Why Michael Burry Just Sold Half his Stock Holdings

Legendary investor Michael Burry, known for predicting the 2008 housing crash, has made significant changes to his stock portfolio in Q3 2024, cutting his holdings from $102 million to $53 million. This video explores Burry’s shift away from U.S. stocks, including his reduction in banking, energy, and industrial sectors, and his increased investments in Chinese tech companies like Alibaba and Baidu. Is this a signal of growing caution or a contrarian bet on undervalued opportunities?

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[V.stones]

It’s crazy because Burry is known for making big, calculated moves—like when he shorted the housing market back in 2008. When someone like him starts selling off, it makes you wonder what's coming next

[Kaustavpatell]

As an lnvesting enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?.

[GREGG-]

I've just begun learning about value investing, and I've found that many good stocks are undervalued despite their intrinsic value. If you had $200, 000 to create a strong investment portfolio, which stocks would you choose for better returns?

[Wrex]

He predicted 15th recession this year.

[KateLewis-ebwe]

I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Michelle Stewart.

[coffeemilk]

How can you know his portfolio in Q3? It has not been published yet. Could you please give us the source?

[robschild.]

He sold gold because he already got a great return. Why continue the risk at all time highs?

[chantow]

He would have made whopping +50% on his Chinese stock holdings on recent Chinese stock surge, and the surge isnt going to end soon as of the time of writing

[myname-zbbl]

Bury was telling about crash since 2022.

[raoulhery]

Back in 2003, Burry sold most of his portfolio predicting a 2024 bear man is always predicting a krach, he will be right...eventually

[cartman_soc]

that is basicaly a repost, from everywhere else

[DouglasLESLIE-zx]

So this means throw a dart at the board

[dignaga]

"Technology is non cyclical"
?

[dt_lit]

Source for michael burry F13 filings? I know it is the start of the new Q3 quarter but he doesn't have to keep us posted for the next 45 days.

[Sampson-jhyq]

I've got £100k to invest. I want to build a nest egg for when I'm older. I want to know if it's a good idea to add all my savings into a long term ETF, set and forget Come back in 20-30 years, instead of 250-300 DCA every month. Which ETF would you recommend?

[ezBlu.]

this yea he bought baba right on the sweet spot before it rebounded

[HeatherR.Benitez]

"Hey everyone, I'm thinking about teaming up with a seasoned investment advisor because of the latest market trends. Any suggestions?"

[BlackSwan-sqiw]

It’s all about valuation. US stocks are expensive now and Chinese stocks are dirt cheap. That’s it. But Chinese stocks have been in a frenzy surge in the past week. Very soon the opportunities there will be gone too

[Particamuwowo]

Sounds like a positive outlook on things then. So do you think it's best for us who are not conservative investors to focus on bonds or dividend stocks? I want to reallocate my 7-figure portfolio and I preferably want the assets with the best ROI.

[Mike-udxx]

These news are more than 3 months old lol...