Michael Burry

Michael James Burry is a prominent American investor and hedge fund manager, best known for founding Scion Asset Management. Burry gained significant recognition for his prescient bets against the subprime mortgage market, which were famously depicted in the book and film "The Big Short." His investment philosophy often emphasizes deep value and a contrarian approach, reflecting his medical training and analytical mindset. In November 2025, he announced the closure of Scion Asset Management and the launch of a new Substack newsletter, Cassandra Unchained, marking a new chapter in his career. Scion Asset Management, based in California, became well-known for its unique investment strategies that capitalized on market inefficiencies. The firm has a history of making bold moves, particularly during periods of market volatility. Its approach has included significant investments in technology and healthcare sectors, where it has identified potential for substantial growth. Between August 14, 2024, and November 3, 2025, Burry's disclosed trading record reveals a dynamic strategy characterized by numerous exits and position adjustments. The firm reported a significant move involving Palantir Technologies Inc (PLTR) valued at $912.1 million, alongside a diverse portfolio that included notable positions in JD.com, Alibaba, and Molina Healthcare. With 95 disclosures over this time frame, the firm demonstrated a concentrated focus on consumer cyclical and healthcare sectors.