Michael Burry’s Portfolio Explained | Scion Asset Management Breakdown
12:00
YouTubeInvestor Portfolio Podcasts
Michael Burry’s Portfolio Explained | Scion Asset Management Breakdown
Michael Burry is known for contrarian thinking and concentrated bets. In this episode of PortfolioCasts, we break down Scion Asset Management’s portfolio — including Molina Healthcare, Lululemon, and SLM — and explore the investment logic behind these positions. This episode focuses on portfolio construction and investor mindset, not ...
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