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Strategies & Market Trends
Burryology

An SI Board Since October 2021

Posts	SubjectMarks	Bans
39	8	0

Emcee: Harshu Vyas	Type: Moderated

Introduction Compact

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Reply	Message Preview	From	Recs	Posted
39	Has El Jefe awakened? Have been in a funk lately and this made me a bit happy.	Sean Collett	-	Wednesday
38	This one seems a bit of a restatement of history, yeah? Dr. Burry tweeted that	Sean Collett	-	March 27
37	[X] The S&P 500 is up 57% since Michael Burry said, "Sell." pic.twitter.com/D5O	zax	-	11/29/2024
36	GEOS I am probably too early in my entry and likely screwed up as support isn	Sean Collett	1	5/26/2024
35	I noticed. Looks like some roadkill because of the revenue BUT with the buybacks	Sean Collett	-	5/26/2024
34	Saw GEOS is in your favourite stocks. I've tried to figure it out and I like	Harshu Vyas	-	5/25/2024
33	I'd be careful here. Seems revenues + profits are falling off a cliff in rec	Harshu Vyas	-	5/25/2024
32	I also was tempted by China a few months back, but think it's madness. It	Harshu Vyas	-	5/25/2024
31	Also, since this is a Burryology board, anyone have any thoughts on the recent B	Sean Collett	-	5/25/2024
30	One with some likely support is MCFT (MasterCraft Boat Holdings, Inc) so I made	Sean Collett	-	5/25/2024
29	$SGU looks very attractive. Too scared to jump in now; waiting for a low to form	ndxcharm	-	5/21/2024
28	Nice. They're buying both stock and debt back aggressively. As I say, I just	Harshu Vyas	-	5/21/2024
27	I added a position of CCSI on 5/10 at $18.58/s and up to $20.13/s (8.3%). Thank	Sean Collett	-	5/20/2024
26	They were a spin off from ZD. I think it's very reasonable. I just didn'	Harshu Vyas	-	5/10/2024
25	Hmmm not a bad pick looking at it quickly. Revenue is barley down, debt is trend	Sean Collett	-	5/10/2024
24	What about CCSI? 4x FCF, 4x earnings, 3x forward earnings. I know you like FCF.	Harshu Vyas	-	5/10/2024
23	So less traditional value and more contrarian plays and felt they fit the "	Sean Collett	-	5/10/2024
22	Closed this out today at $1.55/s. Probably has more to go but I got the 50% I wa	Sean Collett	-	3/1/2024
21	Been thinking about those Alphabet and Amazon positions - I think it's a lit	Harshu Vyas	-	2/25/2024
20	I missed that turnover quote (or failed to understand it when I last read it) so	Harshu Vyas	-	2/14/2024
19	Speaking of road kill, I picked up shares on the OTC for LTRPA as it's moved	Sean Collett	-	2/14/2024
18	I'm not disagreeing on support as it is clearly there as I noted. My point w	Sean Collett	1	2/14/2024
17	Disagree about QRTEA - there's definitely support there so that's not hi	Harshu Vyas	-	2/14/2024
16	<< Plus, the consistently high portfolio turnover - this is not what he us	Sean Collett	-	2/14/2024
15	Dr Burry's 13F has been filed and I can't help but wonder if this is rea	Harshu Vyas	-	2/14/2024

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