We just covered the Michael Burry Stock Portfolio: Top 8 Stock Picks in 2026 and Fiserv, Inc. (NASDAQ:FISV) ranks 6th on this list.
In early April, Michael Burry told his followers on Substack that he had bought shares in Fiserv, Inc. (NASDAQ:FISV) as he believed in the new leadership of the company. In May last year, Michael Lyons took over as the CEO of Fiserv, succeeding Frank Bisignano. Bisignano left the company after being confirmed by the US Senate to lead the Social Security Administration. In a post on Substack in mid-April, Burry outlined his position on value investing and the Fiserv connection. The stock has dropped over 66% in the past year.
In his post, Burry underlined that the market had not seen a true, widespread “everyone give up and go home” panic since the 2008 financial crisis or the 2002 dot-com crash, even the 2020 COVID crash did not last long enough. Because the market has stayed highly priced for so long, anyone waiting for truly cheap, high-return stocks has looked foolish for a very long time, per Burry, but he stressed that the math behind his Fiserv, Inc. (NASDAQ:FISV) bet checked out. Burry explained that the job of a value investor was to wait until a stock hit those ultra-cheap prices so they could lock in huge 15% to 20% future returns. But the problem was that stocks only got that cheap when the world felt like it was ending.
While we acknowledge the potential of FISV as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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