Two readers/contributors sent me these links. Thanks again.
My two cents, the video is worth viewing, but if you look up the companies in Michael Burry’s research and follow along, you will benefit more. I would rather bet on Michael Burry rather than Li Lu. Be skeptical of any “Guru” and never cease to think for yourself. Many Gurus know a hell of a lot less than you think they know.
I am amazed that no one on the panel discusses the causes of the boom & bust which flattened most money managers in 2008/09.
Professor Greenwald’s Panel Discussion with Li Lu and other “Gurus.”
Michael Burry Research Report Write-Ups
A contributor, eclecticvalue provides a scribd link here: http://www.scribd.com/doc/74831871/Burry-Writeups
I will place several investor letters and research reports from Michael Burry (a self-taught investor who sits alone in a room and thinks.) in the Value Vault.
For keys to the Value Vault: email me at email@example.com with VALUE VAULT in the subject line. You will receive a link and then you can sync to your desk-top. Thanks for all the contributions to the Value Vault!