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Strategies & Market Trends
Bear!
An SI Board Since April 1998
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Emcee:  Michael Burry Type:  Unmoderated
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291Yeah, I agree the more thought I gave after seeing the details. WBD has had someSean Collett1December 5
290It's literally stupid. The fact is that Warner Bros and Discovery couldn'Harshu Vyas-December 5
289I did just see Netflix is taking on $59B in debt to fund this LOL " NetfliSean Collett-December 5
288To be fair to AOL-Time Warner AOL was playing all sorts of games with revenue anSean Collett-December 5
287More on it - you've effectively turned a capital-lite platform business intoHarshu Vyas-December 5
286OT: But my gosh! Netflix to buy Warner Bros film and streaming businesses for $7Harshu Vyas-December 5
285CLO.... Brings back memories.S. maltophilia-November 20
284[graphic] Per Bloomberg today " A portfolio of private credit loans manageSean Collett-November 20
283More bubbly fun: ... But there’s a lot more to this story, tangled up with yet S. maltophilia1November 19
282Dear Bears, The fun in China continues post Evergrande as " Banks in Asia Sean Collett-November 17
281I continue to watch the events in private credit in amazement. Bloomberg ran thSean Collett-November 13
280RE: ORCL Reanalyzing I got ahead of myself on the FCF portion as I should have aSean Collett-November 12
279RE: ORCL It is interesting looking at the ORCL 10-K. I am no accountant so apprSean Collett-November 12
278Indeed. Buffett called him that here. Twitter/X have not forgiven because theySean Collett1November 10
277I take back some of my comments. Saw Burry's newest bio. Official X accounHarshu Vyas-November 10
276Dr Burry doesn't need defending and you're right about his legacy. As foHarshu Vyas-November 10
275Not that he needs me to defend but I am unsure why you are disappointed in the gSean Collett-November 10
274Honestly, I think he's leant so far into this "Cassandra" fantasy Harshu Vyas-November 10
273Back to AI. Our Emcee posted today: [graphic] Of course if we look at our frienSean Collett-November 10
272Headline this morning - BlackRock Faces 100% Loss on Private Loan, Adding to CrSean Collett-November 10
271Interesting article. Deutsche Bank explores hedges for data centre exposure as Sean Collett-November 5
270I do think AI is a bubble, but I also agree with you in that it's not entireSean Collett1November 4
269Sounds stupid but I think AI isn't really the bubble here. (Quantum is very Harshu Vyas-November 4
268As QT gets ready to end in December I find it interesting that of the 502 tickeSean Collett-November 4
267You can go back to 1995-1999 and see folks writing about the equity bubble. DiffSean Collett-November 1
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