Sublime
An inspiration engine for ideas
Added 38 new pitches to the website, including (pt 2):
@LatamStocks - $NEXA
@WolfOfOakville - $HASH.V
@BigBullCap - $BRZE (JPM overweight)
@realLigerCub - $LFCR
@k_ristovski - $MANU https://t.co/0WyKo36sZ5
Druck with a massive add to $TEVA. Increased the holding by over 500% and is now his 4th largest holding
(Hedge Fund Watcher feature from the Yellowbrick website) https://t.co/JeEGy3djQq
🚨 Le portefeuille (au 31/12/23) de Michael "The Big Short" Burry est dévoilé !
👉 Etonnant de le voir avec autant de positions, lui qui en 2022, ne détenait que une seule position, Geo Group $GEO, comme un de nos membres 😉
🇨🇳 Ces deux plus grosses positions sont désormais : Alibaba $BAB... See more
Cass and Cheney had their nervous moments, as Dalrymple, like a mini-Rockefeller, expanded into grain elevators, Great Lakes steam transport, and a host of related enterprises. But within just a few years it was clear that the farm operations were a spectacular success. The “Dalrymple farm” had grown to thirty thousand acres by the early 1880s, emp
... See moreCharles R. Morris • The Tycoons: How Andrew Carnegie, John D. Rockefeller, Jay Gould, and J. P. Morgan Invented the American Supereconomy
Portfolio Update:
$HITI — up 67% 🟢
$HIMS — up 319% 🟢
$RKLB — up 503% 🟢
$NBIS — up 12% 🟢
The strongest candidate for my 5th position:
$DLO
It would break my founder-led rule, but I really t... See more
@gurgavin True, here are his new top 15 positions
Alibaba - 6%
JD .com - 6%
HCA Healthcare - 6%
Oracle - 5%
Citi - 5%
CVS - 5%
Nexstar Media - 5%
Google - 5%
Star Bulk Carriers - 5%
Amazon - 5%__... See more
Michael Burry Stock Tracker ♟x.com
Punted $SHRUB
Thesis: Elon's pet
This could have serious upside
(Degen play, dyor) https://t.co/6NW0iYHS5q
We saw Burry’s new big short position yesterday but here’s a list of his recent portfolio additions.
In summary, he is long bulk shippers, oil and gas companies, prisons, banks, media companies and short tech. https://t.co/jlUjIUZl3F