Michael Burry on Contrarianism

Decision — Reported re-buying GameStop post-shutdown. Context: Bloomberg Jan 26, 2026: “back hyping the stock.” Outcome (partial): Open — position size/exit unknown.

Decision — Tweeted on GameStop (“I was early”), then deleted; SEC subpoena followed. Context: Bloomberg coverage of the deleted tweets; subpoena reported Sep 24, 2021. Outcome (known): Account deleted Nov 2021 after Musk spat; documented in press.

Decision — Built GameStop position; published board letters. Context: Forbes transcriptions of the letters survive. Outcome (partial): Exit timing Q4-19/Q1-20 lacks a filing-by-filing map (gap).

Decision — Launched Scion Capital after the MSN column / Silicon Investor era. Context: Value strategy documented from inception; early-thinking record recovers via archives. Outcome (known): Fund ran 2000–2008; documented in letters and Wayback captures.