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 Magnera Corporation (NYSE: magnificent) 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)).
MAGNER CORPORATION (MAGN): Between Michael Burry’s stocks with great potential upside down
Michael Burry of Sion Asset Management
Sion Asset Management’s Stake: $ 3.63 million
Analyst in reverse from May 9: 47.25%
Number of coverage fund holders: 47
MAGNER CORPORATION (NYSE: MAGH), formed through the merger of the Glatfelter and Berry HH & S divisions, manufactures fiber -based products. The company offers light paper and composed fibers for a wide range of applications, such as food and drinks, wall coverage, technical specialties, compound laminates and metallic products.
MAGNER CORPORATION (NYSE: MAGH) reported income and income from the second quarter on May 7, which reduced to the expectations of analysts, while also reduced their orientation for a whole year. The company cited the results of world -on -one economic uncertainty. According to the CEO Curt Begle, Magnera is “ready to take the appropriate operational and cost measures that are in accordance with the realities of the short -term market” in the face of rates based demand concerns. Looking forward, Magne Corporation (NYSE: MAGH) reduced the rank of its comparable Ebitda Comparable Guide for a whole year from 360 to $ 380 million. The company reiterated its projection of free of charge, adjusted cash flow after 2025 prosecutor, which was 75 to $ 95 million.
Kingdom Capital Advisors declared the following with respect to Magnera Corporation (NYSE: magnificent) in his Q4 2024 Investor letter:
“Our most significant addition to the fourth quarter was MAGNER CORPORATION (NYSE: magnificent). The product of a merger between the companies of Glatfelter and Berry HH & S, Magneta began to negotiate independently in November. The combined entity should present its 10-K shortly and report its quarter in February, after we hope that the improvement of volumes for its non-fabric will be evident. This is not an exciting business, producing products such as towels, diapers, etc. Magnera turned with a significant amount of debt, but we interpret its $ 800 million graders that they offer as a sign that the business is becoming. The debt is cheap, called and endorsed by important assets. We hope the management will focus on the arrest quickly. As a bonus, some of his business lines were affected by the cheap imports of recent years, and I hope that magnifier could be the beneficiary of a tougher fare regime. At a high level, here is our investment framework: • Magenra should have about $ 1.8 million of net debt after turn and 36 million pending shares, with about $ 400 million from Ebitda. Actions are currently commercialized at $ 18. • I think magnifier can generate> $ 100 million of annual FCF over the next three years, while Ebitda grew at $ 475-5 billion through synergies and volume recovery. These companies have had an average of more than $ 500 million of Ebitda annually in the last decade, which suggests that this standardization is not too aggressive. • In its current 6x ebitda, this would involve commercial operations for $ 40 per action within three years (~ 120% ascending/30% irrigation). “”
Usually mam Ranks 4th In our list of Michael Burry’s stocks with great potential upside down. Although we recognize the potential of magnificent 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 more promising than magnificent Ia stock cheap.
