On this episode of Chit Chat Stocks, we discuss Michael Burry. The deep value investor and famous Big Short character is more than just his housing short thesis. We discuss:(03:32) Michael Burry's Early Life and Career(07:25) Investment Strategy and Philosophy(13:26) Case Studies: Masaba Holdings(30:12) Case Studies: Industrious Pachoco(40:21) The Rise of Michael Burry(41:45) Understanding the Big Short Bet(45:29) Burry's Strategy and Risk Management(54:50) Investor Reactions and Burry's Communication(58:22)...
On this episode of Chit Chat Stocks, we discuss Michael Burry. The deep value investor and famous Big Short character is more than just his housing short thesis. We discuss:
(03:32) Michael Burry's Early Life and Career
(07:25) Investment Strategy and Philosophy
(13:26) Case Studies: Masaba Holdings
(30:12) Case Studies: Industrious Pachoco
(40:21) The Rise of Michael Burry
(41:45) Understanding the Big Short Bet
(45:29) Burry's Strategy and Risk Management
(54:50) Investor Reactions and Burry's Communication
(58:22) Burry's Performance and Market Comparison
(01:01:55) Current Holdings and Investment Strategy
(01:03:54) Key Takeaways from Michael Burry's Approach
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
