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Loop

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This is a text-heavy research note page. It highlights specific concerns regarding the Petersen claim, cash balance fluctuations, and the Perry Ellis appraisal rights case.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Problem (Identify pain)Loop · Pattern Hunter1 hit
03
The slide uses a short table to calculate H2 2019 net realized gains based on upper and lower bounds, demonstrating a sharp decline.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
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 and potentially manipulated.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
05
This is a text-heavy research note page focusing on financial discrepancies and governance concerns.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
06
The slide uses a combination of financial data and legal case analysis to challenge the company's narrative.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
07
This appears to be the final page of a research note, focusing on a specific legal/financial critique of Burford Capital.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
05
The slide uses a forensic accounting approach to challenge the company's reported financial health.Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
06
Includes a table of movements in Level 3 assets and a custom calculation table for unexplained income.Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
07
This is a research note page from a short-seller report (Muddy Waters Research).Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
10
This is a research note page focusing on financial reporting discrepancies and potential investor deception.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
11
The slide uses specific case examples (Focus Intelligence, MagCorp) to argue that BUR's accounting practices inflate reported returns.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
12
This page is part of a research note criticizing Burford Capital's accounting practices, specifically focusing on the Akhmedova divorce case.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
13
This is a continuation of a research note exposing accounting practices. It uses specific case studies (Progas, Neptune, RCR Tomlinson) to support the thesis of inflated IRR/ROIC.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
14
This is a research note page focusing on accounting/valuation discrepancies in a litigation finance firm.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
15
Includes a timeline/table hybrid showing investment deployment and a red-boxed 'realised gain' figure, contrasted with a list of income components.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
16
The slide uses a specific case study (Petersen) to critique the company's financial reporting methodology.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
17
The slide uses specific investment examples to argue that the company aggressively marks fair value gains ahead of monetization.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
18
The slide uses a deductive reasoning approach to challenge the company's accounting practices by comparing cumulative Fair Value Movements to balance sheet Fair Value Gains.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
19
Includes a table calculating fair value markups and a Bloomberg terminal screenshot showing stock price decline and insider selling.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
20
The slide uses a table to demonstrate the impact of including omitted costs on the company's reported return metrics.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
21
The slide uses a 'reality vs appearance' framing to suggest accounting manipulation via period-end transactions.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Loop · Cost Of Inaction1 hit
22
The slide uses data from Burford's own reports to argue that the company's performance is driven by a small number of cases rather than broad portfolio strength.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Loop · Cost Of Inaction1 hit
23
The slide uses a critical tone to challenge the company's reported performance metrics.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Loop · Cost Of Inaction1 hit
24
Includes a step-by-step reconciliation of 'real' invested capital.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
25
This is a text-heavy research note page detailing financial adjustments and solvency calculations.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
09
This is a text-heavy research note page focusing on accounting transparency and management accountability.Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
10
The slide uses a combination of forensic accounting analysis and governance critique to build a case against the company's transparency.Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
13
The slide uses a forensic accounting approach to re-calculate unit economics, contradicting management's growth narrative.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Valuation TableLoop · Cost Of Inaction1 hit
16
Image file not present on disk; could not inspect.Nano-X Imaging Ltd. (NNOX) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
14
The slide uses a table of targets followed by a narrative critique of management's credibility and financial performance.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Loop · Cost Of Inaction1 hit