• Burry, Miller, Ainslie: Value Investing in GME, GEO, LUMN, CXW

  • 2025/04/25
  • 再生時間： 9 分
  • ポッドキャスト

Burry, Miller, Ainslie: Value Investing in GME, GEO, LUMN, CXW

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  • Analysis of four specific stocks, GME, GEO, LUMN, and CXW, reveals investment patterns among prominent fund managers. Bill Miller often initiated positions in these stocks, sometimes at higher prices, while Michael Burry typically invested later when he perceived extreme undervaluation, frequently making them top holdings. Lee Ainslie's firm often followed, indicating conviction, especially in stocks under $10, with a notable exception of a significant GME investment. These stocks generally exhibited low price-to-book and price-to-sales ratios at the time of their accumulation, and subsequently experienced substantial gains, with GME showing the most dramatic increase.
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あらすじ・解説

Analysis of four specific stocks, GME, GEO, LUMN, and CXW, reveals investment patterns among prominent fund managers. Bill Miller often initiated positions in these stocks, sometimes at higher prices, while Michael Burry typically invested later when he perceived extreme undervaluation, frequently making them top holdings. Lee Ainslie's firm often followed, indicating conviction, especially in stocks under $10, with a notable exception of a significant GME investment. These stocks generally exhibited low price-to-book and price-to-sales ratios at the time of their accumulation, and subsequently experienced substantial gains, with GME showing the most dramatic increase.
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