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IP Research Analysis
January 31, 2024
Burford
Capital: Risk from Insurance-Backed Financing
In Practise Analysis
IP Research
Burford
Capital
Omni Bridgeway
Cornered Resource
Process Power
Insurers & Financials
Financials
Show 4 industries
Article Extract
...
In our survey of law firms last month, respondents claimed new, insurance-backed funding products entering the market are the biggest risk to traditional funders. Such products aim to provide a lower cost of capital to law firms and plaintiffs compared to
Burford
and funders. Over the last month, we’ve spoken to various brokers, carriers, and lenders to understand how and why insurance-backed financing may be a risk to BUR.
...
IP Research Analysis
December 12, 2023
Burford
Capital: Law Firm Survey
In Practise Surveys
IP Research
Burford
Capital
Omni Bridgeway
Cornered Resource
Process Power
Insurers & Financials
Financials
Show 4 industries
Article Extract
...
Aim of the Survey
...
Company Profile
April 7, 2023
Burford
Capital Limited
IP Company Profile
IP Research
Burford
Capital
Omni Bridgeway
Cornered Resource
Process Power
Insurers & Financials
Financials
Show 4 industries
Article Extract
...
We have studied
Burford
Capital since 2016. This learning journey walks through the following topics:
...
IP Research Analysis
April 6, 2023
Burford
Capital Valuation Framework
In Practise Analysis
IP Research
Burford
Capital
Cornered Resource
Process Power
Insurers & Financials
Financials
Show 4 industries
Article Extract
...
There are three components of BUR’s equity value:
...
IP Research Analysis
March 19, 2023
Burford
Capital & Litigation Fair Value Accounting
In Practise Analysis
IP Research
Burford
Capital
Omni Bridgeway
Cornered Resource
Process Power
Insurers & Financials
Financials
Show 4 industries
Article Extract
...
Yesterday,
Burford
failed to provide audited FY22 financials citing ongoing discussions with the SEC around ‘modifications to our fair value approach’. BUR said that this ‘discussion’, not investigation, is happening because it's the first year of full reporting under GAAP.
...
IP Research Analysis
August 17, 2022
Weekly Update: Universal Music,
Burford
Capital, Cogent, Wayfair CastleGate, & ODFL
In Practise Weekly Update
Burford
Capital
Universal Music
Cogent Communications
Wayfair
Old Dominion Freight Line
Cornered Resource
Process Power
Network Effects
Counter Positioning
Insurers & Financials
Unique IP & Brands
Physical Infra & Networks
Vertically Integrated Retailer
Financials
Communication Services
Consumer Discretionary
Industrials
Show 18 industries
Article Extract
...
Content Published Last Week
...
IP Research Analysis
August 14, 2022
Burford
H1 22 Results: Duration and Cash Income Reconciliation
In Practise Analysis
Burford
Capital
Cornered Resource
Process Power
Insurers & Financials
Financials
Show 4 industries
Article Extract
...
BUR H1 22 Results & Case Duration
...
IP Research Analysis
June 9, 2022
Burford
Capital & YPF Risk-Reward
In Practise Weekly Analysis
Burford
Capital
Cornered Resource
Process Power
Insurers & Financials
Financials
Show 4 industries
Article Extract
...
Since the 2019 Muddy Waters short report, we’ve been following
Burford
Capital (BUR) very closely as personal shareholders and have also published various pieces of content on the company:
...
IP Research Analysis
November 29, 2021
Burford
Capital Management Team, Capital Allocation, and Liquidation Value
In Practise Weekly Analysis
Burford
Capital
Cornered Resource
Process Power
Insurers & Financials
Financials
Show 4 industries
Article Extract
...
In August 2019, Muddy Waters (MW) released a short report on
Burford
Capital (BUR) claiming it had turned ‘Enron-esque mark-to-model accounting into the biggest stock promotion on the AIM market’. BUR’s market value declined 80% peak-to-trough and still trades ~50% below the pre-MW price per share.
...
IP Research Analysis
August 9, 2021
Burford
Capital & Litigation Finance
In Practise Weekly Analysis
Burford
Capital
Omni Bridgeway
Cornered Resource
Process Power
Insurers & Financials
Financials
Show 4 industries
Article Extract
...
We believe
Burford
Capital is one of the most misunderstood, high-quality businesses we’ve come across over the last few years. Last week we interviewed the cofounder and CEO of
Burford
to share insights into the realities of investing in litigation assets.
...
Weekly update
January 31, 2024
Burford
& Insurance-Backed Funding, Discount Gyms, AppFolio, EVO, ACV Auctions, ODFL
Evolution
The Gym
AppFolio
Trupanion
Burford
Capital
XPO
Playtech
Old Dominion Freight Line
Article Extract
...
Content Published Last Week
...
December 19, 2023
Burford
Capital & the Risk of Insurance Products: Law Firm Angle
Current Partner at US Law Firm
IP Interview
Burford
Capital
Omni Bridgeway
Cornered Resource
Process Power
Insurers & Financials
Financials
Show 4 industries
Interview Extract
...
In Practise: Can you share some context about your background to start please?
...
Weekly update
December 13, 2023
Burford
Capital: Law Firm Survey, GYM & Discount Gyms, Hilton, EVO, DDOG & SNOW, Vistry Group, W vs AMZN, Fortinet
The Gym
Evolution
Wayfair
Fortinet
Snowflake
Burford
Capital
Amazon
Datadog
Databricks
Hilton Grand Vacations
Zscaler
Cisco
Article Extract
...
Content Published Last Week
...
December 11, 2023
Investor Dialogue:
Burford
Capital - Moat, Insurance Risks, Sysco, YPF
IP Dialogue
Burford
Capital
Omni Bridgeway
Cornered Resource
Process Power
Insurers & Financials
Financials
Show 4 industries
Article Extract
...
I think the first broad question is just around the durability of IRRs and overall returns for
Burford
. How and why is
Burford
's returns or edge in financing litigation durable?
...
Weekly update
November 7, 2023
Burford
Capital, Evolution Gaming, Atlassian, Wayfair, R1, Becle, LTL
Evolution
Wayfair
Atlassian
Becle
R1 RCM
ServiceNow
Amazon
Mainfreight
Overstock
Article Extract
...
Content Published Last Week
...
November 6, 2023
Burford
Capital: Law Firm and Funder Relationship
Partner at US Patent Law Firm
IP Interview
Burford
Capital
Omni Bridgeway
Cornered Resource
Process Power
Insurers & Financials
Financials
Show 4 industries
Interview Extract
...
In Practise: To provide some context, I've been following this sector for about four or five years now, essentially since the Muddy Waters short on
Burford
Capital. I've been very interested in litigation finance and the industry, so I wanted to learn more about the perspectives of litigators, law firms, and corporates.
...
Weekly update
September 25, 2023
Burford
& Elliott vs Argentina, CACC, SHEIN, Smurfit / WestRock, MaxCyte, Alteryx
SHEIN
WestRock
MaxCyte
Alteryx
Credit Acceptance
Burford
Capital
ASOS
boohoo
Amazon
Salesforce
Article Extract
...
Content Published Last Week
...
September 22, 2023
Burford
Capital, Elliott Management & Collecting vs Argentina
CEO of Latam Advisors LLC
IP Interview
Burford
Capital
Omni Bridgeway
Cornered Resource
Process Power
Insurers & Financials
Financials
Show 4 industries
Interview Extract
...
In Practise: What were your thoughts on the summary judgment?
...
Weekly update
July 11, 2023
Costco, Kinsale, Transdigm, HEI,
Burford
Capital, Danaher
HEICO
Danaher
Costco Wholesale
TransDigm Group
Burford
Capital
Article Extract
...
Burford
Capital
...
IP Fieldwork Podcast
July 7, 2023
Burford
Capital
IP Podcast
Burford
Capital
Omni Bridgeway
Cornered Resource
Process Power
Insurers & Financials
Financials
Show 4 industries
Article Extract
...
This is a new podcast we're launching which is a more relaxed format discussing what we've learned from our internal primary research over the last week. Please add our feed to your podcast player to keep up to date with future podcasts.
...
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