Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Chit Chat Stocks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Chit Chat Stocks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Michael Burry: The Ultimate Deep Value Investor

1:09:44
 
Share
 

Manage episode 466273733 series 2667710
Content provided by Chit Chat Stocks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Chit Chat Stocks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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

*****************************************************

JOIN OUR FREE CHAT COMMUNITY:https://chitchatstocks.substack.com/

*********************************************************************

Sign-up for a bond account atPublic.com/chitchatstocks

A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See ourFee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. Seehttps://public.com/disclosures/bond-account to learn more.

*********************************************************************

FinChat.io is The Complete Stock Research Platform for fundamental investors.

With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

Use our LINK and get 15% off any premium plan:finchat.io/chitchat

*********************************************************************

Sign up for YellowBrick Investing to track the best investing pitches across the internet:joinyellowbrick.com/chitchat

*********************************************************************

Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.

To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/

*********************************************************************

Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

  continue reading

681 episodes

Artwork
iconShare
 
Manage episode 466273733 series 2667710
Content provided by Chit Chat Stocks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Chit Chat Stocks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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

*****************************************************

JOIN OUR FREE CHAT COMMUNITY:https://chitchatstocks.substack.com/

*********************************************************************

Sign-up for a bond account atPublic.com/chitchatstocks

A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See ourFee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. Seehttps://public.com/disclosures/bond-account to learn more.

*********************************************************************

FinChat.io is The Complete Stock Research Platform for fundamental investors.

With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

Use our LINK and get 15% off any premium plan:finchat.io/chitchat

*********************************************************************

Sign up for YellowBrick Investing to track the best investing pitches across the internet:joinyellowbrick.com/chitchat

*********************************************************************

Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.

To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/

*********************************************************************

Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

  continue reading

681 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Listen to this show while you explore
Play