Cassandra B.C. ✓

@MichaelJBurry__ · lỗ nhớ · joined 05 Feb 2021

Michael Burry Archive — archival and analytical commentary. Trade alerts, deleted posts, and context. Independent and unaffiliated.

115 270Followers

1Following

923Posts total

53.3KViews on collected posts

Son gönderiler

Cassandra B.C. ✓@MichaelJBurry__5 Sep

SHORT THOUGHTS Cassandra in Flames? The largest position is bleeding. That does not mean the thesis is dead. The market tests patience first. Then it tests grip. Subscribe to read the full note on losses, LULU, and the 20% rule. $LULU $ADBE $MOH $VEEV $SPY $QQQ #Stocks 7.6K views · 42 likes · 1 reposts · 6 replies Open on X →

Cassandra B.C. ✓@MichaelJBurry__4 Sep

@MichaelJBurry__ $UA was once a $30b company, it's now worth $3b. $LULU was once worth $75b, now its worth $12b... 219 views · 3 likes · 0 reposts · 1 replies Open on X →

Cassandra B.C. ✓@MichaelJBurry__4 Sep

Full post here 👇🏻 920 views · 1 likes · 0 reposts · 0 replies Open on X →

Cassandra B.C. ✓@MichaelJBurry__4 Sep

TRADING POST — September 4, 2026 Cock-a-doodle-doooooooo. Rise and shine. LULU broke. The bar is now low enough to step over. Under $100, it becomes a fat pitch if the brand ever grows again. Subscribe for the full valuation work and next moves. $LULU $JD $BABA $NKE $SPY 12.2K views · 62 likes · 3 reposts · 11 replies Open on X →

Cassandra B.C. ✓@MichaelJBurry__4 Sep

@MichaelJBurry__ At least he didn't Lululemon $LULU 408 views · 7 likes · 0 reposts · 0 replies Open on X →

Cassandra B.C. ✓@MichaelJBurry__3 Sep

https://t.co/GR3IrfgLRf 3.8K views · 3 likes · 0 reposts · 0 replies Open on X →

Cassandra B.C. ✓@MichaelJBurry__3 Sep

https://t.co/X0ngjGchC0 15.8K views · 99 likes · 8 reposts · 11 replies Open on X →

Cassandra B.C. ✓@MichaelJBurry__28 Aug

TRADING POST — August 28, 2028 First real sells of the week. One winner trimmed. One deal broke. Capital freed for better setups. Subscribe for the full trade update. $VEEV $PYPL $ADBE $MELI $JD $LULU $QQQ #Stocks #Investing #Markets #ValueInvesting #Portfolio 12.4K views · 18 likes · 0 reposts · 2 replies Open on X →

Aynı büyüklükteki hesaplara karşı

Son 90 güne ait 8 gönderi, 100K–1M takipçi aralığıyla yan yana. geniş kitleye gösteriliyor, ama izleyenlerin azı tepki veriyor.

Medyan görüntülenme5 686bu hesap5 983100K–1M için medyan

Erişim, %4.93%bu hesap1.49%100K–1M için medyan

Etkileşim, %0.64%bu hesap0.93%100K–1M için medyan

Ölçüt	Bu hesap	100K–1M için medyan	Oran
Gönderi başına medyan görüntülenme	5 686	5 983	0.95×
Erişim (görüntülenme ÷ takipçi)	4.93%	1.49%	3.31×
Etkileşim oranı	0.64%	0.93%	0.69×

Bu aralıktaki diğer hesaplar → Başka bir hesapla karşılaştır → Bu kıyas değerleri nasıl kuruluyor →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

12.4K28 Aug

15.8K3 Sep

3.8K

4084 Sep

12.2K

920

219

7.6K5 Sep

Last 8 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.17%28 Aug

0.75%3 Sep

0.08%

1.72%4 Sep

0.64%

0.11%

1.83%

0.64%5 Sep

Reactions — likes, reposts, replies and quotes — divided by views. Median for 100K–1M accounts is 0.93%.

What the audience does

Likes76.1%235 in total

Reposts3.9%12 in total

Replies10.0%31 in total

Quotes1.0%3 in total

Bookmarks9.1%28 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Son gönderiler

Aynı büyüklükteki hesaplara karşı

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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