Take charge of your financial journey with expert investment insights, stock ideas and market commentary at www.unrivaledinvesting.com! I also recently launched educational courses for enterprising investors that want to learn how to size up Financial Statements and value stocks! Thank you to all the UNRIVALED INVESTING subscribers that keep this channel going!
Really interested in joining the Community. How active are you with interacting and talking to individual members about stocks, investments, and numbers?
not sure of what value we can get from knowing what other investors bought a long time ago (considering the reporting dates compared to actual purchase dates) and at a very different price than today. what information does it tell us? does it tell us the price they bought at? or the price they would sell at? what can we use with this information that is so limited?
shorts don't have to be decleared in the 13F filling, if you look at his stock holdings those are only 138M which is a very small portion of his total portfolio
@@steve0ization If you keep saying "summer is coming" all year round, then when it comes, can you claim you called it out? Summer is cyclic = was going to come anyway. Bury has been saying "summer will come after winter" for a very long time
Nlight technology is superior to that of Coherent. This is not to say the stock will move higher or lower, in terms of actual laser applications Nlight is substantially superior.
Burry's theses are always very exciting and always a good basis for discussion. Some people laugh at burry, but i think we should take him very seriously, hardly any investor or fund manager understands more about microeconomics and macroeconomics than burry. A look at his portfolio is always very exciting too, but unfortunately not particularly valuable for most of us, since Burry pursues a different strategy than most of us and his strategies are often geared towards the short term, which means that copy or just understanding his investments based on quarterly reports is practically impossible.
I really enjoy your videos and think you have valuable insights on many companies, but I'll never understand your hype on Burry. His portfolio activity gives zero value to avarage value investor.
Michael Burry is more or less a "pretender"...writting SELL on Twitter while buying stocks...sorry, but I still wonder why you and other TH-camrs still mention him...arent't there much better (and honsest) fund managers to mention instead of MB?
Why do TH-cam finance channel keep on referring to Burry. He is no longer relevant. Daniel you are 100 times more relevant than Burry. I mean you really are!
I don't think anyone should listen to him. He is sitting on decent gains thanks to his well timed shopping spree. He has been saying sell for over a year, but forgot to tell us to buy when he purchased. I think he should STFU or tell us all.
Unsure why, if you're a long term bull investor who lives a positive and happy life, would you EVER take advice from a miserable, doomsaying misery who listens to death metal and trades shares like he trades tissues?
Take charge of your financial journey with expert investment insights, stock ideas and market commentary at www.unrivaledinvesting.com! I also recently launched educational courses for enterprising investors that want to learn how to size up Financial Statements and value stocks! Thank you to all the UNRIVALED INVESTING subscribers that keep this channel going!
Really interested in joining the Community. How active are you with interacting and talking to individual members about stocks, investments, and numbers?
@@garytruman2880 Online nearly everyday with our exclusive Discord server available for annual subscribers!
Are you ready for STNE earnings?
If you watch between 7:28 and 7:33, what are those white/invisible running lines on the ceiling to the left of Daniels head?
he just received some juicy dividends
Thanks for the video bro!
not sure of what value we can get from knowing what other investors bought a long time ago (considering the reporting dates compared to actual purchase dates) and at a very different price than today. what information does it tell us? does it tell us the price they bought at? or the price they would sell at?
what can we use with this information that is so limited?
Didn't he just tweeted last week "SELL"?? 🤦
😂
shorts don't have to be decleared in the 13F filling, if you look at his stock holdings those are only 138M which is a very small portion of his total portfolio
Jedi mind tricks
@@steve0ization If you keep saying "summer is coming" all year round, then when it comes, can you claim you called it out? Summer is cyclic = was going to come anyway.
Bury has been saying "summer will come after winter" for a very long time
Yup his buys were q4 , maybe he changed his mind by this year... but yah it's a small portion of his portfolio
Love your channel Daniel.
Can I request you for a deep dive on $TTD and their latest earnings?
What do you think about amcx selling for 3x fcf?
Nlight technology is superior to that of Coherent. This is not to say the stock will move higher or lower, in terms of actual laser applications Nlight is substantially superior.
you can see some of how international holdings on tikr terminal
Thoughts on Burry's "memesters death spiral" tweet back on the 9th?
Burry's theses are always very exciting and always a good basis for discussion. Some people laugh at burry, but i think we should take him very seriously, hardly any investor or fund manager understands more about microeconomics and macroeconomics than burry.
A look at his portfolio is always very exciting too, but unfortunately not particularly valuable for most of us, since Burry pursues a different strategy than most of us and his strategies are often geared towards the short term, which means that copy or just understanding his investments based on quarterly reports is practically impossible.
okok, but now a video on uncle buffett pls. :D
All the Michael hate.Take it easy on him. He’s on the spektrum. When you get past the noise, he’s brilliant
He may just have to hold something. Not a lot of people going to stay in a hedge fund that’s all in cash
I really enjoy your videos and think you have valuable insights on many companies, but I'll never understand your hype on Burry. His portfolio activity gives zero value to avarage value investor.
Agreed. He calls to BUY and SELL like 30 times a day
Michael Burry is more or less a "pretender"...writting SELL on Twitter while buying stocks...sorry, but I still wonder why you and other TH-camrs still mention him...arent't there much better (and honsest) fund managers to mention instead of MB?
Great video! Thank you.
Thank you for the kind feedback!
What I have seen from Michael Burry for the past few years is that he is not investing, but frequently trading in and out of positions.
Exactly my thought. Why would I listen to his opinion if he seems to change his mind every quarter.
Why do TH-cam finance channel keep on referring to Burry. He is no longer relevant. Daniel you are 100 times more relevant than Burry. I mean you really are!
I don't think anyone should listen to him. He is sitting on decent gains thanks to his well timed shopping spree. He has been saying sell for over a year, but forgot to tell us to buy when he purchased. I think he should STFU or tell us all.
Burry at this point is just an alucinating lunatic
SELL! ...... ur penny stocks
Unsure why, if you're a long term bull investor who lives a positive and happy life, would you EVER take advice from a miserable, doomsaying misery who listens to death metal and trades shares like he trades tissues?
He is flip flop
What stocks are in your portfolio?