FISVFiserv · payments
Burry's fill~$48–49
Full 5–7%10-yr lowCastle tier
- ✓License to print money at a decade low — record EPS nobody believes yet.
FISV −4.2%
FNMA +12.4%
BABA +2.1%
$TENDIES +69%
ZTS −1.8%
FMCC +9.1%
VEEV −2.4%
$YOLO +420%
JD +3.7%
$MOON +100%
$GAINS +∞%
FISV −4.2%
FNMA +12.4%
BABA +2.1%
$TENDIES +69%
ZTS −1.8%
FMCC +9.1%
VEEV −2.4%
$YOLO +420%
JD +3.7%
$MOON +100%
$GAINS +∞%
Wednesday Jun 18
the group 💬
who's got a play this week 👀
market's been cooked lately ngl
cam's been cooking 🧑🍳
dropped a full breakdown below. five picks, sourced and reasoned. read the post before you ape in 👇
also threw the fannie/freddie release trade on the board for the patient money 🏛
no paper hands in this group chat
🔥 Plays of the Week
BABAAlibaba · China tech
Burry's fill~$109.50
Full positionP/S collapsed
- ✓Revenue ripping while the stock fell 70–80% — gross margin at/near all-time highs.
ZTSZoetis · animal health
Burry's fill~$78.70
Full positionForever hold?
- ✓The only pure-play global animal-health compounder — recent fear far overdone.
VEEVVeeva · life-sci SaaS
Burry's fill~$160.60
Becoming fullAI-resistant
- ✓Moat-y system-of-record for pharma that the "AI kills SaaS" fear doesn't touch.
JDJD.com · China retail
Burry's fill~$28.30
Very full positionP/S collapsed
- ✓Same setup as BABA — revenue up, margins holding, one of Burry's biggest adds.
🏛 Deep Cut · Longer-Term Burry
FNMAFannie Mae · GSE
The tradeRelease ▲
Long-term thesisNot from this week
- ✓The conservatorship-release bet. In government conservatorship since '08 — a recap + release would re-rate the equity hard. Burry's long-running asymmetric GSE play.
FMCCFreddie Mac · GSE
The tradeRelease ▲
Long-term thesisNot from this week
- ✓The sister play to FNMA. Same structural setup — release from conservatorship is the binary catalyst. Patient-money position, not a fresh entry call.
On the GSEs 🏛 FNMA + FMCC aren't from this week's Trading Posts — they're Burry's older, long-running Fannie/Freddie thesis. No stated entry price here; it's the structural "release trade," highly binary on policy. Size accordingly.
House Rules 📋
1. No paper hands — you post a play, you hold your conviction
2. Always post your entry price — no revisionist history
3. Do your own work — Cam distills, you decide
4. Gains get shared in the group chat. Losses also get shared (rules are rules)
1. No paper hands — you post a play, you hold your conviction
2. Always post your entry price — no revisionist history
3. Do your own work — Cam distills, you decide
4. Gains get shared in the group chat. Losses also get shared (rules are rules)
Latest Plays
18
Jun
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Not financial advice. Goldman Stacks is a group chat having fun. Prices are sourced figures, not live quotes. Do your own work and size your own risk.