He is one of the few investors who successfully shorted the housing market heading into the great financial crisis and he made out like a bandit. The key to farmland's long-term outperformance appears to be its stability during times of crisis. The company started 2007 with $36 billion in equity. You can read some of Michael Burry's letters here - Scion Capital Shareholder Letters. Cathie Wood claims she isn't worried about a "big short" on her flagship exchange-traded fund, ARK Innovation. I know I did not watch a single game of March Madness, even with my alma mater UCLA racing to the Final Four. Risk management need not be more complicated than this. However, C3.ai, Inc. (NYSE:AI) lost value after a short report by . ", Read more: Why US home prices could fall 20% this year and which cities and regions will see the largest declines, according to KPMG. As 2005 came to a close, this is exactly what happened, and this is why I find many more recent deals much less attractive from a shorts perspective than mid-2005 deals. Scion Capital is closing its dedicated Asian investment funds and returning capital to investors in those funds. michael burry portfolio performance There remains substantial upside should one or more of the companies underlying our credit shorts encounter more distress or actually default. I have found markets to be anything but random, and I find many of the future events that are bound to be dismissed as random or explainable only in hindsight in fact can be foretold in time with the rhythm of history. In fact, the apparent credit support under each rated tranche will grow during the first year or two. Consumer confidence is currently at levels not seen since the invasion of Iraq - and with much better justification now than then. David Einhorn's Greenlight Capital 1Q Investor Letter. The SCM Qualified Value Fund is a Cayman Islands investment vehicle that feeds into the domestic Scion Qualified Value Fund. SEC.gov | HOME Michael Burry of 'The Big Short' says he has found the next - CNBC Michael Burry warned last year that US consumers would run short of money in the face of historic inflation and surging borrowing costs. The firm's 13F filings revealed that Scion. Recently, the stocks of financial companies announcing additional write-downs have shown resiliency, often rising on the news. I imagine the shares of these companies, in most cases, will become very boring before they become attractive again. An aggregator for Burry content. Through Scion, he correctly predicted the 2008 real estate market crash, earning a fortune in the process.

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