Michael Burry: Beyond Stock Picking: The Art and Science of Investing Success

Johnny HopkinsMichael BurryLeave a Comment

In his MSN money articles, Michael Burry discusses the various aspects of successful portfolio management, including the optimal number of stocks, timing of buying and selling, importance of diversification, tax implications, and the role of technical analysis. Here’s an excerpt from the article: Successful portfolio management transcends stock picking and … Read More

Michael Burry: One Extraordinary Example Of Market Inefficiency

Johnny HopkinsMichael Burry1 Comment

In his 2001 Scion Capital Letter, Michael Burry cited one extraordinary example of market inefficiency in which he profited greatly. Here’s an excerpt from the letter: An Illustrative Situation The repercussions of the late 1990’s asset bubble continued to resonate through the markets during 2001, creating tremendous volatility as well … Read More

Michael Burry: How To Invest Like Michael Burry

Johnny HopkinsMichael BurryLeave a Comment

In his 2001 Scion Capital Letter, Michael Burry outlined his investment strategy that focuses on individual investments, and expected returns. Here’s an excerpt from the letter: I have no view on whether the market, broadly defined, will fall or rise during the coming year. At year-end, the situation certainly appeared … Read More

Michael Burry: How To Find A Catalyst

Johnny HopkinsMichael BurryLeave a Comment

One of the best things about Michael Burry’s write-ups at Value Investors Club was that he finished his company analysis with a catalyst that could drive the stock price higher. One of the company’s he wrote about was Huttig Building Products. Burry believed that there were a few catalysts that … Read More

Michael Burry – Top 10 Holdings – Latest 13F

Johnny HopkinsMichael BurryLeave a Comment

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

Michael Burry – Top 10 Holdings – Latest 13F

Johnny HopkinsMichael BurryLeave a Comment

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

Michael Burry Top 10 Holdings (Q2 2021)

Johnny HopkinsMichael BurryLeave a Comment

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More