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Carson C. Block · research-note

Burford Capital (BUR)

7 pages · 3 arc beats · 2 loops

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Burford Capital (BUR)

Carson C. Block · 2020-02
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 6 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem (Identify pain) 1 slides 100% 1/1 slides 100% 1/1 slides · 11 hits
— 0/1 slides
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— 0/1 slides
100% 1/1 slides 100% 1/1 slides · 2 hits Agitate (Make it worse) 4 slides 100% 4/4 slides 100% 4/4 slides · 38 hits
— 0/4 slides
— 0/4 slides
75% 3/4 slides 100% 4/4 slides 100% 4/4 slides · 8 hits Solution (Provide relief) 1 slides 100% 1/1 slides 100% 1/1 slides · 2 hits
— 0/1 slides
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100% 1/1 slides 100% 1/1 slides

Slide inventory

7
every slide · same image gating as the playbook
01
Slide 1
This is a standard legal disclaimer page for an investment research firm.other
Open slide detail
02
This is a text-heavy research note page. It highlights specific concerns regarding the Petersen claim, cash balance fluctuations, and the Perry Ellis appraisal expose_contradiction
Open slide detailBeat · Problem (Identify pain)Loop · Pattern Hunter
03
The slide uses a short table to calculate H2 2019 net realized gains based on upper and lower bounds, demonstrating a sharp decline.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)Loop · Pattern Hunter
04
The slide uses a short table to demonstrate that Petersen accounts for 67% of 2019 net realized gains, supporting the argument that the valuation is critical anexpose_contradiction
Open slide detailBeat · Agitate (Make it worse)Loop · Pattern Hunter
05
This is a text-heavy research note page focusing on financial discrepancies and governance concerns.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)Loop · Pattern Hunter
06
The slide uses a combination of financial data and legal case analysis to challenge the company's narrative.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)Loop · Pattern Hunter
07
This appears to be the final page of a research note, focusing on a specific legal/financial critique of Burford Capital.state_demand
Open slide detailBeat · Solution (Provide relief)Loop · Cost Of Inaction