An analysis of Q1 13-F findings
An analysis of Michael burry and Stanley Druckenmiller's portfolio.
Recently, I predicted that in Q1 or Q2, Michael Burry or Stanley Druckenmiller could have a sizeable (top 5) position that benefits from rising uranium prices due to their investment styles, previous investments and the strong case for investing in uranium. Currently, neither of them do have a top 5 position linked to uranium but there were some notable changes. For Stanley Druckenmiller the two things that stood out was;
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