Michael Burry, the investor known for shorting ahead of the 2008 financial crisis, is optimistic about Build-A-Bear Workshop (BBW), according to a Substack analysis reported by Business Insider, and he disclosed holding the stock since August 2026. The shares, which topped $75 in 2025, now trade around $25, down more than 50% so far in 2026. Burry argues the market underestimates the company's restructuring and notes that about 25% of its free float is sold short, which could set up a short squeeze. He estimates a market capitalization below $300 million, no financial debt and EBITDA of about $80 million. However, fiscal Q2 2026 revenue fell 7.2% to $115.3 million, and the company cut its full-year revenue forecast to $500–525 million.
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Original headline: Huyền thoại từng kiếm bộn tiền từ khủng hoảng 2008 bất ngờ đặt cược vào 1 cổ phiếu bán gấu bông
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