Professional
Added to YB: 2026-06-22
Pitch date: 2026-06-19
BUR [bullish]
Burford Capital Limited
Author Info
No bio for this author
Company Info
Burford Capital Limited provides legal finance products and services worldwide. The company operates in two segments, Principal Finance, and Asset Management and Other Services.
Market Cap
$992.4M
Pitch Price
N/A
Price Target
N/A
Dividend
2.76%
EV/EBITDA
-2.33
P/E
-0.62
EV/Sales
-2.31
Sector
Financial Services
Category
value
Focus Capital Management: Whither Burford? The Future of Burford After the YPF Appeals Verdict
BUR (added to position): Stock halved after 2nd Circuit reversed $7B+ YPF verdict, but thesis never about YPF. Core balance-sheet portfolio worth $1.8-2.25B (25% IRRs, 3.3yr life), compounding 19-27%/yr, vs $1B market cap. Runoff value ~$1.85B even 'dead.' YPF optionality remains via BIT arbitration; Sysco protein antitrust cases could add $1-2B. Quintupled stake.
Read full article (11 min)