Michael Burry

[behappyalways]

'Big Short' investor Michael Burry reveals new bets on Alibaba, MGM, and JD.com
https://markets.businessinsider.com/new ... -q4-2023-2

[winston]

Michael Burry admits he got it wrong

The founder of Scion Asset Management directed traders to “sell” ahead of the Fed meeting on Feb. 1.

Now, he’s telling Twitter followers that advice was incorrect, while congratulating dip buyers for pushing stocks higher than he anticipated.

Source: Bloomberg

[behappyalways]

Michael Burry Didn't Sell, Instead He Loaded Up On Regional Banks: Here Are All The "Big Short's" Latest Stock Holdings
https://www.zerohedge.com/markets/micha ... rts-latest

[behappyalways]

'Big Short' investor Michael Burry rang the alarm on bloated inventories last year. Maersk's shipping slump suggests he was right to worry.
https://www.businessinsider.com/big-sho ... rsk-2023-8

[winston]

Michael Burry exits Alibaba, JD.com stakes in portfolio overhaul

By Hema Parmar and David Marino

The two Chinese tech giants comprised 20% of the firm’s portfolio and were its top two equity holdings at the end of March.

Expedia Group Inc. emerged as Scion’s top holding.

The firm also added shares of Charter Communications Inc. and CVS Health Corp.

Source: Bloomberg

https://theedgemalaysia.com/node/678670

[behappyalways]

Michael Burry Loads Up On $1.6BN Notional Worth Of S&P, Nasdaq Puts; Goes Long Japan
https://www.zerohedge.com/markets/micha ... long-japan

[winston]

Investor Michael Burry of 'Big Short' fame has closed bets against S&P 500, Nasdaq

by David Hollerith

He also found another industry to short: semiconductors.

Scion reopened positions in JD.com and China-tech giant Alibaba (BABA) after selling out of the companies in the second quarter.

Source: Yahoo Finance

https://finance.yahoo.com/news/investor ... ?.tsrc=372

[winston]

Michael Burry Adds to China Big Tech Wager as Stock Rout Deepens

by Jacob Gu

Added to wagers on Chinese tech giants Alibaba Group Holding Ltd. and JD.com Inc.

Alibaba is now Scion Asset Management’s top holding.

Smaller rival JD.com Inc. was Scion’s second biggest holding at $5.79 million.

Alibaba swas the biggest new buy for the Canada Pension Plan Investment Board.

On the flip side, Tiger Global Management exited its position in the retailer.

Source: Bloomberg

https://finance.yahoo.com/news/michael- ... 12315.html

[winston]

'Big Short' investor Michael Burry bet half of his portfolio on Chinese stocks. It's finally starting to pay off.

by Matthew Fox

Famed "Big Short" investor Michael Burry is benefiting from the recent surge in Chinese stocks.

Burry's Scion Asset Management has nearly half of its portfolio invested in Chinese tech giants like Alibaba.

China's recent stimulus measures, including interest-rate cuts, have sparked a surge in stock gains.

Source: Business Insider

https://finance.yahoo.com/news/big-shor ... 43066.html

[winston]

Ultimate Contrarian Michael Burry, Who Correctly Called the Housing Crisis in 2008, Is Now Piling Into 3 Stocks That Could Struggle Under a Trump Administration

by Bram Berkowitz

JD, BIDU and BABA

Source: TMF

https://finance.yahoo.com/news/ultimate ... 00394.html