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Posted by
Two Blokes Jul 9 -
Filed in
Stock
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4 views
Burford is the dominant player in litigation finance, with a proven model, strong track record, and a massive, expanding addressable market. Our long-term thesis is driven by Burford's unique data, underwriting expertise, and entrenched relationships, which create a widening moat versus competitors. Short-term earnings volatility masks true value, but historical ROIC and IRR are outstanding, and management is strongly aligned with shareholders.
