Deep Value Investing

Michael Burry's Contrarian Philosophy


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This episode  offers a comprehensive analysis of Michael Burry, portraying him as a quintessential modern contrarian investor whose career is defined by going against prevailing market sentiment. It details his unique background, including his medical training, and how his rigorous data analysis and unwavering conviction enabled his famous prediction and profitable bet against the 2008 subprime mortgage crisis. The document explores his investment philosophy, emphasizing deep value, risk management, patience, and the exploitation of market inefficiencies driven by behavioral finance, while also discussing his subsequent high-profile GameStop and China tech investments. Finally, it summarizes key takeaways from his approach and acknowledges challenges like timing issues and managing investor psychology.


Youtube: https://www.youtube.com/@TheDeepValue

Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697

Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q


Disclaimer: This content only expresses the views of the author(s) as of the date indicated and such views are subject to change without notice. All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing!

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