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Sometimes investing is really that easy.
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Cassandra Unchained
851 posts
Cassandra Unchained
@michaeljburry
Official X account for Michael Burry, MD, called "Cassandra" by Warren Buffett. Now on Substack with the full story.
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Joined November 2011
- Sometimes, we see bubbles. Sometimes, there is something to do about it. Sometimes, the only winning move is not to play.
- Me then, me now. Oh well. It worked out. It will work out
- Understating depreciation by extending useful life of assets artificially boosts earnings -one of the more common frauds of the modern era. Massively ramping capex through purchase of Nvidia chips/servers on a 2-3 yr product cycle should not result in the extension of useful
- Fake news! I am not 5’6” (not that there is anything wrong with that). And journalists reporting on 13Fs, none more fake.
- These aren’t the charts you are looking for. You can go about your business.
- Doesn’t surprise me one bit that Alex Karp and his “ontology” @PalantirTech cannot crack a simple 13F. A fundamental principle of any rigorous ontological/epistemological model - whether philosophical or in data science – is recognizing when your information set is insufficient
- 2025 study, 2020 tweet, my first and last words on COVID. sciencedirect.com/science/articl…
- Author Michael Lewis has a terrific podcast called Against the Rules available on Apple, Spotify etc. Michael is interviewing me very soon for the 10th anniversary of the movie $TheBigShort and the 15th anniversary of his book. This will be part of a series of podcasts called
