Value investing blog michael burry water

In purchasing a value stock, I usually look for one that has been going sideways for quite some time. This one has taken a recent fall to 14 from over I wonder if you have some comment on why it posted a loss and where the value is. Further, the industry seems so incredibly competitive. I am pretty desperate for some good stocks right now. Value investing for me involves patience, and people who are desperate, lose, IMHO and in my own experience.

Why is a compilation of Dr. In science, knowledge is cumulative. In finance, however, it is cyclical, with market participants making the same mistakes over and over again [3]. One of our commitments to the financial industry is to keep already-learned lessons alive in long-term collective memory [4]. We want to contribute by making financial knowledge less cyclical and more anti-fragile [5]. We are also interested in promoting Dr. When it comes to analyzing companies, we focus on critical value points, paying special attention to cash flow generation something Dr.

Burry also does. As portfolio managers however, we also look at the global environment and macroeconomic trends. In fact, one of the reasons for starting Panda was our having identified agriculture as one of the strongest macroeconomic trends in the coming decades. Others have also made significant contributions to unravelling Dr. We want thank those people in advance, starting with Michael Lewis, the author of The Big Short [6] , a book that we highly recommend not only for telling Dr.

In a summary of Dr. We are also indebted to Tariq Ali, who runs the Street Capitalist blog where we found an extremely interesting article entitled Learning from Michael Burry [8] , which inspired us to write this essay. Burry has a strictly traditional understanding of value. But Burry is not an orthodox believer. He believes that had he been alive today, Graham himself would have used hedging, options and other financial innovations.

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