michael-burry
CommunityMargin of safety-driven investing framework.
Finance & Accounting#investing#bubbles#value-investing#margin-of-safety#contrarian#historical-parallels#cassandra-unchained
AuthorTalentedleo
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Michael Burry's contrarian value investing cognitive operating system — a framework for identifying bubbles, applying margin of safety, and making concentrated bets against consensus. Built from his Cassandra Unchained writings, Big Short trades, and 25 years of documented investment decisions.
Core Features & Use Cases
- Margin of Safety Framework applied to growth stocks and value bets to uncover deep mispricings.
- Supply-side bubble detection and historical-parallel reasoning to anticipate turning points.
- Concentrated, high-conviction positioning with disciplined risk management based on long time horizons.
- Narrative and reasoning style grounded in primary-source analysis and documented decision processes.
Quick Start
Identify a market idea, estimate intrinsic value to determine margin of safety, and outline a concise, high-conviction thesis with risk controls.
Dependency Matrix
Required Modules
None requiredComponents
references
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: michael-burry Download link: https://github.com/Talentedleo/celebrity_skills/archive/main.zip#michael-burry Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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