325- Michael Burry’s 13F Report

InvestED: The Rule #1 Investing Podcast

Phil Town & Danielle Town

Business, Investing

4.6 • 1.6K Ratings

🗓️ 13 July 2021

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

Michael Burry is an American investor, hedge fund manager, and physician. Burry is one of the most renowned names in the hedge fund industry, managing over $1 billion in assets. Michael Burry has been in the news recently after regulatory filings revealed that he had PUT options on more than 800,000 shares of Tesla (TSLA). There has also been information released on which stocks he plans to sell, including The Allstate Corporation (ALL), Discovery, Inc. (DISCA), The GEO Group, Inc. (GEO), and Ares Capital Corporation (ARCC). But what can people do with this information? Coattailing is a popular technique in investing. When you use coattail investing strategies on some of the best investors, you’re essentially looking and copying the people who we know have made enormous rates of return over 20 and 30 year periods of time. Some examples of these types of investors are Michael Burry, Charlie Munger, Warren Buffett, David Einhorn, and Bruce Berkowitz. So, how can you coattail the best investors? Investors who manage more than $100 million dollars have to file what they bought and what they sold every quarter with the SEC. All you have to do is look it up. It’s free information. Find out what investors you want to copy and then go to the SEC website and look at what they are buying and selling every quarter. They have to file every 90 days, so check to make sure the price of the stock is still around what they paid for it. If you like the company, which is critical, apply the Four Ms of investing and make sure it’s on sale for an attractive price. In this episode of InvestED, Phil and Danielle discuss Michael Burry’s 13F filings and why it’s important to do your own research as an investor. If you want to learn more about finding quality stocks based on the Four Ms of investing, download this FREE guide: https://bit.ly/3r4L2Lb Topics discussed in this episode: Michael Burry SEC Reporting Leveraged investments Options Pfizer stock Google stock Tesla stock Picking stocks Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	This episode is brought to you by Shopify.
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0:12.0	Shopify is revolutionising millions of businesses worldwide.
0:17.0	So sign up for a £1 per month trial period at Shopify.co.uk
0:23.0	Ask podcast 23 all lowercase and take your business to the next level today.
0:34.0	Hey everybody, this is Phil Town.
0:36.0	And this is Daniel Town.
0:37.0	Welcome to the invested podcast where we are actively pursuing knowledge about investing.
0:45.0	Oh yes.
0:46.0	Warren Buffett style.
0:48.0	Yeah.
0:49.0	I like.
0:50.0	Yes, actively pursuing knowledge.
0:51.0	We need a bunch of Charlie Munger quotes about all these things.
0:55.0	And I've sort of grown a little weary of the Charlie Munger quotes to tell you the truth.
1:00.0	But it is true that Charlie and Warren believe that if you just keep learning in your life,
1:05.0	you're going to be successful.
1:06.0	If you just keep learning, you just keep plugging away.
1:10.0	And I think that's the value of a podcast like this is that we just keep unpeeling or peeling the onion here,
1:18.0	unfolding the knowledge as we understand it.
1:22.0	That Charlie and Warren have written about and spoken about for 60 years,
	...

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