Master Investors Excerpt 内容归档
共 32 篇 · 第 1 / 1 页
- Michael Burry: "The market has jumped the shark"
- Burry's new numbers: 87% of VC goes to AI — and that's worse than 1999
- Grantham: AI spending saved the economy — now it will shred tech profits
- Ackman: AI will create a labor shortage
- Burry: Mega IPOs won't break this bull market
- Burry: NVIDIA is riding a bullwhip — and the bezzle is waiting
- Burry on tokenized stocks: don't open that door
- Burry: Nvidia is "clearly Cisco" — not Enron
- Burry owns Adobe, considers shorting CrowdStrike
- Burry names AI overconsumption: "tokenmaxxing"
- Grantham: AI turned Mag 7 monopolies into one war
- Burry: "One can never make very much shorting"
- Dalio: being right about AI and losing money are not mutually exclusive
- Burry posts a cryptic poem: "until clouds darken"
- Burry on LULU: "The least cheery consensus I have seen"
- Dalio: U.S. debt is "past the point of no return"
- Burry: LULU is as hated as GME was in 2019
- Burry buys HCA Healthcare: "insanely efficient compounder" at tangible book value
- Chanos: SpaceX is a $1.75T hopes-and-dreams IPO
- Howard Marks broke 65 days of silence on the day SpaceX priced its IPO
- Burry buys PYPL, ADBE, BABA, VEEV
- Klarman: this market is a bubble, credit is next
- Burry: FISV's CEO exit is a thesis violation — not a sell signal
- Ackman: A failed SpaceX IPO could crack the market
- Grantham: seven monopolies just became a dogfight
- Burry's WBD fable: stocks detach, then snap back
- Burry to Treasury: cancel the Fannie/Freddie preferred stock, please
- Marks: the market has more than doubled on optimism
- Grantham names the Mag 7 endgame: "unmonopoly"
- Burry on Palantir: "No sign of capitulation yet"
- Burry on LULU: "Bad management is a value investor's best friend"
- Burry: Technical, not fundamental