Author Topic: Scion Asset Management  (Read 33126 times)



CorpRaider

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Re: Scion Asset Management
« Reply #1 on: February 16, 2016, 09:32:01 AM »
I've never followed Burry much.  Some interesting names on there.  Someone should ask the dataroma guy to add him.  I think I have annoyed him enough with recommendations.

Eye4Valu

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Re: Scion Asset Management
« Reply #2 on: February 16, 2016, 09:33:26 AM »
So Scion is all Burry's own money now correct?


Poor Charlie

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Re: Scion Asset Management
« Reply #4 on: February 16, 2016, 10:04:32 AM »
So Scion is all Burry's own money now correct?

My understanding is Burry does take outside money. 

13F link below

http://www.sec.gov/Archives/edgar/data/1649339/000114036116052634/xslForm13F_X01/form13fInfoTable.xml


No date ?

Filing is FYE 2015.  This is his first 13F since closing down Scion Capital in 2008.



I thought it interesting to see all the TBTF banks.  I remember him saying in an interview he doesn't invest in large financials because they're impossible to analyze.



oddballstocks

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Re: Scion Asset Management
« Reply #5 on: February 16, 2016, 10:05:20 AM »
So Scion is all Burry's own money now correct?

No
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LC

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Re: Scion Asset Management
« Reply #6 on: February 16, 2016, 10:09:13 AM »
SCion Asset Management

SCAM. J/k Burry :)
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Graham Osborn

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Re: Scion Asset Management
« Reply #7 on: February 16, 2016, 12:54:43 PM »
I think anyone who has read Burry will find that portfolio as stated very disturbing.  How can he be long BAC and C now?  There is something else going on here.

Graham Osborn

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Re: Scion Asset Management
« Reply #8 on: February 16, 2016, 12:56:48 PM »
Just answered my own question - these are high cost shares :)

jtvalue

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Re: Scion Asset Management
« Reply #9 on: February 16, 2016, 01:03:07 PM »
Just answered my own question - these are high cost shares :)

What do you mean these are high cost shares? You don't think Burry could see value in
BAC and Citi at huge discounts to tangible book value?