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Carson Block · research-note

Burford Capital (BUR)

13 pages · 3 arc beats · 2 loops

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Burford Capital (BUR)

Carson Block · 2019-08
arc beats above · slides in the middle · loops below · scroll → 2 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 10 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem (Identify pain) 3 slides 100% 3/3 slides 100% 3/3 slides · 22 hits
— 0/3 slides
— 0/3 slides
100% 3/3 slides 100% 3/3 slides 66.7% 2/3 slides Agitate (Make it worse) 4 slides 100% 4/4 slides 100% 4/4 slides · 32 hits
— 0/4 slides
— 0/4 slides
50% 2/4 slides 100% 4/4 slides 50% 2/4 slides Solution (Provide relief) 3 slides 100% 3/3 slides 100% 3/3 slides · 14 hits
— 0/3 slides
— 0/3 slides
100% 3/3 slides 100% 3/3 slides
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Slide inventory

13
every slide · same image gating as the playbook
01
Slide 1
Standard legal boilerplate for investment research firm.other
Open slide detail
02
The slide uses a strong accusatory tone, framing the subject as a 'villain' through comparisons to Enron and Noble Group.name_villain
Open slide detailBeat · Problem (Identify pain)
03
The text highlights a discrepancy between the stated reasons for adopting IFRS 9 and the actual timeline of its effectiveness, suggesting ulterior motives.expose_contradiction
Open slide detailBeat · Problem (Identify pain)Loop · The Reveal
04
The slide uses a quote from IMF Bentham to challenge the narrative that BUR's accounting is mandated by standards rather than being a strategic choice.expose_contradiction
Open slide detailBeat · Problem (Identify pain)Loop · The Reveal
05
Includes footnotes referencing SEC guidance and specific case details regarding 'Napo'.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)Loop · The Reveal
06
This slide functions as a forensic accounting critique, highlighting discrepancies between reported ROIC/IRR and actual outcomes, and questioning the motivationexpose_contradiction
Open slide detailBeat · Agitate (Make it worse)Loop · The Reveal
07
This is a page from a short-seller research report (Muddy Waters) criticizing Burford Capital's accounting practices.name_villain
Open slide detailBeat · Agitate (Make it worse)
08
The slide uses a confrontational tone to challenge management's transparency and accounting practices regarding the Petersen claim.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)
09
This is a text-heavy research note page focusing on accounting transparency and management accountability.expose_contradiction
Open slide detailLoop · Cost Of Inaction
10
The slide uses a combination of forensic accounting analysis and governance critique to build a case against the company's transparency.expose_contradiction
Open slide detailLoop · Cost Of Inaction
11
This is a text-heavy research note page. It uses a 'preempt_rebuttal' strategy by framing the company's defense as a predictable pattern of behavior seen in othpreempt_rebuttal
Open slide detailBeat · Solution (Provide relief)
12
The slide highlights the pattern of companies issuing strong denials to Muddy Waters reports, followed by fraud findings or delisting.preempt_rebuttal
Open slide detailBeat · Solution (Provide relief)
13
The slide uses a table to juxtapose management quotes with the eventual reality of the companies (Bankrupt, -48% share price).expose_contradiction
Open slide detailBeat · Solution (Provide relief)