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Short Thoughts May 10, 2026
About That Boy Who Cried Wolf
May 11
•
Michael Burry
631
226
39
GameStop Makes Its Play
$56 Billion for eBay, Makes Perfect Sense
May 4
•
Michael Burry
285
85
29
Short Thoughts May 2, 2026
GameStop's Play for eBay
May 2
•
Michael Burry
340
97
20
AP SBC: The Tragic Algebra Recurrence
A Study of the NASDAQ 100 Index & Its Constituents
Apr 7
•
Michael Burry
356
127
40
The Toxic Twins Recurrence: Fannie Mae & Freddie Mac
Stocks Fall Hard into the News Gap
Mar 26
•
Michael Burry
321
80
29
Hong Kong Stocks: Structure & Strategy, Part 2
Common Stocks & Uncommon Value - Detailed Analysis
Mar 11
•
Michael Burry
611
136
122
Foundations: U.S. Market Structure & Value
Powerful Trends, Increasing Fragility & Coiled Tension
Mar 3
•
Michael Burry
1,603
276
204
History Rhymes: Large Language Models Off to a Bad Start?
New York Times, Saturday, June 19, 1880
Feb 28
•
Michael Burry
498
75
54
Hong Kong Stocks: Structure & Strategy
VIEs: Vulnerability, Virtue & Value
Feb 26
•
Michael Burry
521
117
25
Short Thought: Nvidia Ratchets Up the Risk
Welcome to one short thought.
Feb 26
•
Michael Burry
437
77
22
Palantir: An Accounting
Tales from the 10-K
Feb 19
•
Michael Burry
471
109
42
Palantir’s New Clothes: Foundry, AIP, & the Failure of Reason
“You think it is helpful having a fluorescent green praying mantis coming into their offices telling them about German philosophy?
Feb 12
•
Michael Burry
743
235
72
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