Michael Burry teases mystery U.S. stock with 30-year rule

Michael Burry has spotlighted Samsung Electronics’ tangible book value per share as a longstanding buy signal and argues the concept is simple yet powerful for cyclical firms. In a June 8 post, the investor urged readers that when Samsung trades at tangible book value, investors should buy, period, describing the pattern as having appeared eight times over 30 years and delivering substantial long-run gains. He noted that he had already bought Samsung in early 2025 and disclosed it as one of his fund’s top holdings. He also signaled a similar opportunity could exist in a U.S. stock, though no name was given. The broader point is that tangible book value provides a floor for durable businesses.