Equity Mates Investing Podcast cover image

Australia's best asset class, Michael Burry sells everything & buying property with mates

Equity Mates Investing Podcast

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Investor Moves and Market Skepticism

This chapter explores the recent portfolio decisions of a notable investor who has significantly shifted their stock holdings, focusing on their sole remaining position in Estee Lauder. The discussion includes an analysis of Estee Lauder's financial performance, the investor's past strategies, and the potential impact of their short positions on market dynamics.

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