Michael Burry & the Scion Asset Management Portfolio
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Michael Burry & the Scion Asset Management Portfolio
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About this listen
Michael Burry is known for taking positions that go against consensus.
In this episode of PortfolioCasts, we break down the Scion Asset Management portfolio and discuss key holdings such as Molina Healthcare, Lululemon, and SLM.
We explore how Burry thinks about mispricing, concentration, and risk — and what long-term investors can learn from his portfolio construction approach.
Educational purposes only. Not financial advice. Any figures discussed are approximate.
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