Michael Burry (the Big Short) Deletes Quick Tweet; What Company Is He Talking About?

I feel it has to do with Silverlake.


i would bet on $MPW (medical properties trust).

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Enron was an important company in terms of size… with supposedly $63B in assets. Something like MPW is insignificant… just background noise if it were to fail.

These days, scaling up for inflation, you’d need something around $100B to have a similar impact. I have no candidates to suggest.

He is no fool who gives what he cannot keep to gain what he cannot lose.


No word yet. Just got back from the blood lab and I expected to see some type of announcement, something along the lines of Hindenburg Reports.

Burry is savvy but squirrely, just weird enough to make me like him. Nobody I follow tweets for 20 seconds, removes the tweet, then closes off his account. Burry does this all the time. If I was a bartender, he would be one of my fave customers because I would hit him every day with questions about other frauds in Late Stage Capitalism.


Apparently, Silicon Valley Bank. About $200B in assets.

They’re out of business.

He is no fool who gives what he cannot keep to gain what he cannot lose.


That is Marc Cohodes second great call in the past seven days.

His two for two: $SI and $SIVB

If you never saw his interview by a podcaster which I placed on this board, it’s a barn burner. And it’s here that I learned he was short $SI and his next target was $SIVB.

In related news:

Burry’s Scion Asset Management’s positions included 150,000 shares in First Republic Bank, 250,000 shares in PacWest Bancorp, 850,000 shares in New York Community Bancorp, and 125,000 shares of Western Alliance Bancorp , filings showed.

Those are probably very small positions for him but regardless, I hope he made his purchases in late March or otherwise that was some very acute pain.