Is Michael Burry going from The Big Short to The Big Long?

The famed short-seller just compared Molina Healthcare $MOH ( ▲ 2.47% ) to Warren Buffett’s legendary Geico bet, going so far as to say he’d buy the beat-up health insurer outright if he had the cash.

The stock has been crushed. The industry is under fire. To Burry, that just means the price is finally starting to make sense.

— Brooks & Cas

Most investors rely on headlines, gut feel, or tips from social media. Professionals do not. They use a repeatable framework to evaluate businesses, manage risk, and stack the odds in their favor.

In this free live masterclass, equity research analyst Henry Chien walks through how pros actually pick stocks. It’s your chance to ask questions to a Wall Street insider live and see how real analysis works.

The session takes place on Thursday, 1/22 at 4:30 PM ET. Spots are limited and early access matters.

Intel $INTC ( ▲ 1.69% ) rose after Nvidia $NVIVQ ( 0.0% ) disclosed a $5B stake purchase in a recent regulatory filing.

AXT $AXTI ( ▲ 8.29% ) rebounded from its early equity offering-induced sell-off.

Newmont $NEM ( ▲ 2.05% ) gained as precious metals rebounded, lifting mining stocks.

Meta Platforms $META ( ▲ 1.1% ) edged higher after acquiring AI startup Manus.

Boeing $BA ( ▲ 0.58% ) won an $8.58B US Air Force contract to build fighter jets for Israel.

To monitor hot stocks in real time, check out The Street Feed.

Off-price retail has been one of the market’s most reliable winners in recent years. But Burlington Stores $BURL ( ▲ 0.35% ) somehow missed the party.

While peers surged over the past five years, Burlington shares barely moved. That underperformance came with reasons. Burlington is the smallest of the major off-price chains and has struggled with store productivity, merchandising consistency, and supply chain execution. Investors lost patience.

But now, according to Barron’s, the setup is shifting.

Burlington caters to a value-focused consumer, yet earnings tell a stronger story. Earnings per share rose more than 30% over the past two years, proving demand holds even under pressure.

Analysts cited by Barron’s expect EPS to rise nearly 20% in the current fiscal year and another 14% next year. That growth outpaces TJX Cos $TJX ( ▼ 0.72% ) and Ross Stores $ROST ( ▲ 0.4% ), even though Burlington trades at the lowest valuation of the group.

Margins also stand out. Gross margin recently sat near 40%, above its five-year average and well ahead of peers. And analysts expect further expansion as supply chain investments pay off. Bernstein believes Burlington can deliver roughly double the earnings growth of Ross, while trading at a lower multiple.

Burlington plans to open more than 100 new, higher productivity stores per year, replacing older formats. The brand still operates hundreds fewer stores than Ross, leaving room to grow. The balance sheet supports it. Liquidity totals about $1.5 billion, and share repurchases continue.

Meanwhile, recent traffic data points to improving momentum. Per Barron’s, Burlington enters the new year with better stores, better margins, and a valuation that already reflects skepticism. Sometimes a laggard just needs a longer warm-up.

Most stock pickers focus on price moves and narratives. Professionals focus on business quality and metrics that compound over time.

This live masterclass breaks down the gaps that quietly hold investors back.

You will learn which signals actually matter, which numbers mislead, and how Wall Street insiders filter opportunities before they ever place a trade.

Hosted by Henry Chien, alongside The Street Sheet, this free session is also your chance to ask questions and see if the deeper course is right for you.

Thursday 1/22 at 4:30 PM ET.

Axios: Federal Reserve minutes showed some officials hesitated to support further 2026 rate cuts amid inflation concerns and dissent.

WSJ: Meta $META ( ▲ 1.1% ) agreed to acquire Singapore-based AI startup Manus for over $2B.

CNBC: US home affordability improved as prices stayed flat and mortgage rates fell to 6.19%, though down payments remained first-time buyers’ biggest hurdle.

CNN: Starbucks $SBUX ( ▼ 0.37% ) closed about 400 urban stores as CEO Brian Niccol reversed saturation strategy amid remote work, competition, and rising costs.

TechCrunch: Investors said enterprises would boost AI budgets in 2026 while consolidating spending around fewer vendors with proven returns.

Are you bullish or bearish on Synaptics $SYNA ( ▼ 0.03% ) over the next 12 months?

▇▇▇▇▇▇ 🐂 Bullish

▇▇▇▇▇▇ 🐻 Bearish

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