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  "documentTitle": "Burford Capital (BUR)",
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  "authorName": "Carson Block",
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  "presentationDate": "2019-08-13 00:00:00",
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  "notes": "The slide uses a table to juxtapose management quotes with the eventual reality of the companies (Bankrupt, -48% share price).",
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      "text": "We traded BUR in essentially the same way we have traded all short activist campaigns since entering short activism over nine years ago. Making the kind of statements we make takes rock-solid conviction in our work because in the real world, speech is far less “free” for critics. That we are still here all these years later, and despite the powerful enemies we have made, speaks volumes about the quality of our work.",
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      "text": "Our balance sheet has never been stronger or more liquid. As at the end of December 2014, our debt to capitalizations was at a historic low of 38%. Also we carried $5.2bn of liquidity headroom. — Noble",
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