Artem Fokin, Portfolio Manager at Caro-Kann Capital LLC, returns to the podcast (for the fourth time) to discuss Burford winning the YPF case and the fundamental thesis post-trial. You can find Artem’s first appearance on BUR here
Another great update. I just want to add how much I value the transcripts, for all the episodes but especially for these where I struggle a bit with the accent. If these hadn’t had transcripts I would be worth six figures less today!
Artem Fokin discusses Burford winning the YPF case + fundamental thesis post-trial $BUR (podcast #194)
Andrew, any concerns that strong dollar with cause sufficient enough stress on Argentine economy that BUR won't be able to collect as much?
Another great update. I just want to add how much I value the transcripts, for all the episodes but especially for these where I struggle a bit with the accent. If these hadn’t had transcripts I would be worth six figures less today!