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Michael Burry·Cassandra Unchained (Michael Burry Substack)·Substack·2026.08.11

Trading Post August 11, 2026

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English Original

Today I added to my three largest shorts.

But first I bought stock.

I added to my Molina Healthcare position at $198. This is a full position, but had fallen off in relative size due to capital movements on my part. Molina is now more on par with my largest positions again.

I believe in Molina long term, and feel the political season may be shaping up as a good one for the company, which would be a nice surprise.

My original write-up from late December is worth reading again.

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Trading Post August 11, 2026 — 인텔리뷰 | 인텔리뷰 Inteliview