Hi Andrew, any thoughts on Burford stock getting hammered after the court decision on the YPF case? I know this was a big part of the thesis, but I wonder whether this is overdone. Not sure if there are any other fundamental changes on the original thesis.
Hi Andres- happy to chat more offline. I'll say I had gotten really sour on the company and the management team over the past few years, so to me there was fundamental change to the thesis. I know other (smarter) bulls than me who disagree, but that's just kind of how I felt!
Hi, As a Pratchett fan I wanted to let you know that Guards Guards is the first of the Ankh-Morpork City Watch series. They can be read independent of the other Discworld books. https://en.wikipedia.org/wiki/Ankh-Morpork_City_Watch
Hi Andrew, any thoughts on Burford stock getting hammered after the court decision on the YPF case? I know this was a big part of the thesis, but I wonder whether this is overdone. Not sure if there are any other fundamental changes on the original thesis.
Hi Andres- happy to chat more offline. I'll say I had gotten really sour on the company and the management team over the past few years, so to me there was fundamental change to the thesis. I know other (smarter) bulls than me who disagree, but that's just kind of how I felt!
Hi, As a Pratchett fan I wanted to let you know that Guards Guards is the first of the Ankh-Morpork City Watch series. They can be read independent of the other Discworld books. https://en.wikipedia.org/wiki/Ankh-Morpork_City_Watch