Added to YB: 2025-07-11
Pitch date: 2025-07-10
BUR [bullish]
Burford Capital Limited
-37.13%
current return
Author Info
Coughlin Capital is a long-term investor dedicated to uncovering quality, undervalued companies. Sharing my journey as a do-it-yourself investor with in-depth research, actionable insights, and lessons learned along the way. Sign up for the newsletter.
Company Info
Burford Capital Limited provides legal finance products and services worldwide. The company operates in two segments, Principal Finance, and Asset Management and Other Services.
Market Cap
$2.0B
Pitch Price
$14.31
Price Target
N/A
Dividend
1.36%
EV/EBITDA
14.00
P/E
23.15
EV/Sales
8.81
Sector
Financial Services
Category
special_situation
Burford & YPF — Judgment Secured, Outcome TBD
BUR: Litigation funder could collect $8-9B from $16.1B YPF judgment, ~2.5x current $3.5B market cap. Judge ordered Argentina to transfer 51% YPF stake within 14 days, signaling likely enforcement. Stock now at pre-tax scare levels, but market still discounting this win as a binary outcome. Political/tax risks remain despite recent victories.
Read full article (5 min)