Michael Burry, the 4 Pillars, and finding value

How I filter 50,000 stocks down to the few that matter.

Hi everyone,

I wanted to share a quick update on a meaningful validation of the research process here at The Value Thesis.

Yesterday, Michael Burry (The Big Short) liked a note I posted regarding the Molina Healthcare thesis.

I’m sharing this because it reinforces the framework I use. With over 50,000 stocks globally, the real challenge isn’t finding stock…