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Strategies & Market Trends : Burryology

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From: Sean Collett10/17/2023 12:12:05 PM
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I came across this from one of the annual letters Dr. Burry wrote to his fund in 2001. Seems to ring true to many stocks today.



Today the market still seems to be trying to find growth in the midst of equity overvaluation. There are many companies that have been beaten down today and have not rallied with the market. I think the value of FCF is being discounted today as investors still try to find the next growth stock.

-Sean
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