Insights
Every fight, laid out in full.
Both cases at full strength. The money behind them. And the tell.
Live
Burry vs. The Crowd: Inside the $1.1B Bet Against Nvidia and Palantir
Michael Burry made his name betting against the last bubble. Late in 2025 he bet again — and half a year in, the scoreboard is split.
Michael BurryNvidiaPalantirLive Fight
Wrong
The Fight That Ran Five Years: Ackman vs. Icahn on Herbalife
In 2012, Ackman shorted a billion dollars of Herbalife and called it a fraud on live TV. Icahn took the other side and just kept buying. The tell had settled it on day one.
Bill AckmanCarl IcahnCase StudyArchive
Wrong
Even Legends Miss: Druckenmiller and the Top He Bought Instead of Sold
Why our scorecard shows the losses as loudly as the wins — told through the trade Stanley Druckenmiller has spent two decades explaining.
Stanley DruckenmillerMethodologyRisk