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Chit Chat Stocks

Michael Burry: The Ultimate Deep Value Investor

Feb 12, 2025
01:09:44

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.

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