Gustavo Ballvé on September 27th, 2012
Food for thought, Home, Investment Themes, Mental models, Portfolio Management, Risk management

I apologize for not posting in the last 9 days or so, but I’ll make it worth your while with this link.

Q3 2006 and Q1 2008 letters to investors by Scion Capital’s Michael Burry. You may have read about him in Michael Lewis’ book The Big Short – or hopefully here at

Get it while it lasts. H/T Above Average Odds and

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