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burry-asymmetric-contrarian

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Use when evaluating Michael Burry-style contrarian, asymmetric, unpopular trades: deep mispricing, short theses, complex assets, forced consensus errors, and catalyst-driven downside/upside.

When to use

• Contrarian long or short analysis
• Complex asset mispricing
• Bubble, fraud, credit, mortgage, or capital-structure review
• A Burry-style short thesis or deep-value thesis
• Whether a hated or ignored asset has asymmetric payoff

When not to use

• Being contrarian for its own sake
• Ignoring borrow, carry, margin, or timing risk
• Using secondhand summaries when primary docs exist
• Sizing so large that being early becomes fatal

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