Michael Burry (mentioned)

BlackRock's HPS fund paid about $600M of $1.2B requested, Unicus Research founder finds

12 arguments: why she thinks private-credit defaults are understated, how collateral was pledged twice, and why AI data-center debt is the first thing…

Nov 9 • Scuttlebutt

"You're buying it at 10 times cash flow": Value Options Letter co-author on VICI

10 calls: why MGM's sell-off after its failed buyout looks overdone, a lender priced for losses worse than 2009, and AI-era winners at 11x book against…

Oct 18 • Scuttlebutt

Goldman is down 21% from its high and banks enter earnings oversold, MRKT Call finds

16 calls: why Danny Moses won't short the private-credit managers, the support and resistance levels around Micron's earnings, and why Stockton sees a…

Oct 2 • Scuttlebutt

$99B of Alphabet's $112B Q2 profit was non-cash, The Intrinsic Value Podcast finds

14 takeaways: The $500B cloud backlog with one customer inside it, why the buybacks went to zero, and the 40 cents of new revenue every $1 of data…

Sep 21 • Scuttlebutt

MarketBeat analysts: that institutional-buying spike is one pension fund's paperwork

5 calls: why the AI-safety selloff is a buying opportunity, why the Fed sits out a 92%-priced hike, and the mistake behind every institutional-buying…

Sep 20 • Scuttlebutt

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