'Buy It. Period.': Michael Burry Urges Investors to Hold This Long-Term Compounder Stock for Life

Investor summaryBullish

Michael Burry advises buying Samsung Electronics whenever it trades at or near its tangible book value for long-term holding.

Bull points

Backed by an exceptionally good business that acts as a long-term compounder.
Clear valuation rule: buy when trading at or near tangible book value / net asset value.
Endorsed by Michael Burry, who recently bought in at this valuation level in early 2025.

005930.KS价值 / 回购

Post body

https://www.ibtimes.co.uk/michael-burry-investment-strategy-buy-samsung-tangible-book-value-1802131

Burry said that Samsung Electronics is among those stocks that are backed by businesses so good that the time to buy is defined by a simple, recurring rule.

'Samsung Electronics is the belle of the ball these days. Just last year, however, it traded extensively at tangible book value. When Samsung Electronics stock hits tangible book value per share, buy it. Period. No more analysis needed,' he wrote.

For investors who wouldn't blindly follow Burry's signal, he urged them to 'do the analysis once,' and 'then just buy it at net asset value' for the rest of your life. He revealed buying into the stock in early 2025 when the stock was trading at or near tangible book value.

Discussion · top comments10 selected

u/Creative_Squash_1083 30· 2d ago

Sure, it's basically a third of the South Korean government and is going nowhere. That said, law of large numbers dictates that all the millionaires are already made.

u/monkeybawz 5· 2d ago

At this point, Samsung should get a safe thing with a good dividend.

u/Dax420 21· 2d ago

Why on earth is anyone still listening to this guy. Even a broken clock is right twice a day, but Burry was only right once.

u/mulletstation 15· 2d ago

Burry also said to short sandisk

u/Creative_Squash_1083 7· 2d ago

And Lulu > msft

u/mediocre_remnants 3· 2d ago

The guy who's most famous for being right once. Nearly 20 years ago.

u/website-buyer 2· 2d ago

"When Samsung Electronics stock hits tangible book value per share, buy it. Period."

He said this. Tangible nbook value is 207b usd, market cap is 1000b. So he’s not saying now is a good time to buy. Only if market cap reached 207b or less

u/arcademachin3 2· 2d ago

Hey great. How TF do I buy Samsung

u/Creative_Squash_1083 2· 2d ago

Are you American? SSNLF.

It's OTC though, your broker may charge fees.(If they even allow it.)

u/Alt0987654321 1· 2d ago

aren't 2x ETF's on Samsung the most held asset in Korea right now? That seems alot like the gambling that happens when a bubble is at it's peak.

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