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Carson Block · research-note

Burford Capital (BUR)

10 pages · 0 arc beats · 2 loops

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Burford Capital (BUR)

Carson Block · 2020-05
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

1
coverage by narrative range · generated from this deck JSON
Narrative range 10 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Whole deck 10 slides 100% 10/10 slides 100% 10/10 slides · 77 hits
— 0/10 slides
— 0/10 slides
60% 6/10 slides
— 0/10 slides
60% 6/10 slides

Slide inventory

10
every slide · same image gating as the playbook
01
Slide 1
Standard legal disclaimer page for an investment research firm.other
Open slide detail
02
The slide uses aggressive, accusatory language ('bullshit', 'manipulated', 'hiding the ball') to frame the financial analysis.expose_contradiction
Open slide detailLoop · Analogy
03
The slide uses a 'lipstick on the pig' metaphor to describe accounting changes. It highlights a specific -11.8% YoY drop in cash receipts that was masked by defexpose_contradiction
Open slide detailLoop · Analogy
04
The slide uses a reconciliation table to adjust reported cash receipts and highlight an overstatement, followed by a narrative critique of the company's cash flexpose_contradiction
Open slide detailLoop · Analogy
05
The slide uses a forensic accounting approach to challenge the company's reported financial health.expose_contradiction
Open slide detailLoop · Cost Of Inaction
06
Includes a table of movements in Level 3 assets and a custom calculation table for unexplained income.analyze_data
Open slide detailLoop · Cost Of Inaction
07
This is a research note page from a short-seller report (Muddy Waters Research).expose_contradiction
Open slide detailLoop · Cost Of Inaction
08
The slide uses a table to highlight specific asset categories and narrative text to critique the company's reporting practices.expose_contradiction
Open slide detail
09
The slide uses a combination of a data table to show accounting manipulation and narrative text to critique the valuation of a specific asset (Petersen).expose_contradiction
Open slide detail
10
This page functions as a rebuttal to Burford's narrative, specifically challenging their legal interpretation of YPF bylaws, their operational competence, and tpreempt_rebuttal
Open slide detail