Burford’s business model is one of capital deployment. The company reinvests proceeds from previous investments and raises private funds to act as asset manager. Although it has temporarily escaped competition, finding refuge in the high end of the market, it is unclear how sustainable their returns are.
Thank you very much Kevin, glad you found it useful! As to your question, I have a vague idea but too early to share it. Will try to work on that for my next write up.
Nice work, thank you for posting!
My pleasure Larry, glad you found it useful!
Extremely valuable. What valuation method would.you use to value Burford?
Thank you very much Kevin, glad you found it useful! As to your question, I have a vague idea but too early to share it. Will try to work on that for my next write up.
Thanks for another brilliant write up, Giuliano!
My pleasure. Thank you for taking the time my friend!
Thank you for keeping this open! It was very helpful!
My pleasure Carl! I'm very glad to hear it was helpful.