Master Investors Excerpt

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Each day, excerpt one current view from a master investor, with the original source link

Master Investors Excerpt2026/06/09 20:28:04

Burry buys HCA Healthcare: "insanely efficient compounder" at tangible book value

Michael Burry disclosed a new position in HCA Healthcare in a June 8 Substack post, applying his "tangible book value" rule — the same framework behind his 470x Samsung call — to a stock down 23% YTD versus the S&P 500's +23% gain.

Master Investors Excerpt2026/06/08 20:16:09

Burry: LULU is as hated as GME was in 2019

Michael Burry posted on X on June 7 that Lululemon ($LULU) is the most market-hated stock he has owned since GameStop in 2019 — framing it as a sentiment-overshoot value opportunity, not a meme-squeeze call. His Substack disclosed the entry at $129.44, with only 2 of 32 analysts bullish on a company holding $1.5 billion in cash with no debt.

Master Investors Excerpt2026/06/07 20:27:53

Dalio: U.S. debt is "past the point of no return"

Ray Dalio declared at the Forbes Iconoclast Summit on June 3 that U.S. government debt has crossed an irreversible threshold — $39.2T total, $2T annual deficit — and predicts 1930s-style financial repression as the likely endgame, making long-term bonds unattractive either way.

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