The Big Short "What investing did Micheal Burry do?

REIT's are close to guaranteed income. STOR is safer but, lower returns. DISney is Entertainment not T. Google is an ad platform. The first thing businesses do in a recession is cut ads. That is the worst thing they can do and those that advertise come out of the recession as winners. W/ no debt fb can weather even gov't attacks. Altaba is just weird. Buying celg, fph, and cplg . hold GME, dis already. Best Recession portfolio I've seen.

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