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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: E_K_S who wrote (66245)1/27/2021 9:22:06 AM
From: E_K_S  Read Replies (1) | Respond to of 78777
 
LUMN was one of the companies on his portfolio list but I do not see it from his last update.

Tracking Michael Burry’s Scion Asset Management Portfolio – Q3 2020 Update




To: E_K_S who wrote (66245)3/8/2021 3:37:36 PM
From: Madharry1 Recommendation

Recommended By
petal

  Read Replies (1) | Respond to of 78777
 
investors seem to be all in on reopen and industrial versus high multiple growth today. I guess for us we have to figure out when growth becomes value and how much one-sidedness our portfolio can tolerate. price of lumn acting nicely today as well. Nice having yield and appreciation!