Veeva Systems is highlighted as the highest quality company in Michael Burry's portfolio and is on the creator's watchlist.
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7 Deep Value Stocks Burry is Buying Now
Jun 30, 2026
The creator discusses Michael Burry's deep value stock picks, focusing on Adobe. Despite a significant sell-off, Adobe reported record revenue growth of 11% (constant currency) in its recent quarter, raised full-year targets, and saw its AI-related revenue triple. The company also generated substantial operating cash flow and repurchased shares.
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PayPal's stock is down significantly from its highs, trading at a low PE, but its underlying business is deteriorating with increased competition and declining earnings.
Zoetis (ZTS) is experiencing a significant stock sell-off due to a double miss on earnings and revenue, lowered guidance, and increased competition weakening its moat.
Lululemon is a sell as it shows signs of struggle with declining comparable sales in America and a lowered fiscal year outlook.
Microsoft is mentioned as a potential free stock reward for new Canadian users on Mumu.
Tesla is mentioned as a potential free stock reward for new Canadian users on Mumu.
Nvidia is mentioned as a potential free stock reward for new Canadian users on Mumu.
Adobe reported record revenue growth and raised targets despite an aggressive sell-off, showing strong AI revenue growth and cash flow generation.
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