tag:blogger.com,1999:blog-6321089372587128676.post2267217859879223268..comments2023-10-17T10:01:00.917-04:00Comments on Distressed Debt Investing: Michael Burry: Notes from Vanderbilt SpeechUnknownnoreply@blogger.comBlogger13125tag:blogger.com,1999:blog-6321089372587128676.post-75535657802099943182011-04-14T09:50:10.133-04:002011-04-14T09:50:10.133-04:00FYI.
Someone posted a video of the speech:
htt...FYI. <br /><br />Someone posted a video of the speech:<br /><br />http://neoalpha.blogspot.com/2011/04/michael-burry-speech-at-vanderbilt.htmlAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-6321089372587128676.post-84306069367565289402011-04-07T17:26:38.774-04:002011-04-07T17:26:38.774-04:00He talks about "ick investments" in the ...He talks about "ick investments" in the Vanity Fair article. Basically it means things that he thinks are gross when he firsts discovers them, but w/ more research turn out to good opps. These have included bankruptcies, recovery trusts, etc. Basically things w/ complexity and/or hair on them that most investors don't want to deal with.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6321089372587128676.post-92005941830418133122011-04-07T12:29:08.402-04:002011-04-07T12:29:08.402-04:00Can anyone describe what "ick investments&quo...Can anyone describe what "ick investments" is? It was mentioned in the fourth bullet point.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6321089372587128676.post-49416307251188207372011-04-07T10:38:18.516-04:002011-04-07T10:38:18.516-04:00What an interesting read!
Thanks for posting!
Th...What an interesting read!<br /><br />Thanks for posting!<br /><br /><a href="newvalueinvestor.blogspot.com" rel="nofollow">The New Value Investor</a>NVIhttps://www.blogger.com/profile/10302663534072901035noreply@blogger.comtag:blogger.com,1999:blog-6321089372587128676.post-37086784187066567812011-04-07T09:29:24.014-04:002011-04-07T09:29:24.014-04:00great stuff...just recently read some stuff on Bur...great stuff...just recently read some stuff on Burry/Scion's still existing site.<br /><br />like this gem from 06...<br />http://www.scioncapital.com/PDFs/Scion%202006%204Q%20RMBS%20CDS%20Primer%20and%20FAQ.pdfAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-6321089372587128676.post-15386830148290223142011-04-06T20:36:11.297-04:002011-04-06T20:36:11.297-04:00Very Cool.Very Cool.Morgannoreply@blogger.comtag:blogger.com,1999:blog-6321089372587128676.post-67201878125431358402011-04-06T18:21:07.585-04:002011-04-06T18:21:07.585-04:00Thanks Hunter.Thanks Hunter.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6321089372587128676.post-14689112035465087972011-04-06T14:20:13.484-04:002011-04-06T14:20:13.484-04:00My interpretation of the bank account comment was ...My interpretation of the bank account comment was that you don't want to have your free cash balances in US dollarsAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-6321089372587128676.post-85017377822029194972011-04-06T13:35:29.692-04:002011-04-06T13:35:29.692-04:00Thanks for posting thisThanks for posting thisHesternoreply@blogger.comtag:blogger.com,1999:blog-6321089372587128676.post-37235491738338219022011-04-06T12:55:55.073-04:002011-04-06T12:55:55.073-04:00Big turnout, but a broad based audience so I don&#...Big turnout, but a broad based audience so I don't think he was comfortable sharing a lot of ideas w/ people who may not fully understand what he was saying. <br /><br />The Canadian bank account comment followed his diatribe on how grim the long-term prospects for the US govt/financial system were b/c of budget deficits, QE, etc. It was delivered as a joke, but I think he was at least partly serious.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6321089372587128676.post-63890377288313860502011-04-06T12:30:06.279-04:002011-04-06T12:30:06.279-04:00What reason did he give for opening a bank account...What reason did he give for opening a bank account in Canada? that bullet point seems fairly random.Paulhttps://www.blogger.com/profile/11451566691580659072noreply@blogger.comtag:blogger.com,1999:blog-6321089372587128676.post-25917271119425979702011-04-06T11:57:18.460-04:002011-04-06T11:57:18.460-04:00That big of turnout and no current investments?That big of turnout and no current investments?Adrian Melinoreply@blogger.comtag:blogger.com,1999:blog-6321089372587128676.post-8232196754529520632011-04-06T11:49:41.729-04:002011-04-06T11:49:41.729-04:00Outstanding. Thank you very much for posting thes...Outstanding. Thank you very much for posting these notes.DJHnoreply@blogger.com