This is part #2 of my deep dive into Burford. You can see part #1 (which included an overview and discussed Burford’s culture and credibility) here. Today’s post will discuss two key questions: How does the business evolve over time / what do returns look like going forward
- What valuation is it at currently in the books of Burford vs. SOP market price of Bur
Have you ever spoken to the institutional brokers that are showing around sub participation / parts of Petersen? jeffries i think is one of them that shows it out sometimes. to me its shown out at a very optimistic price, and they use these small trades to back-up their "market value"
Great use of expert calls. Particularly appreciate the recovery insight.
still I think a very speculative share to own,
- what share do they own of Peterson now?
- What valuation is it at currently in the books of Burford vs. SOP market price of Bur
Have you ever spoken to the institutional brokers that are showing around sub participation / parts of Petersen? jeffries i think is one of them that shows it out sometimes. to me its shown out at a very optimistic price, and they use these small trades to back-up their "market value"
and still worth remembering https://pracap.com/argentina/