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Carson C. Block · research-note

Burford Capital Ltd. (BUR LN)

25 pages · 3 arc beats · 1 loops

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Burford Capital Ltd. (BUR LN)

Carson C. Block · 2019-08
arc beats above · slides in the middle · loops below · scroll → 1 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON
Narrative range 21 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 4 slides 100% 4/4 slides 100% 4/4 slides · 33 hits
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50% 2/4 slides 100% 4/4 slides 100% 4/4 slides Agitate 15 slides 100% 15/15 slides 100% 15/15 slides · 110 hits
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66.7% 10/15 slides 100% 15/15 slides 100% 15/15 slides Solution 2 slides 100% 2/2 slides 100% 2/2 slides · 17 hits
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50% 1/2 slides 100% 2/2 slides 100% 2/2 slides

Slide inventory

25
every slide · same image gating as the playbook
01
Slide 1
Page 1 of 25other
Open slide detail
02
The slide serves as an introduction to a short report, establishing the company profile and the core thesis of accounting fraud.frame_problem
Open slide detailBeat · ProblemLoop · Cost Of Inaction
03
The slide functions as a short-seller research note, specifically targeting governance and accounting transparency.expose_contradiction
Open slide detailBeat · ProblemLoop · Cost Of Inaction
04
The text details seven specific techniques used by BUR to manipulate investment return metrics.summarize
Open slide detailBeat · ProblemLoop · Cost Of Inaction
05
The slide uses a 'fraud-exposure' framework to systematically dismantle the company's financial reporting integrity.expose_contradiction
Open slide detailBeat · ProblemLoop · Cost Of Inaction
06
The slide uses a specific case study (Napo) to illustrate accounting manipulation and unethical management practices.expose_contradiction
Open slide detailBeat · AgitateLoop · Cost Of Inaction
07
The narrative text discusses financial distress and potential conflicts of interest involving Burford Capital and Invesco.analyze_data
Open slide detailBeat · AgitateLoop · Cost Of Inaction
08
The text functions as a forensic investigation into corporate financial maneuvers, specifically questioning the alignment of investment objectives with actual oexpose_contradiction
Open slide detailBeat · AgitateLoop · Cost Of Inaction
09
The slide uses a Bloomberg terminal screenshot and a Burford Capital investment table to argue that Burford misrepresented the performance of the Napo investmenexpose_contradiction
Open slide detailBeat · AgitateLoop · Cost Of Inaction
10
This is a research note page focusing on financial reporting discrepancies and potential investor deception.expose_contradiction
Open slide detailBeat · AgitateLoop · Cost Of Inaction
11
The slide uses specific case examples (Focus Intelligence, MagCorp) to argue that BUR's accounting practices inflate reported returns.expose_contradiction
Open slide detailBeat · AgitateLoop · Cost Of Inaction
12
This page is part of a research note criticizing Burford Capital's accounting practices, specifically focusing on the Akhmedova divorce case.expose_contradiction
Open slide detailBeat · AgitateLoop · Cost Of Inaction
13
This is a continuation of a research note exposing accounting practices. It uses specific case studies (Progas, Neptune, RCR Tomlinson) to support the thesis ofexpose_contradiction
Open slide detailBeat · AgitateLoop · Cost Of Inaction
14
This is a research note page focusing on accounting/valuation discrepancies in a litigation finance firm.expose_contradiction
Open slide detailBeat · AgitateLoop · Cost Of Inaction
15
Includes a timeline/table hybrid showing investment deployment and a red-boxed 'realised gain' figure, contrasted with a list of income components.expose_contradiction
Open slide detailBeat · AgitateLoop · Cost Of Inaction
16
The slide uses a specific case study (Petersen) to critique the company's financial reporting methodology.expose_contradiction
Open slide detailBeat · AgitateLoop · Cost Of Inaction
17
The slide uses specific investment examples to argue that the company aggressively marks fair value gains ahead of monetization.expose_contradiction
Open slide detailBeat · AgitateLoop · Cost Of Inaction
18
The slide uses a deductive reasoning approach to challenge the company's accounting practices by comparing cumulative Fair Value Movements to balance sheet Fairanalyze_data
Open slide detailBeat · AgitateLoop · Cost Of Inaction
19
Includes a table calculating fair value markups and a Bloomberg terminal screenshot showing stock price decline and insider selling.expose_contradiction
Open slide detailBeat · AgitateLoop · Cost Of Inaction
20
The slide uses a table to demonstrate the impact of including omitted costs on the company's reported return metrics.expose_contradiction
Open slide detailBeat · AgitateLoop · Cost Of Inaction
21
The slide uses a 'reality vs appearance' framing to suggest accounting manipulation via period-end transactions.expose_contradiction
Open slide detailLoop · Cost Of Inaction
22
The slide uses data from Burford's own reports to argue that the company's performance is driven by a small number of cases rather than broad portfolio strengthanalyze_data
Open slide detailLoop · Cost Of Inaction
23
The slide uses a critical tone to challenge the company's reported performance metrics.expose_contradiction
Open slide detailLoop · Cost Of Inaction
24
Includes a step-by-step reconciliation of 'real' invested capital.preempt_rebuttal
Open slide detailBeat · SolutionLoop · Cost Of Inaction
25
This is a text-heavy research note page detailing financial adjustments and solvency calculations.diagnose_problem
Open slide detailBeat · SolutionLoop · Cost Of Inaction