Burford Capital (BUR)

Carson C. Block · 2019-08

arc beats above · slides in the middle · loops below · scroll → 2 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 8 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

The Monster 3 slides 100% 3/3 slides 100% 3/3 slides · 20 hits

— 0/3 slides

66.7% 2/3 slides 100% 3/3 slides 100% 3/3 slides The Struggle 3 slides 100% 3/3 slides 100% 3/3 slides · 24 hits

— 0/3 slides

100% 3/3 slides 100% 3/3 slides 100% 3/3 slides The Victory 2 slides 100% 2/2 slides 100% 2/2 slides · 7 hits

— 0/2 slides

50% 1/2 slides 100% 2/2 slides

— 0/2 slides

Slide inventory

every slide · same image gating as the playbook

Page 1 of 9other

Open slide detail

This is a research note from Muddy Waters Capital regarding their short position on Burford Capital.expose_contradiction

Open slide detailBeat · The MonsterLoop · Aha Moment

front_matter

Open slide detailBeat · The MonsterLoop · Aha Moment

This is page 4 of 9 of a research note. It focuses on behavioral analysis of management responses.expose_contradiction

Open slide detailBeat · The MonsterLoop · Aha Moment

This appears to be a page from a short-seller research report targeting Burford Capital (BUR).expose_contradiction

Open slide detailBeat · The StruggleLoop · Iceberg

This is a research note page focusing on behavioral analysis of management responses to critical questions.expose_contradiction

Open slide detailBeat · The StruggleLoop · Iceberg

This is a continuation page (Page 7 of 9) of a research note focusing on management credibility.expose_contradiction

Open slide detailBeat · The StruggleLoop · Iceberg

This slide continues a list (starting at 'c') and focuses on identifying deceptive communication patterns in management responses.expose_contradiction

Open slide detailBeat · The Victory

Page 9 of 9appendix

Open slide detailBeat · The Victory