We recently published a list of 10 actions by Michael Burry with great potential in reverse. In this article, let’s take a look at where Oscar Health, Inc. (NYSE: OSCR) is against other stocks of Michael Burry with great potential upside down.
Michael Burry, founder and manager of SCION ASSET MANAGEMENTis best known for predicting and taking advantage of the collapse of the housing bubble in the mid -2000’s. Its daring opposite bet was famous in the book and the movie “The Big Short.” Burry’s investment strategy is based on the analysis of the rigorous market and the principles described in Benjamin Graham and the book “Security Analysis” by Benjamin Graham and David Dodd. The book defended the merits of financial state analysis, emphasizing the importance of intrinsic value and structured investment principles.
That said, Burry has never avoided putting his stamp different from the principles proven in the time of Wall Street. Burry has used a conventional fortune and wisdom of the market, such as derived values and short sale, Burry has accumulated a fortune, challenging the conventional wisdom of the market. Its 2001 Sion Conducting Fund of Value Provides a fascinating view of its opposite perspectives, which prioritizes the long -term value in short -term pricing fluctuations. Burry makes it clear that to obtain significant long -term returns, he is willing to tolerate short -term volatility. Stated:
“I will always choose the bill of the dollar that involves a fluctuating discount instead that the bill of the dollar that is sold by a fairly stable premium.”
It also does not have any important investments in some actions that they believe are undervalued, a tactic that the investor used to strengthen Sion’s stakes in late 2024.
In the quarter of December 31, 2024 just before Deepseek’s artificial intelligence advance led to an increase of $ 1.3 trillion in Chinese technology actions, Michael Burry unloaded some of his investments in the country’s technological actions. The movements took place in the middle of a highly volatility period for Chinese actions, when investors seemed to lose faith in Beijing after the implementation of a stimulus pack in late September. Government actions triggered a wild manifestation until early October, although the impetus decreased due to a real estate crisis, a bad economic perspective and an dissatisfaction with the extent of the fiscal stimulus in the following months.
For this article, the Sion Wion Asset Management, 13f 13f, files were examined to list Michael Burry’s actions with the highest potential. We classified the companies in ascending order of their potential in reverse. These actions are also popular with elite coverage funds.
Why are we interested in the stocks that cover the funds? The reason is simple: our research has shown that we can overcome the market by imitating the best stock options for the best coverage funds. The strategy of our quarterly bulletin selects 14 stocks of small layers and large layers each quarter and has returned 373.4% since May 2014, surpassing its reference point at 218 percentage points (Check out more details here)).
Oscar Health, Inc. (OSCR): Among the stocks of Michael Burry with great potential on the reverse
A foreground of a patient and a healthcare professional participating in conversations, showing the commitment of the company to patient care.
Sion Bass Management Management: $ 2.68 million
Analyst in reverse from May 9: 28.03%
Number of coverage fund holders: 107
Oscar Health, Inc. (NYSE: OSCR) is a health insurance company that uses a complete technology platform to offer and manage insurance. Its main operations and services include health insurance plans, the Oscar technology platform and the members of the members. The company focuses on the health insurance sector through telemedicine, health -centered technological interfaces and transparent claim pricing systems.
On May 7, Oscar Health, Inc. (NYSE: OSCR) announced revenue and revenue from the first quarter that exceeded expectations. The Company reported a profit -adjusted profits of $ 0.92, exceeding the estimation of $ 0.81 consensus. The revenue for the quarter was $ 3.05 million, exceeding $ 2.84 billion, which represented a 42% year -on -year increase of $ 2.14 billion in the first quarter of 2024. In March 31, the company had more than 2 million members, up to 1.45 million in the previous year.
Artificial intelligence is another area of growth of the company. During the results of the fourth quarter of Oscar Health, CEO Mark Bertolini stated that the company quickly unfolds artificial intelligence in additional areas of its business. He stated that last year, the company implemented and in 11 new cases of use. Ten additional use cases are expected for the first quarter of 2025.
Longleaf Partners Small-Cap Fund declared the following with regard to Oscar Health, Inc. (NYSE: OSCR) in its Q4 2024 Investor letter:
)Oscar Health, Inc. (NYSE: OSCR) – The Oscar Health Insurance and Software company was a maximum detractor for the quarter, while he was a maximum contributor to the year. The company delivered another strong quarter operating, reaching more than 60% of year -on -year income and members growth, while moving towards its publicly indicated objective of 5% of operating income margins. Despite the operational progress, Trump’s presidential victory weighed the price of actions in the quarter due to the uncertainty added to the future of improved ACA grants that will expire at the end of 2025 and broader implications for the same ACA. The Oscar still has non -appreciated assets in various regions in different stages of extension, moving from the mode of investment in some areas to higher margin operations in others. We see it as a long -term positive, highlighting the long -term growth potential embedded in the Oscar. While the news related to the election contributed to the volatility of actions during the second half of the year, we took advantage of the volatility by cutting and adding to our position. It was powerful to see co -founder Josh Kushner and CEO Mark Bertolini (through its foundation), each purchase of more than $ 10 million in shares worth the electoral sale. “”
Overall, OSCR 6th In our list of Michael Burry’s stocks with great potential upside down. Although we recognize OSCR potential as an investment, our conviction lies in the belief that some AI actions have a greater promise to obtain higher yields and do it in a shorter period. There is an AI stock that increased since the beginning of 2025, while the popular AI actions lost around 25%. If you are looking for a stock of Ia is more promising than the OSCR, but that sells less than five times, see our report on this Ia stock cheap.
