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Strategies & Market Trends : Value Investing
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From: Paul Senior11/2/2019 1:03:33 AM
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My view of M. Burry's presumed holdings:

GME and TLRD. I've no interest
GSKY and SPWH. I've no interest.
DIS. I continue to hold my few shares.
CAH. I have MCK in that subsector, and that's enough for me.
WDC. Closed out my position at a loss.
FDX. Holding on to my losing position.
CLF. Adding as shares fall. New plant coming on line. Insiders buying.
GOOG. I've held a full position for several years.
BABA. I hold a full position. Added shares today on today's favorable quarterly report.
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