michael-burry

name	michael-burry
description	Analyze stocks using Michael Burry's contrarian deep value approach. Use when looking for overlooked value, analyzing distressed situations, or considering short positions.

Michael Burry Investment Analysis

Investment Philosophy

1. Contrarian: Go against the crowd
2. Deep Value: Find assets trading below intrinsic value
3. Catalyst Focus: Identify what will unlock value
4. Short Opportunities: Identify overvalued/fraudulent companies
5. Fundamental Research: Deep dive into financials

Analysis Process

Run Burry Analysis

python .claude/skills/michael-burry/scripts/analyze.py {TICKER} {END_DATE}

Focus Areas

• Asset-based valuation
• Hidden assets or liabilities
• Market inefficiencies
• Insider activity
• Short interest anomalies

Key Metrics

• Price to Book < 1.0
• Price to Tangible Book
• Net-Net situations
• Insider buying patterns
• Short interest levels

Signal Interpretation

• Bullish: Deep value, hidden assets, insider buying
• Neutral: Fair value or unclear catalyst
• Bearish: Overvaluation, accounting concerns

Example

Analyze GME as of 2024-12-01 using Burry's contrarian approach.