Follow the Pundits
Tag: Michael Burry
QXO, Inc. (NYSE: QXO): Brad Jacobs’ $50B Roll-Up or Dilution Trap? 🏗️🧱
Brad Jacobs is transforming QXO into an $18 billion building-products platform with ambitions to reach $50 billion in annual revenue. But after Beacon, Kodiak and TopBuild, common shareholders must weigh elite M&A leadership against substantial debt, preferred dividends, integration risk and an enormous potential dilution overhang.
🎸 Michael Burry After Scion: His AI Short, 2027 Puts & New Value Picks 🐻📊
Michael Burry has moved beyond Scion Asset Management—but certainly not beyond contrarian investing. The Big Short investor is challenging the AI and semiconductor boom while simultaneously buying beaten-down companies including MercadoLibre, Birkenstock, Sprouts, QXO and Build-A-Bear. We examine his long-dated put strategy, current value picks, legendary research process—and the timing risk behind the Cassandra mystique.
Michael Burry Has 38% of His Portfolio in Lululemon: Time To Wear The Pants?
Michael Burry just made Lululemon a top portfolio holding. With valuation down, buybacks up, and shorts watching — is it time to wear the pants?
Michael Burry of Scion Asset Management Sees Regeneron Pharmaceuticals Regenerate. Should You Buy In Too?
Michael Burry of The Big Short fame just made Regeneron his second-largest bet. Institutions agree. Is this biotech giant ready to regenerate portfolios?
Estée Laudee Must Be Looking Pretty: Insider Buys, Big Believers, and a Beautiful Turnaround?
Michael Burry just doubled his stake in Estée Lauder, and he’s not alone. With a new CEO, insider confidence, and strong institutional backing, is this iconic beauty stock about to glow up? 💄📈
The Big Short’s Big Bets: What’s Michael Burry Betting On Now?
Michael Burry’s Bold Bets: From China to Skincare
Michael Burry, the man who famously predicted the 2008 subprime mortgage crisis, is still making waves in the market. His latest portfolio mix includes a surprising blend of Chinese tech, healthcare giants, and even beauty brands like Estée Lauder. Should you follow his lead or just enjoy the show? Either way, tracking Burry's moves is always part of the fun—and sometimes, the profit.