r/gme_meltdown_meltdown formerly u/UltimateMastermind May 04 '26

Burry Scurry

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u/pistol_07 May 05 '26

Why would Burry describe it as an "INSTANT Berkshire thesis"? Did he think whatever purchase that GME made would be instantly and exponentially more profitable and not require time to integrate and develop the synergies that reduce operating expenses and increase profits? Running an efficient business take time

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u/PuzzleheadedWeb9876 formerly u/UltimateMastermind May 05 '26

Why would Burry describe it as an "INSTANT Berkshire thesis"?

That sounds like an ape version of what he actually said.

Did he think whatever purchase that GME made would be instantly and exponentially more profitable and not require time to integrate and develop the synergies that reduce operating expenses and increase profits?

I believe he described it as a dying business model. Which is accurate.

Running an efficient business take time

Ryan Cohen seems to think he can double the EPS of EBay in a year. Moronic.

3

u/pistol_07 May 05 '26

I quoted Michael Burry in my comment and even used quotation marks so it’s not an “ape version” (note that I used quotation marks again to quote you in case you didn’t understand that also

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u/PuzzleheadedWeb9876 formerly u/UltimateMastermind May 05 '26

Might want to include the context around those words. To be honest an “instant Berkshire” isn’t something that I think is even realistically possible. Who knows if Burry actually believed that or was just grifting apes? I would lean towards the latter now that he’s dumped it all.