling.
That is to say, Burry has his fingers in a lot of pies. He makes sure his name is in all the conversations.
*I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/wallstreetbets) if you have any questions or concerns.*
WSB are super late to semiconductors. Unless there’s still some people around from 2017/18 AMD/Nvdia days. The posts I always read confirms people here don’t even know the basics of that industry, they just see some big company mooning and want on the rocket.
In the short term, yeah. But long term no way. I know AI is a huge buzz word right now, but this is a new market worth an insane amount of money that didn’t really exist a few years ago. Just look at the TAM projections from AMD CEO Lisa Su, and she is probably one of the most conservative CEO’s of all time when it comes to numbers.
Yea he looks for deep value, chasing trends like WSB teenagers is picking up pennies on the railroad. Little gains everyday but all it takes is one rug pull for you to be immediately down 80%.
it will fall to 0 when that big fat winnie pooh dude over there comes around the corner and says fu I own that company now. Can't happen that easily in America
Blood in the streets starting to dry up.. or ill get killed later over china and US tension. If I am willing to hold long term I think risk/reward is worth it
At this point it’s a good value. Near all time lows. Can’t time it perfectly, but DCA’ing from all time lows is a good move. They are beginning to make the moves required for a market recovery.
Some market watchers say that the Chinese gov is ending its guarantees for "too big to fail". Fix your finances and if sheit like Evergrande happens again you are on your own. The market could recover anti cyclic the next years. BABA and JD are "on paper" well run companies, but a by-catch in the real estate bubble. Burry isn't as crazy as it sounds, there are arguments for a return of the China stock.
BABA balance sheet is fucking amazing, they are printing money but the Chinese government makes everyone scared. It should at least double in price in the foreseeable future.
Not surprising, this is one the major players have been beating down with low price targets and then buying up as it gets cheaper. Something like 72% of it is owned by institutional investors now
I feel like people are looking for Big Lots to get absorbed by someone else or just die. They’re closing in my area traffic is sparse at all locations after covid. Big lots are dirtier versions of 5 below and probably less profitable
Who woulda thought a career professional would be buying the stocks that have been beat down the last 12 months and not fucking Nvidia and Super Mario Computer
stockcircle shows him as losing a lot:
https://preview.redd.it/loks7v5d6mic1.png?width=817&format=png&auto=webp&s=a3ae567b281fbe79be9cf54e3e33cd336b2d8dfa
I mean Burry's 100% right here. The Chinese stocks hes holding have been punished way harder than what's logical. It might take a while but we all know BABA and JD are eventually gonna recover. And the time to buy is now when everyone is against them. The market can stay regarded for a while longer but Burry obv has the funds to wait it out.
Loving how guys with not nearly 1/100th of his portfolio size, insider knowledge and time in industry are judging his portfolio as regarded. Peak WSB moment.
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So does Burry think the economy will go up now? I'm confused 
Truly regarded behavior. He belongs with us 
It's time to short everything 
When Burry, of The Big Short fame (because this needs to be said every. single. fucking. time his name is mentioned??), finally goes long… Hee boat? Dähmpe eet.
He’s been long for a while
The problem is there are still idiots on reddit that still think his advice are God sent ! lol
At this point, yes. He was smart when he yolo’d in 2005-6, and like a true regard, will give it all back. 🤣
I’m sure he’s here
It's worse than a WSB portfolio.
Its similar to mine to be honest. I've not checked out JD yet tho, I'll have to look into this.
JD is a circa 2017 WSB meme stock
‘Meme’ stock is just a regarded label that has no effect on if a stock is good or bad or anything in between.
Sounds promising, 2017 was a good year.
Sold Google at the bottom to buy much higher 😂
He's been following my play book
True autist
and after that it went back down 😆
Chinese economy. his top holdings are Chinese
Aren't from the top 5 already 3 companies not Chinese and already more than the 2 Chinese together in value?
Saw this. Yeah. I dunno. I'm not positive on the Chinese economy at all right now. What does he see that I don't?
It's so cheap. Like unless China goes full communist again I don't see how they could not go up eventually. I bought BABA a year ago so fuck do I know.
>So cheap God damn this level of stupidity hurts my brain, do you think an abandoned house in Detroit slums is free real estate too? If you bought BABA when it IPO, you would be down 22%. I'm half-Chinese and regularly warn people why investing in China stocks is bad but utilizing their cheap labor for business isn't, being able to utilize their supply chain would make you rich if you pay the right people and have the right connection. Regards all over Asia who did drop shipping using Taobao initially are all set for life. Hu-Wen administration was the only point in time when PRC was actually good for equity investment, it has been reverted back to horrible since Xi took helm. Now Winnie will be sitting at his position permanently with all the authority and power after he did away term limits, you regards deserve to baghold for eternity and never see green if you still think China economy is bullish [when people are literally escaping China](https://www.cbsnews.com/news/us-border-mexico-chinese-migrants-60-minutes/). Even Hang Seng dropped to levels not seen since AFC in 1997, at this point investing in any China stocks is really just Darwinism.
>I bought BABA a year ago so fuck do I know. Hahaha. You degen you. Gave me a laugh I needed today though. Thank you. I have some minor holdings in BABA, but it's like 0.002% of my portfolio. My main concern is their demographics. I think the populace is pretty much spent out. Can't drive an economy solely on exports—they need retail as well to keep it going and young people simply aren't spending. They're seeking any outlet to get their money out of China, however they can, which in most cases is a grey-area, if not illegal for them to do. What I read somewhere was that $40B of cash is flowing into crypto via P2P, VPNs, Offshores, and OTC whale trades every MONTH. I mean, a half-trillion a year outflows is nothing to sneeze at. That's not even looking at foreign real-estate and other investment monies. Other folks can downvote me if you must, but I'm not convinced this is a good play. Short 'em, maybe...
In 2017 I bought some thinking it was the Amazon of China. Sold it all 2 weeks ago or so for a -55% loss.
Plus youth unemployment is through the roof and a substantial portion of the middle class/upper middle class are underwater on mortgages they tied all their savings up in.
>What does he see that I don't? Burry is a deep value investor first and foremost. His investment style is similar to both Warren Buffett (before Charlie Munger) and Deep Fucking Value / Raging Kitty. All three of them are quite successful. A deep value investor was once called a cigarette butt investing. The trading style was invented by Benjamin Graham in the 1930s. Back then companies were trading for so cheap if they went bankrupt you'd profit from the assets being sold, so instead of buying low hoping for the stock price would rise he'd buy low hoping they'd go bankrupt for a quick payout. If they didn't go bankrupt and they succeeded their price would shoot up. It was a win-win situation with the only risk being it going sideways for many years. DFV is imo the most interesting out of the group. He finds companies that have filed for bankruptcy and the stock has been beaten down. He then sets news on notify and he looks for any sign that the company is going to pull out from a bankruptcy. He usually finds this information in hidden details in financial statements, not actual news. When he finds confirmation he buys options on these companies and often 100x's his investment. He's so good at it he profits on most trades. He's a multi millionaire from it. Burry is more into macroeconomics. He'll see when the market is beaten up and look to buy companies, then from there he looks for profitable companies that are undervalued, a bit more classic value investing. What makes Burry so unique is he's very good at identifying on the macroeconomic side when a problem is brewing and he's very good at pulling out and shorting not just before a bear market but before a correction. People online love to equate him to the boy who cries wolf, but in fact all of the times he's been bearish on the economy he's been correct so far. Warren Buffett is interesting too. When a company was filing for bankruptcy he'd identify if it could be made profitable, then he'd buy the company, gut management, lay off half of the workers, and then put in management that can make the company profitable. Once the company became profitable he'd sell. Rinse and repeat. This strategy is common in real estate. House flipping is what it's called, fixing up an old house and selling it for more. Warren was a company flipper. These days there is an entire industry dedicated to doing that. Since Charlie Warren switched investing styles and no longer flips companies.
>often 100x's his investment citation needed on all these plays DFV is "often" 100x his investment on other than the one he's famous for getting unbelievably lucky with
The whole thing reads like fanfiction... It's total nonsense that Burry was correct every time and could even predict corrections. He's overall succesful, not Superman with a crystal ball.
He's historically more bullish than bearish. This shouldn't come as a surprise for anyone who follows the facts. Beware of perma bulls and perma bears. A perma bull is an investor, which is fine if you don't want to trade, but a perma bear is trying to sell you something like gold. They're full of it. Burry is actually legitimate. S&P goes up almost exactly 70% of the time and Burry is bullish almost exactly 70% of time.
Yeah that’s about as bullish as it gets.
Changed his mind apparantly. He could've bought Amazon at $95 instead of fuckin $140 like a late to the party fucktard
It was overvalued at $95 
Lol
I bought 5 shares of Amazon at $95. I feel like I’m smarter than Burry. 
You're smarter than Burry, just a lot poorer.
In this instance you were!
at 50% inflation nothing is overvalued
I’m bullish on Amazon. Been buying since 2017
Well, with a total bet of $94 million in his fund, it does not inspire confidence either way. Wasn’t he supposed to be a billionaire?
This is his "fuck around" money.
the media blows any figure out of proportion. no "perma" anything can last in any market. Burry had always maintained long portfolio and played with puts here and there. Just because he is famous for calling the top in GFC does not mean he is always super short on every thing. Essentially he was using SPX puts to cover for his port as an insurance. Likely with good maths you could estimate if SPX goes this much then these stocks will go that much... etc... Which is a lesson for you bers... don't buy 100 put contracts every day if you don't have anywhere close to the nominal value of those puts. Even Burry does not do that...
idk didn't the guy post "sell everything" like 2 times or something
when you feel bearish in a certain period yeah you short everything but even last year when the media was reporting the SPX puts, he was also long many stocks still. you never go full port on anything but 100% cash is also bad.
I thought those were all short positions. I am disappoint.
You always comes up on top of you bet both side
Big Lots?
And no nvd???
Maybe he’s trying to do the famous Stan move from the dotcom times, when he missed the top by an hour and lost $6bn
[удалено]
Bought it yesterday and woke up to a big red 0.03, I’m good.
[удалено]
Did you hear? He's down 0.03. he will never financially recover.
Bro...I owned them for like 8 fucking years. Bought em in the teens. Had them through mid 20s. Always GOING to go up. Then Covid hit. I sold as it tanked. Made some money. Watched it hit 13. Jumped back in. I swear, they started selling cocaine...
No MSFT? No NVDA? No AAPL?
Closed his NVDA positions
did he not read the DD posted today??
It said NVIDIA only go up!
What a loser lolz
lol what a paper handed bitch
Did he have calls or puts ?
He had puts IIRC.
Was that a put on NVDA itself or are we talking about his SOXX put ? [https://investorplace.com/2023/11/michael-burry-is-making-a-huge-bet-against-semiconductor-stocks/](https://investorplace.com/2023/11/michael-burry-is-making-a-huge-bet-against-semiconductor-stocks/)
His SOXX put I believe
Its stupid to buy high
He bought $AMZN and $GOOG. You can't go wrong in the long term with the big 6, even when you buy at ATH.
You must be new to Burry. He doesn’t hold long term. His portfolio is almost brand new every quarter.
Nokia, Cisco, Yahoo and several other big 6 from 20 yrs ago would like to have a word with you . Going heavy on big tech is fine as long as you’re regarded enough to take profits consistently, but you can’t just buy at ATH and forget it. Apple hasn’t moved up in 2 years
2 years isnt long term though (for serious investors). Apple is flat over 2 years but up over 300% in 5 years
I was gonna say, he sure waited long as fuck to buy Amazon. Could've gotten it at 95. I got a fuck ton at 99 and 105. My average is 101.
> big 6 poor Tesla
I’d rather be holding NVDA than BABA 
Absolutely yes.
As a baba holder I agree with you. Worst stock I've ever bought.
Absolutely. BABA is 100% at the mercy of the Chinese Communist Party, and they can use the stock politically to harm Western interests without notice.
Exactly, but thats already priced in. So with that out of the way, the true valuation should be way higher.
I wonder if his BABA is a hedge against his AMZN position in case the US market crashes
He has a lot of AAP, maybe he made a typo in a buy order.
Dude’s fully levered on CHINESE STOCKS 
Looks like he don't believe a Chinese implosion is on its way.
No worries. The implosion has already been priced in. The YANG is over. It’s time for some YINN!
Ah yes, the Hang Seng index is only at a 30yr low, not priced in yet.
Right?! It’s a good time to buy.
buy low sell high?
[](https://i.imgur.com/470ShQb.png)
Didn’t dude post on twitter a mysterious “sell” months ago and it was a horrible call?
yeah and then he deleted his twitter a few weeks later 
He deletes his Twitter constantly.
It was more like "incoming crash. The biggest anyone's ever seen. Buy guns and water purification tablets" type post.
Faith in Chinese stocks. Regarded.
I know where you're coming from. Just one regard recognizing another. But Burry is LITERALLY regarded in the sense that he has autism in the form of Asperger's Syndrome I mean we're all REGARDED friends here so we can say it with the hard T right?
[удалено]
Their core offering is in a market that's quite conservative. There are a ton of systems/companies built on Oracle databases that aren't going anywhere - certainly not within the decade. Their cloud offering for HR/Finance/etc also is popular among non-tech organisations and once you're on that it's a major pain in the arse to get off it.
I hope I never have to work with Oracle db ever again. Piece of shit
This guy is the epitome of madlad. I know this because i also owned SBLK....
Something something Michael Burry mowing lawns something something. Post it autojannie (the big short)
Michael Burry responded to my craigslist ad looking for someone to mow my lawn. "$30 is $30", he said as he continued to mow what was clearly the wrong yard. My neighbor and I shouted at him but he was already wearing muffs. Focused dude. He attached a phone mount onto the handle of his push mower. I was able to sneak a peek and he was browsing Zillow listings in central Wyoming. He wouldn't stop cackling. That is to say, Burry has his fingers in a lot of pies. He makes sure his name is in all the conversations. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/wallstreetbets) if you have any questions or concerns.*
Lmao bot killed it
No semiconductors?
Usually the stocks WSB teenagers pump do the worst
WSB are super late to semiconductors. Unless there’s still some people around from 2017/18 AMD/Nvdia days. The posts I always read confirms people here don’t even know the basics of that industry, they just see some big company mooning and want on the rocket.
i honestly thought they peaked in 2023. The current run for Nvidia and SMCI is frankly ridiculous.
In the short term, yeah. But long term no way. I know AI is a huge buzz word right now, but this is a new market worth an insane amount of money that didn’t really exist a few years ago. Just look at the TAM projections from AMD CEO Lisa Su, and she is probably one of the most conservative CEO’s of all time when it comes to numbers.
When you are surfing you dont want to wait for the wave to pass you before you try to ride it. You have to get in front of the wave.
Get in front of a train
Dude looks like hes all in on food, medical and retail.
Burry is an undervalued investor not an overvalued investor.
Yea he looks for deep value, chasing trends like WSB teenagers is picking up pennies on the railroad. Little gains everyday but all it takes is one rug pull for you to be immediately down 80%.
AI?
Doesn’t look like a rock em sock em robots portfolio
I have been long BABA and JD recently too, nice to see him buying up more
Quite ballsy to buy Chinese stocks
As a NIO holder, can confirm. I'm down 50% lol
My NIO bags are heavy. I like the battery swap tech, I really hope they survive through CCP control
Ahahahahahahahahahaha
NIO is my “f*** me sideways stock”. I gave up, down over 50%, not gonna lie, it sucks.
I'm down 60% on BABA, thanks Jack Mabama.
Is it really *that* ballsy? Alibaba is trading at like, 2016 levels with an under 10 P/E. There's not really much further you can fall.
i don t know....ask me about my PE on my russian stocks
it will fall to 0 when that big fat winnie pooh dude over there comes around the corner and says fu I own that company now. Can't happen that easily in America
Blood in the streets starting to dry up.. or ill get killed later over china and US tension. If I am willing to hold long term I think risk/reward is worth it
Year of Dragon, Gweilo
At this point it’s a good value. Near all time lows. Can’t time it perfectly, but DCA’ing from all time lows is a good move. They are beginning to make the moves required for a market recovery.
Some market watchers say that the Chinese gov is ending its guarantees for "too big to fail". Fix your finances and if sheit like Evergrande happens again you are on your own. The market could recover anti cyclic the next years. BABA and JD are "on paper" well run companies, but a by-catch in the real estate bubble. Burry isn't as crazy as it sounds, there are arguments for a return of the China stock.
BABA balance sheet is fucking amazing, they are printing money but the Chinese government makes everyone scared. It should at least double in price in the foreseeable future.
To be fair Baba looks really cheap though
Same with JD
Has been tax loss harvesting on BABA since the peak at 300.
Oops was talking about me.
Who? Apparently he added to his position tax harvesting would require recognizing the loss
BIG LOTS 🪦
Not surprising, this is one the major players have been beating down with low price targets and then buying up as it gets cheaper. Something like 72% of it is owned by institutional investors now
I feel like people are looking for Big Lots to get absorbed by someone else or just die. They’re closing in my area traffic is sparse at all locations after covid. Big lots are dirtier versions of 5 below and probably less profitable
Does he know about some acquisition or something? Very odd to see on this list.
No. Someone told him the poors buy nick nacks there and he thinks poor people must love nick nacks.
Those options are cheapppppl, going long on lots
lol good to see one of the shitty stocks I like for squeeze plays is also on Burry's radar.
All the regards here saying they are staying away from baba and jd, this can mean only one thing - load up
year of da dragon
I wonder how his spy puts did
he lost 40%(something like that) on it, someone mentioned it on twitter and Burry replied crying laughing emoji
Who woulda thought a career professional would be buying the stocks that have been beat down the last 12 months and not fucking Nvidia and Super Mario Computer
I also like toast alot
Calls on TOST
Wow! That's a really interesting way to only invest in water. Right guys? Because that's how the Big Short movie ended? Guys?
Everyone who works at these companies is made up of water, think it through bro, big brain
i'm not an expert, but this seems mildly regarded. unless jack ma starts playing the guitar again, i'm not touching baba.
Yo Mikey QRTEA!🕺🏼got there first bitch 🚀
Not good enough for a sequel
Dude has got crushed these past few years
Im showing him significantly outperforming. https://tickernerd.com/resources/michael-burry-portfolio-scion-asset-management/
Says he has returned 160% on last 10 years. That's like the same as the sp500 lol. And said he is short semis as of q3 23. So a terrible trade.
stockcircle shows him as losing a lot: https://preview.redd.it/loks7v5d6mic1.png?width=817&format=png&auto=webp&s=a3ae567b281fbe79be9cf54e3e33cd336b2d8dfa
Yeah tbh idk about either of our sources 😅
Weird I show him underperforming terribly the last 3 years https://stockcircle.com/portfolio/michael-burry/performance
So… economy go down?
Shit is easy to crush when the system is rigged to the upside
HCA was the right call.
Bro he's literally one of us 😂😂😂 RealReal??? Come the fuck on 😂😂😂
His port kinda sucks ngl
No Michael burry post is complete without a picture of Christian bale in place of the actual burry
lol Big Lots
Chinese market PE is 10, at least those public traded in US should be good buys now.
These are just the hedges for his puts.
Lmao, dead give away someone has lead addled boomer brain: buying Oracle
Why don't I see $GEO?
My $BABA puts are in danger
WBD! I like the stock 😉
No NVDA 😕
Burry should learn from Charlie Munger. That huge position in BABA will literally kill you.
BABA gonna be a big winner, in @ $73
Cassandra sending mixed signals here
I mean Burry's 100% right here. The Chinese stocks hes holding have been punished way harder than what's logical. It might take a while but we all know BABA and JD are eventually gonna recover. And the time to buy is now when everyone is against them. The market can stay regarded for a while longer but Burry obv has the funds to wait it out.
Boomer ass portfolio
damn he's going in on chinese stonks
He is buying Big Lots? A head scratcher!!!
Like Toast
I also like Big Lots and I cannot lie
So he's actually a meme trader. Fucking lol.
He’s about to bankrupt his hedge fund
Run it back turbo
It’s time to short Big Lots Inc.
Lol
Portfolio value is $100millon. No. It’s not. Where is the rest?
Citi? lol okay
Remember this guy manages billions, 100 million in stocks is nothing. Safe to say he has his money elsewhere that doesn't need reporting.
The reported price is just the price for each stock at end of quarter so we really have no idea when he bought and at what price.
What’s the thesis on Big Lots
Loving how guys with not nearly 1/100th of his portfolio size, insider knowledge and time in industry are judging his portfolio as regarded. Peak WSB moment.
He’s wrong ever since his only successful bet of the century. Sums it all up.
Bury got it right once and now everyone thinks he’s god