Biography

Dr. Michael Burry is the founder of Scion Asset Management and was famously portrayed by Christian Bale in the film "The Big Short." Originally a medical doctor, he gained legendary status for being one of the first investors to recognize and bet against the subprime mortgage bubble in the mid-2000s. He is known for his eccentric personality, his deep fundamental research, and his frequent "doom and gloom" warnings on social media.

Investment Philosophy

Burry is a "Scion of Value." He looks for deep-value opportunities that others are ignoring or running away from. His philosophy is rooted in the early teachings of Benjamin Graham but with a modern, cynical twist. He is a contrarian who is willing to be early (and look wrong for a long time) as long as his math is correct. He often focuses on "icky" stocks—companies in troubled industries or facing legal/regulatory hurdles that suppress their price.

Current 13F Portfolio Update