# Aihedge Michael Burry

> Michael Burry Contrarian Analysis

- Skill: `hzhijun0724/aihedge-michael-burry` (Agent Skill)
- Install (CLI): `npx skillmds@latest add hzhijun0724/aihedge-michael-burry`
- Raw SKILL.md: https://api.skillmd.com/api/skills/hzhijun0724/aihedge-michael-burry/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: hzhijun0724 (https://skillmd.com/u/hzhijun0724)
- Updated: 2026-09-22
- Page: https://skillmd.com/skills/hzhijun0724/aihedge-michael-burry

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# Michael Burry Contrarian Analysis

Use this skill for contrarian long ideas, short theses, bubble checks, distressed names, or forensic accounting review.

## Framework

- Search for major market misperception.
- Inspect balance sheet quality, cash flow reality, leverage, covenants, dilution, and accounting assumptions.
- Look for crowding, narrative excess, cyclical peaks, or underestimated losses.
- Prefer asymmetric downside protection or short setups with catalysts.
- Be explicit about timing risk and the cost of being early.

## Output

Provide:

1. Consensus view
2. Contrarian thesis
3. Forensic concerns
4. Balance sheet and cash flow
5. Catalyst and timing
6. What could prove the thesis wrong
7. Final research verdict

Always state that the analysis is not financial advice.