Michael Burry披露了4个价值低估的股票收购和短职位,并列举了长期潜力和市场变化。
Michael Burry reveals four undervalued stock picks and short positions, citing long-term potential and market shifts.
Michael Burry以预测2008年坠机事件闻名, 分享了四股股票-Lululemon, Molina Healthcare, Shift4 Payments和Fannie Mae在他的新的Substack上,
Michael Burry, known for predicting the 2008 crash, has shared four stock picks—Lululemon, Molina Healthcare, Shift4 Payments, and Fannie Mae—on his new Substack, citing undervaluation and potential long-term gains.
他赞成市值在20亿至120亿美元之间的公司, 指出最近三次选择的下降以及法尼·梅在私有化投机中激增.
He favors companies with market caps between $2 billion and $12 billion, noting recent declines in three picks and Fannie Mae’s surge amid privatization speculation.
尽管CEO受到批评,但Burry还透露了Nvidia和Palantir的空头位置,并引用了Keith Gill在2019年发送的电子邮件,称赞他的早期GameStop电话.
Burry also disclosed short positions in Nvidia and Palantir, despite CEO criticism, and referenced a 2019 email from Keith Gill praising his early GameStop call.