Michael Burry’s Portfolio Explained | Scion Asset Management Breakdown
Автор: Investor Portfolio Podcasts
Загружено: 2026-01-08
Просмотров: 12
Описание:
Michael Burry is known for contrarian thinking and concentrated bets.
In this episode of PortfolioCasts, we break down Scion Asset Management’s portfolio — including Molina Healthcare, Lululemon, and SLM — and explore the investment logic behind these positions.
This episode focuses on portfolio construction and investor mindset, not stock tips.
Holdings discussed in this episode:
Molina Healthcare (MOH)
Lululemon Athletica (LULU)
SLM Corporation (SLM)
What you’ll learn:
How Michael Burry approaches concentration and conviction
Why Scion focuses on selective, asymmetric opportunities
Portfolio-level lessons from a contrarian investor
📌 Educational content only. Not financial advice.
🎧 Follow PortfolioCasts for investor portfolio breakdowns.
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