Burry-Style Value Stocks for the AI Bubble
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Burry-Style Value Stocks for the AI Bubble
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This podcast provides an analysis of what Michael Burry, famous for his value investing philosophy, might purchase in a potential Artificial Intelligence (AI) bubble environment, contrasting with his dot-com era picks. It lists fifteen "Burry-like" stocks for late 2025, emphasizing value and ignored sectors such as shipping, legacy media, and regional banks rather than hype. These potential investments share common traits, including a low price-to-book ratio, positive cash flow, and manageable debt, and the text also offers value screens, like EV/EBITDA < 6 and P/FCF < 10, for readers to find similar stocks themselves. The podcast suggests that the investing advantage lies in seeking value in forgotten companies while the market focuses on AI.