Michael Burry's complete holdings, per his Substack
Top tier (disclosed %):โข Lululemon $Lululemon(LULU.US) [Long, 17.4%] โข MercadoLibre $Mercadolibre(MELI.US) [Long, 12%]Second tier (9% each):โข Molina Healthcare $Molina Healthcare(MOH.US) [Long]โข Temple & Webster $TPW [Long]Third tier (ranked, undisclosed %):โข Zoetis $Zoetis(ZTS.US) [Long] โข Sprouts Farmers Market $Sprouts Farmers(SFM.US) [Long]โข
Share your thoughtsWhat's on your mind?
0 / 2,000
- H
$Mercadolibre(MELI.US) | BTIG ๐บ๐ฎ๐ถ๐ป๐๐ฎ๐ถ๐ป๐ ๐๐๐ on ๐ ๐ฒ๐ฟ๐ฐ๐ฎ๐ฑ๐ผ๐๐ถ๐ฏ๐ฟ๐ฒ, maintains PT at $๐ฎ,๐ญ๐ฑ๐ฌ
- M
Breaking: Michael Burry has disclosed his updated positions
He:โข Bought CoreWeave $Coreweave(CRWV.US) shortsโข Added to Micron $Micron Tech(MU.US) shortsโข Added to Palantir $Palantir Tech(PLTR.US) shortsโข Added to Semiconductor ETF $SOXX shortsโข Added to Mercado Libre $Mercadolibre(MELI.US) longs at $1890sโข Added to Lululemon $Lululemon(LULU.US) longs at $115sโข Added to Molina $Molina Healthcare(MOH.US) at $201โข Bought Sprouts Farmerโs Markets $Sprouts Farmers(SFM.US) shares at $70sโข Bought Temple & Webster $TPLWF shares in low $3sโข Bought Build-a-Bear $Build A Bear(BBW.US) in mid-upper $30sโข Trimmed PayPal $Paypal(PYPL.US)โข Trimmed Veeva $Veeva Systems -CL(VEEV.US)Michael Burry said "The vast majority of people should never short, and likewise should never be on margin." - M
Breaking: Michael Burry has disclosed his updated positions
He:โข Added to Nebius $Nebius(NBIS.US) shorts at $247โข Added to Micron $Micron Tech(MU.US) short at $924โข Added to Oracle $Oracle(ORCL.US) short at $152โข Added to Semiconductor ETF $SOXX shortsโข Added to Mercado Libre $Mercadolibre(MELI.US) longs at $1850โข Added to Zoetis $Zoetis(ZTS.US) long at $73.60Michael Burry said "Nebius is what the top of a boom looks like" expecting the AI crash is incoming - H
$Mercadolibre(MELI.US) | Citi ๐ซ๐๐ข๐ฌ๐๐ฌ ๐๐ on ๐๐๐ซ๐๐๐๐จ๐๐ข๐๐ซ๐ to $๐๐๐๐ from $๐๐๐๐, maintains ๐๐๐ฎ๐ญ๐ซ๐๐ฅ
- S
Nikkei - $JD.com(JD.US) E-Commerce Giant CEO warns "Robots Will Replace 700,000 Delivery Workers".
Per FT's earlier piece last month: The 700,000 delivery personnel working for the firm will be replaced by robots, highlighting how rapid automation has become a new threat to China's already severe job market.Liu Qiangdong, revealed that the company has signed contracts with approximately 120 schools to retrain its delivery workers, enabling them to transition into new roles such as robot repair and maintenance..."Beijing has started to track AIโs hit to jobs as a national priority."This follows other corporate strategy reports like $Amazon(AMZN.US), of avoiding 600,000 future hires with robots. But it's very interesting to see the shift in worker roles to robot support. Maybe $Doordash(DASH.US) to $Uber Tech(UBER.US) to $Mercadolibre(MELI.US), we'll all start to see this rollout following China. There's a lot of retail disbelief over humanoid/robotics commercialization. But feels like the direction industry is heading down is pretty clear. - W
Getting tight at the lows with insider conviction ๐ $Mercadolibre(MELI.US)
- H
$Mercadolibre(MELI.US) | Morgan Stanley ๐ฆ๐๐ข๐ง๐ญ๐๐ข๐ง๐ฌ ๐๐ฎ๐ฒ on ๐๐๐ซ๐๐๐๐จ๐๐ข๐๐ซ๐, ๐ฆ๐๐ข๐ง๐ญ๐๐ข๐ง๐ฌ ๐๐ ๐๐ญ $๐,๐๐๐
- N
$Sea(SE.US) Southeast Asian e-commerce and fintech company Sea also dominates its region, much like MercadoLibre. However, its shares have traded down sharply over the past year. The company's margins dipped while it defended its territory through seller incentives and various promotions. While this is a reasonable reaction from the market, I think it has been overdone -- especially as Sea grew sales by 47% in its latest quarter. Best yet, Sea's VIP membership grew by 40% to over 10 million customers, and Brazil remained the fastest-growing market for Shopee. In general, the ecommerce sector is suffering from the macro concerns of inflation & the Middle East war, but long term it should technically recover. @Bridge Buzz SG
Trade Showcase: Trade, Show & Earn Rewards! - H
โก ๐๐๐๐๐๐: The "Big Short" investor Michael Burry said Tuesday that he added to his MercadoLibre and Zoetis positions. - $Zoetis(ZTS.US) $Mercadolibre(MELI.US)
