Updates

  1. Person pages list letters, writing, profiles and links as sortable tables with filters, and show each person's companies as links; Fund letters show each letter's description in its own column.
  2. Experts show a checked job title and a short description of each person; 30 more people have photographs.
  3. Every company, fund, university and publication the experts work for has a page listing the people there.
  4. Fund letters show each letter's thesis and filter by it; 225 person pages list the essays, columns and newsletter issues the person wrote.
  5. Person pages list every essay and newsletter issue a person wrote, and their own books as a table in List view.
  6. Recommends shows the five largest kinds of book and the rest under More; browse pictures load sooner.
  7. Podcasts and talks link the original episode, filter by Audio and video or Press, and list each publisher once.
  8. Pages are wider, Recommends has List and Grid, and a filter clicked again turns off.
  9. Book cards sit in a ruled grid with Open Library and Goodreads links and each book's one-line note.
  10. Funds is now Investors; each investor's styles are buttons that filter the table.
  11. Podcasts and talks on a person's page filter by year and publisher and show as a list or a grid of pictures.
  12. Quotes show only people's own words: 472 summaries written by list sites are gone.
  13. Country pages open from Browse again, and every link on the shelf lands on a page.
  14. Subject and person pages show their sections as tabs, and each book appears once on a person's page.
  15. Book cards show the quote, who said it and the source; grids show five cards to a row.
  16. On a phone, a menu holds the sections, search, Updates, Feedback and dark mode.
  17. Feedback takes a screenshot of the page with no browser prompt, opens a screenshot full size when you click it, and clears itself once sent.
  18. Book cards are centred, search names the topic each book sits in, and any text cut short shows whole on hover.
  19. Search groups its results by kind: people, companies, geographies, subjects, topics, books, funds, fund letters and papers.
  20. The Books table lists who recommended each book by name, and the browser tab names the section you are in.
  21. Feedback can take a screenshot of the page, or one you paste or choose, and opens in the corner beside Updates.
  22. Each rail button reopens its section where you left it, and Browse, Table and People show on every book and subject page.
  23. Filters grey out choices that hold nothing instead of hiding them, and Books › People filters by authors or recommenders.
  24. Feedback takes a subject line and up to three screenshots.
  25. Biographies are grouped by the person they are about: 41 new pages, from Abraham Lincoln to Lee Kuan Yew.
  26. Sport splits into 23 sports, and Religion into one topic per faith.
  27. Book lists show as cards: the cover, one recommendation quote and every recommender by name.
  28. Seventeen subjects that had two or three pages under different names now have one page each.
  29. Every page lists its Experts as authors and recommenders, with a link to them on the Experts tab.
  30. Economics, Financial history, Financial panics and Accounting are subjects of their own, with one page per financial crisis.
  31. Book, person and subject pages open inside the app, so the tabs stay in view.
  32. 996 more book covers, and photographs or logos for 227 more people and companies.
  33. Books › Browse shows every subject as cards, and the rail holds Fund letters, Papers, Experts, Books and Funds.
  34. Every topic over 150 books splits into narrower topics, each with a page of its own.

Send feedback

What is it?
Screenshots, up to 3 (optional)
or paste one with Ctrl+V

We use your email only to reply to you.
MB

Michael Burry

Investors

Physician turned hedge fund manager who closed Scion Asset Management in November 2025 and launched the Substack newsletter Cassandra Unchained on 23 November.

Scion Asset Management

Cassandra Unchained

102 articles · 12 books they recommend

Recommends 12Writing 102Profiles 1Links 2
Common Stocks and Uncommon ProfitsCommon Stocks and Uncommon Profits
T1 Common Stocks and Uncommon Profits
Philip A. Fisher · 2000
Open LibraryGoodreads

Buy a few outstanding growth companies, research them by scuttlebutt, and hold.

Also recommended by: Arnold Van Den Berg, Bill Stewart and 9 others

Security AnalysisSecurity Analysis
T1 Security Analysis
Benjamin Graham, David L. Dodd · 1934
Open LibraryGoodreads

How to read financial statements sceptically and value bonds and stocks.

“All my stock picking is 100% based on the concept of a margin of safety, as introduced to the world in the book "Security Analysis," which Graham co-authored with David Dodd.” — Michael Burry

Source: MSN Money Strategy Lab — Value Doc strategy page (archived June 2001)

Also recommended by: Christopher Bloomstran, Howard Marks and 10 others

The Intelligent InvestorThe Intelligent Investor
T1 The Intelligent Investor
Benjamin Graham · 1949
Open LibraryGoodreads

Treat stocks as parts of businesses and buy only with a margin of safety.

Also recommended by: Benjamin Graham, Christopher Bloomstran and 26 others

Value Investing Made EasyValue Investing Made Easy
T3 Value Investing Made Easy
Janet Lowe · 1996
Open LibraryGoodreads

Graham's method restated for beginners

“My bias is value investing, and I highly recommend Janet Lowe's Value Investing Made Easy as a primer.” — Michael Burry

Source: Silicon Investor 'Value Investing' thread, msg 1569363 (June 10, 1997) — archived

Also recommended by: Mohnish Pabrai

Why Stocks Go Up and DownWhy Stocks Go Up and Down
T3 Why Stocks Go Up and Down
William H. Pike · 1983
Open LibraryGoodreads

Plain-language primer on financial statements and how securities work

“I highly recommend Janet Lowe's Value Investing Made Easy as a primer. I'd follow that book with Why Stocks Go Up (and Down) by William Pike.” — Michael Burry

Source: Silicon Investor 'Value Investing' thread, msg 1569363 (June 10, 1997) — archived

You Can Be a Stock Market GeniusYou Can Be a Stock Market Genius
T1 You Can Be a Stock Market Genius
Joel Greenblatt · 1997
Open LibraryGoodreads

Where to find mispriced stocks: spinoffs, mergers, bankruptcies and restructurings.

Also recommended by: Dan Loeb, Guy Spier, Mohnish Pabrai and 5 others

Against the GodsAgainst the Gods
T1 Against the Gods
Peter L. Bernstein · 1996
Open LibraryGoodreads

How people learned to measure risk, from early probability to portfolio theory.

Also recommended by: Charles de Vaulx, Jim Collins and 7 others

Liar's PokerLiar's Poker
T1 Liar's Poker
Michael Lewis · 1989
Open LibraryGoodreads

Life on Salomon Brothers' bond trading floor in the 1980s mortgage-bond boom.

“I do believe, as Michael Lewis writes in his intriguing 1989 book, "Liar's Poker," that it is unlikely that an individual unable to buck convention in one's life will suddenly be able to buck…” — Michael Burry

Source: MSN Money Strategy Lab journal, March 2, 2001 — archived

Also recommended by: Mohnish Pabrai, Nat Eliason and 3 others

When Genius FailedWhen Genius Failed
T1 When Genius Failed
Roger Lowenstein · 2000
Open LibraryGoodreads

How a hedge fund's bond bets on borrowed money lost $4.6 billion in four months.

Also recommended by: Mohnish Pabrai and 6 others

Atlas ShruggedAtlas Shrugged
T4 Atlas Shrugged
Ayn Rand · 1936
Open LibraryGoodreads

A novel in which industrialists vanish from an economy run by government directives.

Also recommended by: Brian Armstrong, Mohnish Pabrai, Nat Eliason and 17 others

Sense and Nonsense in Corporate FinanceSense and Nonsense in Corporate Finance
T4 Sense and Nonsense in Corporate Finance
Louis Lowenstein · 1991
Open LibraryGoodreads

Sceptical look at corporate finance orthodoxy and reported earnings

“When you think you've got it all figured out, try Sense and Nonsense in Corporate Finance.” — Michael Burry

Source: Silicon Investor 'Value Investing' thread, msg 1569363 (June 10, 1997) — archived

Guns, Germs, and SteelGuns, Germs, and Steel
T3 Guns, Germs, and Steel
Jared Diamond · 1997
Open LibraryGoodreads

Diamond's central question — why did some civilizations come to dominate others over 10,000 years? — is precisely the kind of question that requires long-term thinking to even ask. The answer, rooted in geography and biology rather than culture or intelligence, is a model for how to reason about slow causes and fast effects.

Also recommended by: Charlie Munger, Christopher Bloomstran and 13 others