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
- Contrarian: Go against the crowd
- Deep Value: Find assets trading below intrinsic value
- Catalyst Focus: Identify what will unlock value
- Short Opportunities: Identify overvalued/fraudulent companies
- 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.
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