, 11 tweets, 3 min read Read on Twitter
$BUR
Key Operating Metrics
"84% of US M&A deals over $100 million involved litigation, with an average of 4.2 lawsuits per deal"
Holy
Jerry Cap Technical Analysis:

This chart goes up and to the right, what will change that?
SWF commitment $1 billion pool of capital to be invested on a 2:1 basis

After the recovery of the capital invested, Burford will receive 60% of investment profits while investing
only 33% of the capital.

burfordcapital.com/wp-content/upl…
"We remained cost-conscious and efficient, with an 84% operating margin."
"the size of the three areas of activity relevant to our business is so large that we do not worry much about being able to define it"
"It is also not as easy as just hiring a bunch of smart lawyers; it is the ability to turn them into lawyer-investors."
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