Added to YB: 2025-11-05
Pitch date: 2025-10-30
BUR [neutral]
Burford Capital Limited
-5.66%
current return
Author Info
Triple S is a professional special situations investor who shares ideas in their newsletter. 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
$9.54
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
The $18 Billion Argentina-YPF-Burford Mess
BUR (overview): Burford's Argentina-YPF case faces Second Circuit skepticism on US jurisdiction despite strong contract breach claim. Bought distressed claims for €15M, seeking 37,000% return on $18B judgment. Risks: forum dismissal to Argentina, damages haircut from peso conversion/interest rate issues. Core argument solid but execution vulnerable.
Read full article (7 min)