The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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Conteúdo fornecido por Andrew Walker. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Andrew Walker ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
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The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
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Artem Fokin from Caro-Kann on Burford's bull case
Manage episode 297761012 series 2789730
Conteúdo fornecido por Andrew Walker. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Andrew Walker ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
Artem Fokin, founder of Caro-Kann Capital, discusses the bull case for Burford (BUR). Burford is a litigation finance firm, and Artem makes a compelling case that they are both undervalued on an asset basis and have a moat giving their scale.
Caro-Kann's website: http://caro-kann-capital.com/
My thread on Burford prep: https://twitter.com/AndrewRangeley/status/1415795903751983109?s=20
Chapters
0:00 Intro
1:35 Burford Overview
6:00 Does Burford bring something other than money to the table?
13:45 Is Burford's scale a competitive advantage?
19:30 Why can't a major PE or IB launch a Burford competitor?
23:10 Are the returns to litigation financing sustainable?
37:10 How do you value Burford?
42:20 Burford's first component of value: Balance sheet investments
49:05 Buford's second value component: Asset management
54:50 Burford's third value component: YPF case
58:30 How Burford has valued YPF over the years
1:10:25 Why should YPF settle in dollars instead of pesos?
1:14:20 Discussing the bear case around the management team
1:23:45 Closing thoughts
244 episódios
Compartilhar
Manage episode 297761012 series 2789730
Conteúdo fornecido por Andrew Walker. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Andrew Walker ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
Artem Fokin, founder of Caro-Kann Capital, discusses the bull case for Burford (BUR). Burford is a litigation finance firm, and Artem makes a compelling case that they are both undervalued on an asset basis and have a moat giving their scale.
Caro-Kann's website: http://caro-kann-capital.com/
My thread on Burford prep: https://twitter.com/AndrewRangeley/status/1415795903751983109?s=20
Chapters
0:00 Intro
1:35 Burford Overview
6:00 Does Burford bring something other than money to the table?
13:45 Is Burford's scale a competitive advantage?
19:30 Why can't a major PE or IB launch a Burford competitor?
23:10 Are the returns to litigation financing sustainable?
37:10 How do you value Burford?
42:20 Burford's first component of value: Balance sheet investments
49:05 Buford's second value component: Asset management
54:50 Burford's third value component: YPF case
58:30 How Burford has valued YPF over the years
1:10:25 Why should YPF settle in dollars instead of pesos?
1:14:20 Discussing the bear case around the management team
1:23:45 Closing thoughts
244 episódios
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Parecido com Yet Another Value Podcast
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Bruce Whitfield.
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
How will countries around the world cope with persistent inflation and high borrowing costs? Are central bankers helping to abate the cost-of-living crisis or are they moving us all closer to recession? On Stephanomics, a podcast hosted by Bloomberg Economics head Stephanie Flanders—the former BBC economics editor and chief market strategist for Europe at JPMorgan Asset Management—we combine reports from Bloomberg journalists around the world and conversations with internationally respected ...
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
Bloomberg Radio host Barry Ritholtz looks at the people and ideas that shape markets, investing and business.
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon.
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Player FM - Aplicativo de podcast
Fique off-line com o app Player FM !
Fique off-line com o app Player FM !
