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Michael Burry Reveals Top Stock Picks Amid SEC Frustrations

11/28/2025

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Summary

Story summary

Michael Burry has revealed his top stock picks after closing his hedge fund to outside cash due to SEC regulation frustrations, on his Substack Cassandra Unchained.
He names Lululemon (LULU), Molina Healthcare (MOH), Shift4 Payments (FOUR), and Fannie Mae (FNMA) as long-term holds with market caps from $2 billion to $12 billion.
Despite declines in the first three, he argues they are undervalued, and Fannie Mae has tripled on privatization speculation.

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Story summary

Michael Burry has revealed his top stock picks after closing his hedge fund to outside cash due to SEC regulation frustrations, on his Substack Cassandra Unchained.
He names Lululemon (LULU), Molina Healthcare (MOH), Shift4 Payments (FOUR), and Fannie Mae (FNMA) as long-term holds with market caps from $2 billion to $12 billion.
Despite declines in the first three, he argues they are undervalued, and Fannie Mae has tripled on privatization speculation.