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


To: Sean Collett who wrote (77867)8/14/2025 6:07:39 PM
From: Ccube  Read Replies (3) | Respond to of 78958
 
Actually Burry posted on X .... BUY (even Burry is saying Buy this market)
showing him selling all the put position.
adding lots of buys like UNH etc.... must be the new 13F he is about to file

I would post it here but I'm having a problem with my email on my IPAD (share photo)... and I'm only using X on my IPAD



To: Sean Collett who wrote (77867)8/14/2025 6:31:44 PM
From: Ccube  Respond to of 78958
 
I agree. can't follow Burry. 13F is lagged by at least 2 months. But it shows that he can trade (market time)
At least Stanley keeps some position for multi years so I keep track and buy them on the dips (like a major correction of 30% or more) If I find the company interesting.

It reminds me of 2021 because then it rallied and keep going up then IPO, SPAC etc.... major melt up.
I just have that vibe that this rally will do something similar .... just keep going and going till everyone is forced to buy.

Then a shoe drops.... no idea what but.... inflation? liquidity problem? War with China? jobs?
something will trip this market up in late 2025 or early 2026 I think.
Although I think. I'm overthinking. and have problem pulling the trigger (or pull the trigger too late)