Michael Burry at Vanderbilt

[Rabbitisrich]

Distressed Debt Investing blog published his notes on the speech:

http://www.distressed-debt-investing.com/2011/04/michael-burry-notes-from-vanderbilt.html

[handycap5]

Thank you for posting.  Please let us know if you find any additional notes on the presentation.  I recommend his comments related to the financial crisis investigation, some of which provide insight into how he found the idea. 

[Guest]

I didn't make it out there. Thanks for posting it!

[ubuy2wron]

The comment on the GS orchestrating a short squeeze so that they could take the trade themselves makes my skin crawl ... why would you want to deal with a firm which allows and encourages this corruption.

[prevalou]

Easy to say, but where is the proof ? I read the emails and didn't find any fact that they orchastrated a short squeeze. It's usual GS bashing like McDonald's for the mad cow disease a few years ago or Nike for sweatshops, Wal Mart for bad labor relations, etc.

[Poor Charlie]

For those interested in Mike Burry you can find his message board posts from the late 90’s here:  http://siliconinvestor.advfn.com/profile.aspx?userid=690845