Follow the Pundits

Tag: Scion Asset Management

Michael Burry investing concept contrasts AI and semiconductor shorts with beaten-down value stocks, 2027 puts and his post-Scion strategy.

🎸 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.

Read entire article

Tags: 2027 puts, AI bubble, BBW, Benjamin Graham, BIRK, Birkenstock, Build-A-Bear, Cassandra Unchained, contrarian investing, deep value investing, FUNanc1al, FunFund Index, hedge fund managers, hedge funds, LEAPS, MELI, MercadoLibre, Michael Burry, Michael Burry 2026, Michael Burry AI bubble, Michael Burry AI short, Michael Burry portfolio, Michael Burry stocks, Micron, MU, Palantir, PLTR, put options, QXO, Scion Asset Management, Scion Capital, semiconductor short, semiconductor stocks, SFM, SOXX, Sprouts Farmers Market, The Big Short, value investing
Cartoon illustration of Michael Burry rocking out with a heavy metal guitar while holding a Regeneron pill bottle, symbolizing his big bet on biotech.

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?

 

Read entire article

Tags: Biotech Stocks, Buy REGN, Dupixent, Eylea, Funanc1al Investing, Funanc1alEdge, Hedge Fund Moves, Investing Trends, Michael Burry, Regeneron Pharmaceuticals, REGN, REGN Stock, Scion Asset Management, Value Investing in Biotech
A cartoon-style digital illustration of an Estée Lauder perfume bottle glowing under a spotlight, with a bullish stock chart behind it, flanked by a confident investor holding makeup brushes like torches—symbolizing the brand’s potential turnaround.

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? 💄📈

Read entire article

Tags: Beauty stocks, China Recovery, contrarian investing, DIrector Buying, dividend stocks, EL stock, Estée Lauder, Fragrance Stocks, Funanc1al, Funanc1al for Investors, Funanc1al Investing, Funanc1alInvesting, Insider Buys, Investing When New Management, Luxury Investing, Michael Burry, New CEO, Scion Asset Management, Turnaround Stocks, Value Plays