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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (26399)11/4/2025 9:20:47 AM
From: carranza22 Recommendations

Recommended By
da_spot
Kirk ©

  Read Replies (2) | Respond to of 26439
 
I have followed Burry’s filings, noting that he has been very, very, wrong in the main for a long time. The recent massive shorting almost seems like an act of desperation.

His strength lies in value investing, not shorting, despite all the Big Short hoopla.

I followed him into McKesson a while back. He dropped it, I kept it for significant profits. Still hold it. It is part of the reason I think that he’s not all he’s cracked up to be. Nonetheless, a lot of people (sheep) follow him.

Shorting PLTR is risky.

I would be very leery of shorting a company with the results it showed yesterday. It doesn't much matter to me, my purchases were made at an average of 17 and change. And definitely not selling unless something truly egregious pops up, which is doubtful.



To: Kirk © who wrote (26399)11/4/2025 9:30:17 AM
From: robert b furman  Read Replies (1) | Respond to of 26439
 
Good morning Kirk,

Somewhere in that run up from $6.00 to $190.00, there are a lot of people who are momentum speculators, many of which are nimble and others who have greed bubbling in their blood who think they are geniuses.

Some will have a multibagger, others will have a horrific decline that will end in capitulation.

Best not to be margined up unless one is very nimble, or hedged ,pretty sure Burry is both.

Bob



To: Kirk © who wrote (26399)11/4/2025 2:43:33 PM
From: da_spot  Respond to of 26439
 
Would be interesting to see how this plays out :)

Meanwhile, Uncle Cleo's in the other camp:



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