Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Ccube who wrote (77866)	8/14/2025 5:31:27 PM
From: Sean Collett	Read Replies (2) of 78505

From what I read of Dr. Burry he ran tight stops so....yeah he would have covered on any call/put/short. Never think otherwise. Looking at a 13F is looking at old data and especially with Scion where they move in and out of positions very quick. More so with options. His 13F already dropped though: Lot of call options which would have done pretty well. Likely closed out now too meaning this 13F is meaningless for anyone outside. That said we should probably stick to discussing the individual stocks and not so much the stock picker :) Only thing I will say is 2021 had a catalyst for the decline which was interest rates and fear of inflation. Going from 0.08% to 5.33% left a lot of uncertainly for Mr. Market. Is market bubbly? I think so, but what's the catalyst in 2025? Could be something as there always is, but unless you know exact time the markets will move down then you're better off buying the companies you have researched and valued. If you think market is frothy and getting ready for a downturn then trim positions, setup hedges, move to cash. Probs nothing to be gained from this 13F for you or me though ;) -Sean

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next