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

To: Ccube who wrote (77866)	8/14/2025 5:31:27 PM
From: Sean Collett	Read Replies (2) \| Respond to of 78476

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