Part 5 of 7: Michael Burry’s New Holdings – WWW
Famed investor Michael Burry recently added 7 companies to his hedge fund’s portfolio (Scion Asset Management). He appears to be going all in on discretionary and industrial sectors as we look to a potential economic downturn on the horizon. We’ve already helped investors make sense of whether they should take long positions of their own in the first four [...]
Part 4 of 7: Michael Burry’s New Holdings – JD
Welcome to part 4 of our 7-part series analyzing Michael Burry’s latest additions to Scion Asset Management. We’ve already unpacked BKI, COHR, and BABA - three stocks that make up 41% of the portfolio. But today, we’re going to determine whether you should fade or follow Burry’s decision to take a long position in JD.com. The famed investor recently [...]
Part 3 of 7: Michael Burry’s New Holdings – Alibaba
Michael Burry - founder and manager of Scion Capital - has recently stacked his portfolio with seven new positions in companies he believes are primed to continue growing despite uncertain economic conditions. We’ve already discussed two of his positions - COHR and BKI - but today, we’re taking a look at a 3rd company Burry made a stake in [...]
Chubb Limited Rated a Buy by Barron’s: Does VectorVest Concur?
Chubb Limited (CB:NYSE) is the global leader, and largest publicly traded provider of property and casualty insurance in the world, as well as provider of reinsurance, health, accident, and life insurance with operations in 54 countries and territories. The company headquarters is based in Zurich, Switzerland and there are 34,000 employees with annual revenues of $41 billion. Interestingly, the [...]
Part 2 of 7: Michael Burry’s New Holdings – Coherent
Famed investor Michael Burry recently unveiled 7 stocks he’s added to the Scion Asset Management portfolio. As all signs point to an economic downturn on the horizon, Burry still believes these stocks have the opportunity for growth. And in this series, we’re going to examine them through the lens of VectorVest to determine if any of these stocks belong [...]
Part 1 of 7: Michael Burry’s New Holdings – Black Knight
Recently, Michael Burry - manager of Scion Asset Management - unveiled new stakes in 7 different companies. The famed investor pointed toward a looming economic downturn for the year ahead just a few months ago - and he feels these companies still have the opportunity for growth. Today, we’re taking a look at one stock addition that now makes [...]
