Während dieser ruhigen Stunden blieb Burry seinem Hobby treu: den Finanzmärkten. Scion Capital michael-burry So erarbeitete sich der. Michael James Burry (/ b ɜːr i / ; geboren Juni ) ist ein amerikanischer Arzt, Investor und Hedge - Fonds - Manager. Er war der. US-Hedgefondsmanager Michael Burry setzt verstärkt auf Nebenwerte aus dem Value-Segment, weil er dort ein hohes.
Investor Michael Burry nennt ETFs eine „Blase“scion asset management. Während dieser ruhigen Stunden blieb Burry seinem Hobby treu: den Finanzmärkten. Scion Capital michael-burry So erarbeitete sich der. Passives Investieren über ETFs und Indexfonds lässt Small-Cap-Aktien auf der ganzen Welt „verwaist“, sagte Starinveestor Michael Burry.
Mike Burry Navigation menu VideoThe Big Short: Christian Bale \
Michael Burry believes that portfolio management is just as important as stock picking. Good portfolio management requires an investor to answer several essential questions: What is the optimum number of stocks to hold?
When to buy? When to sell? Should one pay attention to diversification among industries and cyclicals vs. How much should one let tax implications affect investment decision-making?
Burry was able to achieve these returns by shorting overvalued tech stocks at the peak of the internet bubble  i. The next year, , the stock market finally turned around and rose In , Burry started to focus on the subprime market.
Through his analysis of mortgage lending practices in and , he correctly predicted that the real estate bubble would collapse as early as Burry's research on the values of residential real estate convinced him that subprime mortgages , especially those with "teaser" rates , and the bonds based on these mortgages, would begin losing value when the original rates were replaced by much higher rates, often in as little as two years after initiation.
This conclusion led Burry to short the market by persuading Goldman Sachs and other investment firms to sell him credit default swaps against subprime deals he saw as vulnerable.
This analysis proved correct, and Burry profited accordingly. During his payments toward the credit default swaps, Burry suffered an investor revolt, where some investors in his fund worried his predictions were inaccurate and demanded to withdraw their capital.
According to his website, Burry liquidated his credit default swap short positions by April and did not benefit from the bailouts of and In an April 3, op-ed for The New York Times , Burry argued that anyone who studied the financial markets carefully in , , and could have recognized the growing risk in the subprime markets.
Burry has focused much of his attention on investing in water, gold, and farm land. Burry has been quoted saying "Fresh, clean water cannot be taken for granted.
And it is not—water is political, and litigious. Burry is married, with children, and currently lives in Saratoga, California.
From Wikipedia, the free encyclopedia. Specialty Stores GameStop Corp. Class A. Shares Michael Burry holds 1.
Computer Peripherals Western Digital Corporation. Q3 Increased shares by 1. Shares Michael Burry holds 95 Thousand. Pharmaceuticals: Major Pfizer Inc.
Internet Retail Qurate Retail, Inc. Shares Michael Burry holds 1 Million. Semiconductors Qorvo, Inc. Utilities and infrastructure companies include areas such as water supply, waste water treatment, sewer and pipeline construction, water purification, water utilities, water testing, and water well drilling.
Equipment and materials companies focus on areas such as water treatment appliances, plumbing equipment, water treatment chemicals, counting devices, fluid power pumps and motors, pumps and pumping equipment.
Investors purchase water rights, which give them the right to use water from a source such as a river or lake. As an investor, you can rent out the water right to farmers, municipalities, or even corporations.
The problem with water rights is much like the problem with a non-dividend paying asset, such as gold. And that is, the way to make money is for someone else to pay more than the investor.
However, some investors believe so much in the idea of water-related investments that they exclusively focus on water rights.
Aqua Capital Management , for example, is a water rights and investment management company that accumulates water rights in water-scarce regions across the globe.
As water scarcity and droughts increasingly become challenges for arid regions like California and Nevada, some local governments have come up with innovative solutions to recycle water.
When Burry was interviewed by New York magazine about his water investment thesis, he stated that:. According to the segment, Burry is investing in almond farms.
Why on earth is he investing in almond farms you might ask? Well, it turns out that growing almonds requires lots of water and when water shortages take place farmers will sometimes walk away which results in even less supply of almond growers, and therefore almonds.
Another popular yet water-intensive good is wine. Studies show that gallons of water is needed to produce 1 pound of wine.
Source: Huffington Post.