저자: Vinnie·Dylan · 외국인
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결론: 이 영상은 마이클 버리의 2020년 말 13F 보유 종목을 WhaleWisdom으로 살펴보는 소개 영상이며, 특정 자산의 향후 가격 방향에 대한 예측은 없다. 영상 목적: 13F 공시 제도와 WhaleWisdom 사이트 사용법을 소개하고, 유명 투자자의 보유 종목을 리서치 참고 도구로 활용하는 방법을 안내한다. 13F 공시: 운용자산 1억 달러 이상 운용사는 분기 종료 후 45일 내 보유 종목을 공시한다. 이번 자료는 2020년 12월 31일 기준이며, 현재 보유 현황은 실시간으로 알 수 없다. 마이클 버리: 영화 빅쇼트의 실제 인물로, 2008년 금융위기를 예견한 딥밸류 투자자다. 개인 펀드 10년간 누적 수익률 491%(연평균 약 50%)로 언급되었다. 한쪽 눈이 없고 의사 출신이라는 개인 이야기도 나왔다. 포트폴리오 변화: 2020년 말 기준 게임스톱을 매도했고, 제이피모건·뱅크오브아메리카 지분을 정리하며 시티그룹 등 상대적으로 위험하고 덜 선호되는 금융주로 이동했다. 시티그룹은 콜옵션 형태로 보유 중이며, 화이자·크래프트하인즈도 언급되었다. 센추리링크를 신규 매수했다. 기타 언급 종목: 석유 시추 회사(유가 상승 맥락), 킴벌 인터내셔널(약 10% 상승, 일부 차익 실현), 올스테이트 등 보험주, 교도소 운영사 CXW(바이든 행정부의 민영교도소 이용 축소 조치로 주가 하락 언급), 아리스캐피털(배당수익률 8.91%, 선행 PER 10.1배 언급). 출연자 전망: 시티그룹 매수를 고려 중이라는 발언이 있었으나 구체적인 목표가·기간은 제시되지 않았다. 버리의 포트폴리오를 참고하되 사고과정을 이해하는 용도로 활용하라는 취지다.
다듬은 글
welcome back to two stupid guys trade stocks i'm vinnie i am dylan and uh today we're going to talk about uh useful tool in kind of doing some research about um you know prominent investors and then also specifically going to talk about michael bury's uh most recent 13f filing um you know what a 13f filing is dylan this is not my area of expertise yeah it's all good um so within 45 days of the calendar quarter ending uh anyone that managed more than 100 million dollars in assets whether it be for public investors or for private funds uh must disclose their filing that their the current holdings as of this yeah so like this week um this is we're recording this mid-february so today's february 21st uh 2021 um the uh holdings for december 31st 2020 all had to be released basically this week wait so so these are what he was holding last year yeah at the end of end of the calendar year 2020.
that's what he was holding is there a way to know what he's holding now right now no it's delayed you only get this information 45 days after the quarter has ended okay damn so yeah exactly right so for those of you who don't know michael bury is um he's the guy that was played by christian bale in uh the the big short so he's kind of famous for being a deep value investor um as you foretold the uh the 2008 financial crisis kind of coming and uh was able to make quite a bit of money over that i wouldn't say a lot yeah over the 10 years that michael berry had his uh public investment fund available i think he returned a total of 491 percent in the 10 years so he basically averaged 50 percent a year of return for 10 years yeah that's pretty good yeah yeah exactly um all right so this uh website here let me just kind of go over there and scroll on up so it's called whale wisdom uh wellwisdom.com oh i get it because they're the whale wow they're the will yeah yeah very good dylan um so this is kind of a website where it allows you a little bit easier integration of those 13f filings and helps you kind of you know make your way through a little bit better if you go to the sec this information is published over there um and uh it doesn't show you like the change from previous quarters that sort of stuff whereas we'll be able to see that here so uh scion asset management here is michael bury's uh you know current family you know office if you will so this is this is private uh private money that is investing there and if he's kind of scrolled down here it's kind of laid out pretty well in terms of things that he was accumulating during that time the last fiscal quarter there versus things he you know he got rid of last last quarter they'll also be able to go into the entire holdings and see what's there wait does that said he sold gamestop on december 31st yes he he was one of the old gamestop yeah he michael before it went crazy then yes oh no his cost basis on it was like uh i want to say with under five dollars a share uh he still like quadrupled his money yeah but still yeah that was one of the real debates was whether or not michael burrie was still holding some uh uh game stop at the when when the craziness ensued there but he was not that was a bummer yeah so um you know the kind of open this thing up here we'll actually see this this is the full uh you know spreadsheet basically of everything that currently is within his portfolio here and uh you know you can sort it by numerous different ways in terms of like you know if you want to see the default here is in terms of market value you know what percentage of the portfolio that this position occupies his heaviest percentage is citigroup yeah yeah it's actually a call option though you see how it says call right there next to this the sea oh yeah so he's got call options right now which are you know comprise some of his you know larger bets i guess you could say on citigroup pfizer and kraft heinz yeah it's kind of interesting the finance aspect so michael bury exited both um i think it was uh a bank of america and a jp morgan position in the uh last quarter yeah actually if you can if you look you can toggle this in a way to show what everything he closed out um yeah jp morgan and yeah bank of america yeah so he's kind of like rotated towards the riskier less desirable banks if you will yeah actually a citigroup is the one that we both liked though that was um yeah they're they're pretty solid yeah i was actually about to buy some yeah yeah well you know you'd be in good bet uh i mean good company right now with both me and michael bury you know mostly well me me and michael berry are basically the same person yeah yeah i mean do you have just one eye does he have one eye yeah he has one eye and he's also a doctor i don't know if you knew that um so he's got a good eye for stocks ah i like what you did there wait does he really have one eye yeah he really does have one eye oh man that's wild why does he have one eye you know i don't recall i know i'm not but yeah yeah um so you know if you want to look at his new holdings here um we kind of already talked about those i laughed in one of our previous videos here today uh dylan was talking about uh negotiating with his internet provider and he mentioned this little company called centurylink um if you happen to see there that it's one of uh michael bury's uh newest accumulations is in centurylink i don't maybe look maybe every state's different but here centurylink can get you almost a full 20 meg download speed which if you know anything about the internet it's not good no no they're not good yeah that's that's pretty bad um but some of the other companies that uh michael barrio invested in here uh d now is a uh like a drilling company like oil drilling if you if you go into the individual um sorry one second um you know uh stocks it actually will tell you briefly a little about them um so oil drilling you know that sort of thing it's uh certainly interesting given the current oil prices and this little graph here is kind of interesting if you look at that green line that is showing you like uh accumulation amongst large players um in this stock basically so amongst like 13f filings that the stock has been on like an uptrend over the last few years so kind of interesting it's not a company i know much about but uh yeah i think it's a good place to go to get some new or different trading ideas just to find some investors that you respect and uh yeah you know you can kind of dig into their current holdings and try to understand their their thought process methodology a little bit so quick update he lost an eye to cancer at two he also did go to medical school and was a stanford hospital neurology resident and then a pathology resident and then said screw it i'm gonna start a hedge fund exactly like i don't think he finished actually no he did not friends presidency i knew that what a failure right yeah so right i know one of the other plays that's in here that's kind of interesting so kimball international if you call my value pick from last week is is the holding of michael berry he did trim the position back about nine percent he is up about 10 i think from where he started the position um it actually will tell you with their estimated uh cost basis here as well and then you know kind of where the stock trades now so that's kind of the click glance you can use to you know find things that haven't moved a lot since when they bought them but he's also started to accumulate some position in insurance companies and there's allstate and uh one that i found kind of interesting uh was not unit um where was it was it cxw yeah uh course civic uh it's a for-profit prison what yeah biden uh kind of shut down uh the federal government using for-profit prisons right so people are not kind of surprised that we were you know that by that move so they've had a quarter you know a decrease in their their stock price of of late kind of since the election here um but i thought it was an interesting move i'm not really sure you know what his thought process is there but uh it seems like a good deep value pick if you will well i guess all this is also like old though right so he could have exited that position well you know he held this as of six weeks ago basically we know oh right okay well okay yeah there was another uh uh finance company on here that i kind of found a little interesting i have to do a little bit more digging this one right here um yeah aries capital corporation it's a kind of a mid-sized um like a loan corporation but the crazy thing on them if let me see if i go so what's up oh it just fixed you're good oh man your camera it was super delayed and then just sped up like a lot and i think you might be interesting no you're still very delayed okay great well the interesting part for this aries capital corporation is look at their dividend yield eight point nine one percent really insane yeah really high yeah i know i need to do some more digging obviously they have like all their their loan portfolio published on the website but uh really evaluating that that loan portfolio is above my pay grade um but can you go over uh what a high dividend percentages and uh why that matters real quick so basically this is saying that uh for every you know dollar you put in um you'll receive 8.9 cents back yearly in terms of dividends meaning payments directly to you um so you know some it's a way to generate income from your underlying position much like like if you actually own the company directly right the uh yeah if you own a company whatever profits the company generates some of it will be reinvested back into the company some of it gets paid out as dividends and you know this the company is pretty mature so they have a pretty high dividend rate uh 8.91 percent is phenomenal and if you look at their their forward pe there it's 10.1 so it's a pretty good value company yeah that's pretty solid i mean it's not terribly out of line with the rest of the banking sector because these most many banks these days i mean citigroup i think is like uh under under 10 at this point put it that way um so there's certainly a lot of value from that that aspect in the banking industry yeah this is uh just want to give you guys another tool to kind of explore and look around a little bit and learn a little bit more about uh you know the some of the well-known prominent investors and what sort of holdings they currently have um so i would uh wow that's really yeah no it's super delayed all right the production value for two stupid uh guys trade stocks is not high yeah that's uh that's impressive i want my eight dollars back for my app epic cam i mean mine's looking fine so i don't i know but you were having a little trouble getting started today too no that's my computer yeah all right well uh you know wellwisdom.com that's the website we'll link it in the description below go ahead and check that out you can kind of learn a little bit about some of the well-known famous investors and see what they uh they currently are holding or we're holding as of december 31st all right sweet thank you thank you
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