"I'm a massive fan of Dr. Michael Burry, the man played by Christian Bale in The Big Short, not only because he's made some incredible (albeit high-stakes) calls, even in the years that followed his big bet against the U.S. housing market, but because he's a very interesting individual who stands out as the ultimate contrarian. Even when there's investor resistance, he has conviction. And whenever you match doctor-level smarts (yes, he's a real medical doctor) with a contrarian mindset"
"Though the Great Financial Crisis (GFC) and the Big Short were a long time ago, I wouldn't discount Burry's bets. He's still making moves and getting pretty stellar results, especially relative to his hedge fund rivals. In this piece, we'll cover three names that Burry picked up for Scion Asset Management in the second quarter of 2025. Undoubtedly, Burry was an aggressive seller in the first quarter, paring everything but one name."
Dr. Michael Burry purchased stakes in LULU, REGN, and UNH for Scion Asset Management during the second quarter of 2025, identifying them as oversold value opportunities. Burry previously executed aggressive selling in the first quarter, paring nearly all positions except one, then shifted toward selective long positions amid market weakness. The investor's contrarian approach combines medical training, analytical rigor, and firm conviction, enabling bold, sometimes high-stakes trades. Market corrections such as the Liberation Day sell-off provided potential entry points to acquire discounted shares. Historical success, including his Big Short-era positioning, informs continued risk-tolerant, value-driven stock selection.
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