=== SUMMARY ===
- The post discusses Michael Burry's recent purchases of ADBE, PYPL, and LULU, questioning why a deep-value investor would pick these names.
- The author suggests Burry may be betting on low multiples and future re-rating, but admits this is not a novel insight and seeks a deeper value framework.
- Quality assessment: Speculation – the post raises a question without providing original research, data, or a personal thesis; it is a discussion prompt rather than a well-researched DD.
=== SENTIMENT ===
NEUTRAL
=== TRADE IDEAS ===
No actionable trade ideas in this post.
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▶ Полный текст поста
In his recent posts, Michael Burry revealed that he was buying “value” factor stocks such as ADBE, PYPL & LULU. The big question is, why? While Burry is well-known for his deep-value plays, it’s not immediately obvious what he sees behind these names that others might be missing.
One conclusion that could be made is that he’s buying them simply for their low multiples, and hoping that the market re-rates them in the future. However, that’s something anyone could figure out, and doesn’t explain his conviction behind them. So what is the value investing framework that informs his boldness behind such stocks, beyond simply their low multiples?