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5 minutes ago, formthirteen said:

One of Buffett's favorites Greg Alexander sold all BABA and bought YNDX (no longer trading for obvious reasons):

https://www.dataroma.com/m/holdings.php?m=CM

 

Biggest holding EQH.

 

 

Might be a very stupid questions but what's the difference between Conifer and Acacia? 

 

I believe this is the first time I've ever heard of Conifer so thanks for posting this. 

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Michael Burry (Scion Asset Management, LLC) filed today again. Cheers!

 

https://fintel.io/i/scion-asset-management-llc

 

https://www.sec.gov/edgar/browse/?CIK=1649339

 

https://www.sec.gov/Archives/edgar/data/0001649339/000156761922010747/0001567619-22-010747-index.htm

 

https://www.sec.gov/Archives/edgar/data/1649339/000156761922010747/xslForm13F_X01/form13fInfoTable.xml

 

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
      VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305 18,079 6,500 SH   DFND 1,2 6,500 0 0
APPLE INC COM 037833100 35,970 206,000 SH Put DFND 1,2 206,000 0 0
BOOKING HOLDINGS INC COM 09857L108 18,788 8,000 SH   DFND 1,2 8,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 21,909 300,000 SH   DFND 1,2 300,000 0 0
CIGNA CORP NEW COM 125523100 17,971 75,000 SH   DFND 1,2 75,000 0 0
DISCOVERY INC COM SER C 25470F302 18,728 750,000 SH   DFND 1,2 750,000 0 0
GLOBAL PMTS INC COM 37940X102 9,127 66,700 SH   DFND 1,2 66,700 0 0
META PLATFORMS INC CL A 30303M102 17,789 80,000 SH   DFND 1,2 80,000 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 14,362 76,200 SH   DFND 1,2 76,200 0 0
OVINTIV INC COM 69047Q102 16,221 300,000 SH   DFND 1,2 300,000 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 2,673 250,000 SH   DFND 1,2 250,000 0 0
STELLANTIS N.V SHS N82405106 9,762 600,000 SH   DFND 1,2 600,000 0 0
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7 hours ago, berkshiremystery said:

He had last year a $2B equity portfolio, and now only reporting approx. $200M, its seems he has about 80-90% cash ?

 

 

$291 million AUM as of December 31, 21.

 


crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=779

 

 

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On 5/16/2022 at 5:24 PM, berkshiremystery said:

Michael Burry (Scion Asset Management, LLC) filed today again. Cheers!

 

https://fintel.io/i/scion-asset-management-llc

 

https://www.sec.gov/edgar/browse/?CIK=1649339

 

https://www.sec.gov/Archives/edgar/data/0001649339/000156761922010747/0001567619-22-010747-index.htm

 

https://www.sec.gov/Archives/edgar/data/1649339/000156761922010747/xslForm13F_X01/form13fInfoTable.xml

 

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
      VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305 18,079 6,500 SH   DFND 1,2 6,500 0 0
APPLE INC COM 037833100 35,970 206,000 SH Put DFND 1,2 206,000 0 0
BOOKING HOLDINGS INC COM 09857L108 18,788 8,000 SH   DFND 1,2 8,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 21,909 300,000 SH   DFND 1,2 300,000 0 0
CIGNA CORP NEW COM 125523100 17,971 75,000 SH   DFND 1,2 75,000 0 0
DISCOVERY INC COM SER C 25470F302 18,728 750,000 SH   DFND 1,2 750,000 0 0
GLOBAL PMTS INC COM 37940X102 9,127 66,700 SH   DFND 1,2 66,700 0 0
META PLATFORMS INC CL A 30303M102 17,789 80,000 SH   DFND 1,2 80,000 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 14,362 76,200 SH   DFND 1,2 76,200 0 0
OVINTIV INC COM 69047Q102 16,221 300,000 SH   DFND 1,2 300,000 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 2,673 250,000 SH   DFND 1,2 250,000 0 0
STELLANTIS N.V SHS N82405106 9,762 600,000 SH   DFND 1,2 600,000 0 0

Burry shorting Apple is interesting, especially when Buffett increased his position a touch. 

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1 minute ago, Ballinvarosig Investors said:

Burry shorting Apple is interesting, especially when Buffett increased his position a touch. 

 

I think is important to remember the differences of style. Buffett basicaly thinks 10 years ahead, while Burry thinks maybe some months or years ahead.

 

Apple could be short for the short term and a long for the long term at the same time.

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