Picture this: it’s 2019, and I’m scrolling through Reddit, half-watching a documentary about the 2008 financial crisis. There’s this guy, Michael Burry—the Big Short hero with the scruffy beard and the glasses—who bet against subprime mortgages and won big. I remember thinking, “Okay, smart guy, but what are you up to now?” Fast forward to today, and I’m still chasing that same question. Turns out, Burry is still the market’s favorite contrarian, and his latest bets are making everyone lean in a little closer.
If you’ve been following Burry’s moves, you know he’s not your typical Wall Street hype machine. He’s the guy who buys when everyone else is selling, and sells when the masses are buying. (No pressure, right?) So, what is Michael Burry investing in now? Spoiler alert: it’s not tech stocks or meme coins. He’s doubling down on things that feel almost boring—unless you love a good bet against the mainstream.
He’s All In on the “Boring” Stuff: Amazon and Alibaba
First up, Burry has been loading up on Amazon. Yes, the same company everyone already owns—but he’s been buying when it’s down. In early 2024, his fund Scion Asset Management took a massive position in Amazon, betting that the e-commerce giant’s cloud and advertising wings will keep soaring. Why? Because Burry doesn’t chase fads; he looks for undervalued behemoths with real cash flow. (And no, I don’t think he’s just shopping for Prime Day deals.)
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Then there’s Alibaba (BABA), the Chinese tech titan that’s been a political punching bag. Burry bought more shares even as regulators cracked down and the stock tanked. He sees a value trap turned bargain—a company with massive earnings potential that’s trading like a lemon. It’s a classic Burry move: buying when everyone else is screaming “China risk.”
“But wait,” you might say, “isn’t that risky?” Well, yeah—but Burry’s whole career is about weird comfort with discomfort. He’s like that friend who eats the expired yogurt to prove a point.
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The Gold Bet That Feels Old-School (and Smart)
If you thought gold was for grandmas and doomsday preppers, Burry disagrees. His fund loaded up on gold mining stocks like Barrick Gold and Newmont Corporation in 2023 and 2024. He’s basically betting that inflation isn’t dead yet, and that central banks will keep printing money until the rug gets pulled. It’s a hedge against chaos—and let’s be honest, the world’s been serving chaos on a silver platter lately.
Now, here’s the ironic part: Burry has a history of being right about the timing, but early. Remember when he warned about the “mother of all crashes” in 2021? The market kept partying for another year before it hit. So if he’s betting on gold, expect a few more “it’s dead, Jim” articles before it actually shines. But that’s his superpower—being early, not wrong.
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What About the Short Bets? (Yes, He’s Still a Bear)
You didn’t think Burry had gone full bull, did you? He’s also been shorting big tech and the broader market through put options. In early 2024, he took a short position against the SPDR S&P 500 ETF (SPY) to the tune of $1.6 billion. That’s a lot of “I told you so” waiting to happen. His logic? The market’s overextended, valuations are nuts, and everyone’s betting on AI hype like it’s 1999 all over again. Burry hates hype. He’d rather be the lonely guest at the party who says, “This cake tastes weird.”
He also shorted ARK Innovation (ARKK), Cathie Wood’s flagship ETF. That’s like Batman betting against Superman—geek drama at its finest. But Burry sees speculative tech as a bubble waiting to pop, and he’s willing to pay for the insurance. (Just don’t ask me if it’ll pop next week.)
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The Takeaway: Bet Against the Herd, But Keep Your Eyes Open
So, what’s the big picture? Michael Burry is investing in value, gold, and a dash of bearish pessimism. He’s not chasing quantum computing or crypto dogs. Instead, he’s buying companies with cash and shorting the stuff that feels too easy. It’s the same playbook he used in 2008: find what everyone thinks is safe (big tech) and what everyone thinks is dead (Alibaba), then trade accordingly.
But here’s the thing—don’t copy him wholesale. Burry has a team, a tolerance for pain, and a history of being right eventually. If you want to sound smart at dinner parties, say you’re “long value and short hype.” If you want to actually invest, maybe just buy a little Amazon and some gold miners, then sit on your hands. Because Burry’s real strategy isn’t about the stocks—it’s about patience. And let’s face it, patience is the one thing we all suck at.
Now, if you’ll excuse me, I’m off to check my gold coin collection. You know, just in case.
