Podcasts about Burford Capital

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Play Episode Listen Later Mar 22, 2024 13:21

This Day in Legal History: The Stamp Act of 1765On this day, March 22, 1765, a pivotal event in the prelude to the American Revolution occurred when the British Parliament enacted the Stamp Act. This legislation required that a wide array of documents within the American colonies—ranging from newspapers and legal documents to playing cards and dice—be printed on specially stamped paper produced in London, carrying an embossed revenue stamp. This act marked the first direct tax imposed by Britain on its American colonies, designed to raise funds to pay for the British troops stationed in North America after the French and Indian War.The Stamp Act ignited a firestorm of protest across the American colonies. Colonists united under the banner of "No taxation without representation," arguing that the British Parliament had no authority to levy taxes on them since they were not represented in the House of Commons. This principle challenged the very foundation of British authority in the colonies and set the stage for the escalating conflict that would eventually lead to the American Revolution.The colonies' response was swift and decisive. By October 1765, the Stamp Act Congress convened in New York City, bringing together representatives from nine of the thirteen colonies. This Congress was a significant step towards colonial unity, drafting a detailed petition to King George III and the British Parliament, demanding the repeal of the Stamp Act. They argued that only their own colonial assemblies had the legal authority to tax them.The Act also spurred the formation of secret societies, such as the Sons of Liberty, which organized protests and even intimidated stamp distributors, leading many to resign. The widespread boycott of British goods by American colonists further strained economic relations between the colonies and the mother country.The colonial resistance had a profound impact. By March 1766, less than a year after its enactment, the Stamp Act was repealed by Parliament, marking a significant victory for colonial opposition. However, the relief was short-lived as Parliament passed the Declaratory Act, asserting its right to legislate for the colonies "in all cases whatsoever," setting the stage for future conflicts.The Stamp Act and its repeal were crucial moments in American legal and political history, illustrating the colonies' growing resolve to govern themselves and laying the groundwork for their eventual fight for independence. This day marks not just a legislative act but a moment that galvanized the American spirit of liberty and self-determination.Law firms are reinforcing their diversity, equity, and inclusion (DEI) initiatives in response to conservative criticism and economic downturns, which have jeopardized recent advancements in diversity. Initiatives like increasing DEI education and clarifying the inclusivity of their programs are among the steps taken by firms such as Davis Wright Tremaine and Foley & Lardner. This response aims to sustain the progress made following the widespread calls for racial justice after George Floyd's murder in May 2020, which had led to a notable increase in the hiring of women and people of color. However, a Supreme Court decision and subsequent legal threats have pressured firms to modify their DEI practices, leading to a decline in the hiring of diverse candidates. The industry has witnessed a reduction in requests for diverse candidates and a significant drop in hiring amid a challenging economic climate, with global deal activity and recruitment of third-year law students declining. Despite these challenges, law firms remain committed to their diversity goals, as evidenced by the resilience of DEI fellowship programs and the positive outcomes for diversity fellows. This commitment is seen as crucial in maintaining diversity within the legal profession, despite the current political and economic headwinds.Law Firms Boost Diversity Defenses After Conservative BacklashIn a significant legal ruling, Sysco Corp. has been granted permission by a federal judge in Illinois to transfer its claims in a major chicken price-fixing lawsuit to Burford Capital Ltd., the external financier that provided $140 million in funding for the litigation. This decision comes after Burford Capital opposed Sysco's intentions to settle some of the claims for what it considered an insufficient amount, leading to an agreement that Burford would assume control of the claims. The move faced opposition from meat producers, who argued that Burford, being an outsider to the direct litigation, should not be allowed to take over the cases. This stance was somewhat supported by a previous ruling in Minnesota, where a judge denied a similar request by Burford to substitute itself in pork and beef price-fixing lawsuits, citing concerns that the funder's profit motives could obstruct settlement efforts. However, Judge Thomas M. Durkin's approval of Burford's substitution in the chicken litigation case marks a departure, emphasizing that such arrangements are increasingly common in modern litigation. This decision represents a notable victory for Burford Capital in its strategic litigation financing endeavors, highlighting the evolving dynamics of legal funding and the roles of external investors in litigation.Burford Notches Win in Quest to Take Over Sysco Chicken LawsuitsThe U.S. government's antitrust lawsuit against Apple, alleging monopolistic practices in the smartphone market, echoes the landmark 1998 case against Microsoft. However, legal experts believe that the differing market dynamics between Apple's current smartphone dominance and Microsoft's past control over desktop software present unique challenges for the government's case. The lawsuit accuses Apple of stifling competition and innovation through restrictive app developer policies, potentially leading to higher consumer prices. Apple, holding a 55% share of the North American smartphone market, contrasts with Microsoft's 95% desktop OS market share in the 1990s, suggesting a less clear-cut case of monopolistic behavior. Additionally, Apple faces significant global competition from Android, which commands a strong market presence outside North America. A previous antitrust case brought by Epic Games against Apple did not find that Apple users were unduly "locked-in" to its ecosystem, potentially complicating the government's position. Nonetheless, the Department of Justice and the Biden Administration's Federal Trade Commission are pursuing the case, reflecting a willingness to challenge big tech companies to foster competition and innovation in the sector.Apple antitrust suit mirrors strategy that beat Microsoft, but tech industry has changed | ReutersIn my column this week, I examine President Joe Biden's proposed housing tax credit, highlighted in his state of the union address, which aims to alleviate the financial burden for homeowners amidst high mortgage rates. I argue that while the intention behind the tax credit is commendable, its focus on demand rather than supply could exacerbate the existing housing imbalance. To truly foster homeownership, I suggest reforms to the Low-Income Housing Tax Credit (LIHTC) program to incentivize the construction of affordable homes. I also discuss the stalled Affordable Housing Credit Improvement Act of 2023 and propose radical supply-side reforms, such as more permissive tax-exempt financing for developers, to address the affordability crisis effectively.I critique the tax credit proposal for potentially favoring those who can afford higher upfront costs, thus disadvantaging lower-income buyers who need immediate relief. This, coupled with the proposal's year-end application, could inadvertently sideline the very demographic it aims to help. Moreover, without addressing the supply side of affordable housing, the policy might inflate prices further, making homeownership less accessible for first-time and lower-income buyers. Despite the good intentions behind Biden's proposal, I stress that solving the affordable housing crisis requires a comprehensive approach that balances supply and demand, and caters to the immediate financial needs of aspiring homeowners. Policymakers must prioritize long-term strategies over temporary fixes to ensure that homeownership is attainable for all Americans.Biden Housing Tax Credit Targets Demand, but Supply Is the IssueThis week's closing theme is by Jean Baptiste Lully.Jean-Baptiste Lully, born Giovanni Battista Lulli in Florence, Italy, in 1632, became one of the most influential composers of the French Baroque era and a founding father of French opera. His journey from Italian immigrant to the court composer for King Louis XIV of France is a remarkable tale of talent, ambition, and transformation. Lully's mastery of music and his ability to mirror the grandeur of the Sun King's reign through his compositions led him to become the superintendent of the king's music and the director of the Royal Academy of Music.Moving to France in his teens, Lully initially served as a dancer and violinist at the court of Louis XIV. His exceptional musical skills soon caught the attention of the king, leading to his appointment as the court composer. Lully's close relationship with Louis XIV allowed him to monopolize French opera, a position he maintained through a mix of talent and shrewd manipulation. He significantly contributed to the development of the tragédie lyrique, a genre combining French classic drama and ballet with music, which became immensely popular in the 17th century.One of Lully's most enduring works is "Le bourgeois gentilhomme," a comédie-ballet created in collaboration with the playwright Molière. First performed in 1670, this piece was commissioned by Louis XIV and is a satirical take on the pretensions of the social-climbing merchant class. The suite from "Le bourgeois gentilhomme," particularly its overture, showcases Lully's genius in blending witty musical themes with the elegance and majesty of the French court. The overture, with its lively and refined character, sets the tone for a work that is both entertaining and a subtle critique of contemporary society.Lully's influence extended beyond the confines of the opera house and the court, shaping the future of French music and leaving a legacy that endured well into the 18th century and beyond. His death in 1687, caused by gangrene from a wound sustained while conducting, marked the end of an era. Yet, through compositions like "Le bourgeois gentilhomme," Lully's genius continues to be celebrated for its pivotal role in the development of Western classical music.Without further ado, the overture from “Le bourgeois gentilhomme,” by Jean Baptiste Lully. Get full access to Minimum Competence - Daily Legal News Podcast at www.minimumcomp.com/subscribe

AI and Data Science in Litigation Finance

Law, disrupted

Play Episode Listen Later Mar 20, 2024 25:13

John is joined by Christopher Bogart, CEO, Director and Co-Founder of Burford Capital, the largest litigation funding firm in the world. They discuss the use of AI and data science in litigation funding decisions. Chris explains that while AI is currently not advanced enough to make decisions on whether to fund a case, advances in data science now allow litigation funders to improve their decisions by examining enormous amounts of public data to find meaningful facts such as accurate damage ranges that are often buried deep in individual case dockets. Chris also identifies the key data points used to evaluate whether to fund a case, including the legal theory of the case, the counsel representing the parties, the judge or arbitrator presiding over the case, and the likely time to reach an outcome. Finally, John and Chris also discuss other ways that AI is impacting the legal profession including the use of AI to provide real time assistance in cross examination, the use of AI by courts in Singapore and Connecticut to adjudicate low value routine matters and traffic violations, and how AI has enabled smaller firms to expand into areas of litigation they previously could not handle such as large antitrust cases by automating the review and processing of millions of pages of documents. Podcast Link: Law-disrupted.fmHost: John B. Quinn Producer: Alexis HydeMusic and Editing by: Alexander Rossi

CMO Series REPRESENTS - Inspiring Inclusion: Creating a Culture of Action and Accountability

The Passle Podcast - CMO Series

Play Episode Listen Later Mar 8, 2024 32:02 Transcription Available

This year we're celebrating International Women's Day by shining a light on the experiences of incredible women across the industry. In this second installment of Inspiring Inclusion, we uncover the personal stories of our guests and the inspirational people who have influenced their journeys. From creating safe spaces to the power of putting words into action, this incredible lineup share their insights and perspectives on the role of firms and their leaders in inspiring inclusion. We're so grateful to hear from Julie Chodos, Chief Marketing & Business Development Officer at Axinn, Veltrop & Harkrider, Sandria Lherisse, Director of Marketing and Business Development at Groom Law Group, Emily McKeown, Business Development Director at Godfrey and Kahn, Sarah Short, Business Development & Marketing Manager at McLennan Ross, Angela Quinn, Chief Client Officer at Husch Blackwell, Christie Cáceres, Chief Business Development and Marketing Officer at Sheppard Mullin Richter & Hampton, Sarah Kempsey, Chief Marketing Officer at Montgomery McCracken Walker & Rhoads, Laura Long, Chief Operating Officer and Chief Finance Officer at Hanson Bridgett, Liz Bigham, Chief Marketing Officer at Burford Capital, Marianne Talbot, Chief Marketing and Business Development Officer at Bailey & Glasser, LLP, Gina Connell, Chief Marketing Officer at BP Collins, Diana Courson, Chief Marketing Officer at Wiley Rein, Nicole Miles, Chief Marketing Officer at Dentons, and Despina Kartson, Chief Marketing Officer at Baker Hostetler.

Sore Losers and Dr. Phil

Advisory Opinions

Play Episode Listen Later Feb 29, 2024 74:48

Sarah and David have some legal catch-up to do but first on the docket is some rank punditry on Donald Trump's endless legal saga. The Agenda: —Why is there a delay on Trump's cases? —David explains NetChoice v. Paxton —McElrath v. Georgia update —No Labels considers Nikki Haley —Dr. Phil's our guy —Home Depot and free speech —NCAA name, image, likeness rules —AO dating app update Today's episode is supported by Burford Capital. Follow the link to learn more: http://burfordcapital.com/ao Learn more about your ad choices. Visit megaphone.fm/adchoices

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Live from Alabama

Advisory Opinions

Play Episode Listen Later Feb 27, 2024 76:59

Former U.S. Assistant Attorneys General Stephen Boyd and Jody Hunt, as well as U.S. Attorney for the Northern District of Alabama Prim Escalona join Sarah Isgur for a live recording of Advisory Opinions at the University of Alabama. The Agenda: —An update on the Alabama IVF ruling —To go to law school or not to go? —Private practice vs public service —Relationship and mom advice in high-stressed jobs —Audience QA Show Notes: —Chevron Deference discussed on Advisory Opinions. Today's episode is supported by Burford Capital. Follow the link to learn more: http://burfordcapital.com/ao Learn more about your ad choices. Visit megaphone.fm/adchoices

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Alabama Against IVF

Advisory Opinions

Play Episode Listen Later Feb 20, 2024 73:49

Sarah and David dive into an Alabama Supreme Court case designating embryos as minors and explain how this might affect abortion policy at large. The Agenda: —Has Alabama banned in vitro fertilization (IVF)? —Sarah's experience with IVF —The post-Roe world —Climate scientist wins $1 million defamation case —Fani Willis and Nathan Wade take the stand —Donald Trump's corporate death penalty —AO advice column: marrying a lawyer Show Notes: —David Lat's Original Jurisdiction Today's episode is supported by Burford Capital. Follow the link to learn more: http://burfordcapital.com/ao Learn more about your ad choices. Visit megaphone.fm/adchoices

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Legal News for Weds 2/14 - Fenwick and West 90% the Firm it Used to Be, Burford Capital Legal Blow, Corporate Diversity at Google and MSFT and Musk's Delaware Complaint

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Play Episode Listen Later Feb 14, 2024 9:44

This Day in Legal History: Congress Permits Voting Machines in Federal ElectionsOn this day in legal history, February 14, 1899, Congress marked a significant technological leap in the electoral process by approving the use of voting machines for federal elections. This decision opened a new chapter in how votes were cast and counted, moving away from the traditional paper ballots towards a more efficient and potentially more reliable mechanical method. The introduction of voting machines was seen as a revolutionary step forward, aimed at reducing fraud and errors that marred earlier elections. Like swapping a horse-drawn carriage for an automobile, this shift promised to propel the American electoral system into a new era of speed and precision, ensuring that the will of the people was registered and reported with unprecedented accuracy. This legislation not only reflected the innovative spirit of the age but also underscored a commitment to refining and advancing democratic processes.In a Bloomberg Law exclusive, Fenwick & West is laying off nearly 10% of its attorneys and staff amid challenges in the tech-focused legal market. The decision, communicated by firm chair Richard Dickson, comes after an evaluation of both current and anticipated future demands, affecting just under 10% of the firm's professionals. Fenwick & West, a key player in Silicon Valley legal circles with clients like Apple, Oracle, and Meta Platforms, is responding to a downturn in transactional markets that has similarly impacted other tech-centric law firms such as Cooley and Goodwin Procter. The firm had ramped up hiring from 2020 to early 2022 to meet a surge in demand, but the subsequent slowdown in transactional activity has led to misalignment between the firm's talent levels and client needs. Despite the layoffs, legal recruiter Summer Eberhard remains cautiously optimistic about the future of corporate transactional practices. Affected employees will receive a minimum of 13 weeks of base pay and health benefits, with the longest-tenured staff eligible for up to 40 weeks of compensation. Fenwick & West Laying Off Nearly 10% of Attorneys, Staff (2)A recent judicial decision has created significant ripples within the litigation financing sector, particularly impacting Burford Capital Ltd and its involvement in price-fixing lawsuits alongside plaintiff Sysco Corp. Magistrate Judge John F. Docherty ruled against the substitution of a Burford Capital affiliate as the plaintiff in pork and beef price-fixing cases, a move that challenged the firm's $140 million funding arrangement with Sysco. This decision underscores the tension between the objectives of litigation funders and the public policy against financial speculation on legal claims. The case has drawn attention to the broader litigation financing industry, valued at $13.5 billion, especially in the realm of antitrust claims, where the costs of litigation are notoriously high and outcomes uncertain.The clash between Sysco and Burford has ignited debate over the influence of third-party funders in litigation and prompted calls for increased transparency within the industry. Critics, including the US Chamber of Commerce, argue that such funding arrangements can unduly influence the course and outcomes of legal proceedings, pushing for legislation that would require disclosure of financing agreements in legal cases. Meanwhile, proponents of litigation finance see the judge's decision as a specific instance rather than a systemic problem within the industry, emphasizing its role in enabling costly antitrust litigation to proceed.The ruling, pending review, has not only put a spotlight on the practices and impacts of litigation finance but also sparked discussions on potential regulatory responses. As the industry navigates this challenging landscape, the case between Sysco and Burford may serve as a catalyst for reevaluating the balance between the needs of litigants for financial support and the integrity of the judicial process.Judge's Order Deals Blow to Sysco, Burford Capital in Pork SuitsAlphabet and Microsoft have diverged from the Nasdaq's recommended format for reporting board diversity, opting instead for a more visual representation using dots and check marks, while Tesla and Amazon have adhered more closely to the suggested templates. Since Nasdaq's rules requiring annual diversity disclosure took effect in 2022, companies listed on the exchange have adopted varied approaches to reporting, complicating direct comparisons between them. The regulations also mandate Nasdaq-listed companies to maintain diverse boards or explain the absence of diversity, a requirement that has withstood legal challenges from conservative groups. Despite the differences in reporting styles, experts like Amy Augustine of Boston Trust Walden Co. view the overall trend towards disclosure as progress, providing investors with crucial information previously unavailable. The use of symbols for disclosure, as seen in Alphabet and Microsoft's reports, is defended by some as offering more detail than Nasdaq's templates, though it presents challenges for analysis, particularly by computers. The Securities and Exchange Commission (SEC)'s move towards machine-readable data in proxy statements, such as requiring XBRL for pay-versus-performance data, contrasts with the less standardized board diversity information, which is not required to be XBRL-compliant. This discrepancy highlights the ongoing challenge of making diverse corporate disclosures more accessible for automated analysis. By way of very brief background XBRL, or eXtensible Business Reporting Language, is a global standard for digitally sharing financial and business information. Think of it as a translator, turning human-readable reports like financial statements into machine-readable data. This data is tagged with specific meanings, allowing computers to easily understand and analyze it. XBRL benefits everyone: companies save time and effort, investors gain deeper insights, and regulators get better data for analysis. It's revolutionizing the way business information is shared and used.As the SEC contemplates broader board diversity disclosure requirements for all public companies, the landscape of corporate reporting on board composition is poised for further evolution. This movement reflects a growing recognition of the importance of diversity in corporate governance and the need for transparency to support investors' decision-making processes.Alphabet, Microsoft Pivot From Nasdaq Diversity Reporting FormatElon Musk has vocalized concerns that Delaware, a jurisdiction chosen by a majority of large public companies for incorporation due to its predictable legal system, is attempting to thwart companies from relocating, particularly in light of a court decision that invalidated his $56 billion Tesla compensation package. Musk's reaction, notably on social media, suggests an urge for companies to consider moving their incorporations out of Delaware, citing the state's alleged efforts to "lock the doors," as exemplified by the Tripadvisor case.The TripAdvisor case revolves around the company's desire to relocate its incorporation from Delaware to Nevada, a move that reflects broader corporate discontent with Delaware's legal environment, despite its reputation for business-friendliness. TripAdvisor's move, endorsed primarily by chairman Greg Maffei despite opposition from a majority of minority shareholders, aims to benefit from Nevada's more lenient laws on self-dealing, where directors face fewer legal challenges. This case not only underscores the tension between corporate interests and shareholder protections but also signals a potential shift in the landscape of corporate registrations, with states like Nevada and Texas vying to attract businesses away from Delaware. The outcome of TripAdvisor's attempt to move could set a precedent affecting Tesla's and other companies' relocation plans, amidst ongoing debates about the balance between corporate governance and shareholder rights.Delaware's legal framework, historically favored for its specialized Chancery Court and non-jury trials, has been perceived as facilitating rather than obstructing corporate moves to other states. Recent legislative adjustments in 2022 have simplified the process for companies wishing to reincorporate elsewhere, allowing such moves with majority shareholder approval, a shift from the previous requirement for unanimous consent. This modification ostensibly makes Delaware more accommodating for companies contemplating relocation.However, the Delaware Court of Chancery's ongoing examination of reincorporation efforts, especially those potentially advantageous to controlling shareholders, introduces a layer of complexity. The Tripadvisor litigation highlights this scrutiny, with allegations that a planned move to Nevada could enable easier self-dealing by significant stakeholders, suggesting Delaware's courts may critically evaluate such transitions to ensure they do not undermine minority shareholder interests.The situation with Tesla underscores a broader dialogue on corporate governance, shareholder rights, and the legal mechanisms in place to safeguard these interests. While Musk's significant influence at Tesla has been acknowledged by Delaware courts, the specific dynamics of Tesla's proposed shift to Texas—where legal protections differ from Nevada—might not directly align with the concerns raised in the Tripadvisor case.The impending ruling in the Tripadvisor case is anticipated with interest, as it will offer further clarity on Delaware's stance towards companies seeking to relocate, especially those with intricate shareholder structures. This decision will be pivotal, potentially setting precedents on the degree of judicial oversight Delaware will exercise over such moves, and elucidating the balance between corporate autonomy and the protection of shareholder interests.In summary, while Delaware has been characterized by Musk as obstructive, the state's legal amendments and judicial attitudes suggest a more nuanced approach, aiming to balance the flexibility for companies to reincorporate with the need to protect minority shareholders. The outcomes of ongoing legal deliberations, including the TripAdvisor and Tesla situations, will likely contribute significant insights into the evolving landscape of corporate governance and relocation.Explainer: Did Delaware 'lock the doors' to stop companies from leaving, as Musk claims? | Reuters Get full access to Minimum Competence - Daily Legal News Podcast at www.minimumcomp.com/subscribe

Ep 123 ft. Mitu & Mark

Clauses & Controversies

Play Episode Listen Later Jan 15, 2024 41:50

How Much of the YPF Judgement Will Burford, Realistically, Recover? Burford Capital, a highly sophisticated litigation finance operation, has won an enormous judgment ($16 billion, where its share is upwards of $6 billion) against the Republic of Argentina. The question is how much of this judgment Burford is realistically likely to be able to collect on. Using a recent FT Alphaville article, “Dog Catches Argentine Car” by Jay Newman as our foil, we try to break down the likelihood of Burford getting a recovery. We think a significant recovery is plausible – particularly if the new administration in Argentina decides to default and renegotiate all of the myriad claims against it once and for all. Producer: Leanna Doty

Robot Surgeons and Legal Financiers

Motley Fool Money

Play Episode Listen Later Jan 10, 2024 26:06

The post-Covid surgery backlog is fueling Intuitive Surgical to strong preliminary earnings results, and the CEO of Burford Capital talks through their unique niche in the legal space. (00:21) Jason Moser and Dylan Lewis discuss: - The SEC's pending decision on crypto spot ETFs and the agency's X account getting hacked. - Potential regulations coming for the gig economy and workers that are heavily reliant on companies like Uber, Lyft, and DoorDash. - An early earnings look for Intuitive Surgical, and why surgery activity has normalized post-COVID. (12:48) Burford Capital CEO Chris Bogart walks analyst Rich Griefner through the world of legal financing, his company's competitive advantages, and a high-stakes case with Argentina. Companies discussed: UBER, LYFT, DASH, AMXZN, BUR Host: Dylan Lewis Guests: Jason Moser, Rich Griefner, Engineers: Dan Boyd, Dez Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

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⚖️ BURFORD CAPITAL | Analista de Inversiones y su aplicación en VALUE INVESTING

Los Locos de Wall Street

Play Episode Listen Later Dec 7, 2023 72:58

¿Te interesa Burford Capital? Eduardo López-Vegue, analista en la industria nos habla de cómo enfoca él las inversiones, qué tipo de inversor es, y una de sus posiciones en su cartera personal: BURFORD CAPITAL. Edu es un experto en análisis de los estados financieros y contabilidad. CURSO DE ANÁLISIS DE ESTADOS FINANCIEROS ➡️ https://locosdewallstreet.com/producto/analisis-de-estados-financieros/ ("Actualmente en lista de espera para iniciar una nueva edición. APÚNTATE a la lista de espera. PLAZAS LIMITADAS")

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Tarde de INVERSIÓN ️con GABRIEL CASTRO y RAÚL (Embracer, Navios, Kistos, Westaim, Eneti...)

Momentum Financial

Play Episode Listen Later Nov 20, 2023 266:43

En el directo de hoy estarán Raúl y Gabriel Castro (gestor de fondos) hablando de inversiones. Nos hablarán sobre sus carteras y todas las novedades que hay.Empresas como Embracer, Navios Maritime Partners, Kistos, Golar, Westaim, Eneti y Burford Capital.No te lo pierdas!Y Recuerda:Todavía estás a tiempo de ver las charlas y ponencias del Evento Momentum Live in Andorra. Puedes adquirir la fila Zero, dónde tendrás acceso a la grabación de todo el evento aún pasadas 2 semanas.COMPRA EL ACCESO AQUÍ: https://www.tickettailor.com/events/m...

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Inside Record $16 Billion Judgment Against Argentina

Law, disrupted

Play Episode Listen Later Oct 18, 2023 29:03

John is joined by Christopher Bogart, Chief Executive Officer, Director and Co-Founder of Burford Capital and Derek T. Ho, Partner at Kellogg, Hansen, Todd, Figel & Frederick, P.L.L.C. They discuss how Derek obtained a $16 billion judgment, the largest ever in the United States that has not been overturned on appeal, against Argentina on a claim for breach of contract. They also discuss the role Burford played in financing the litigation. In the 1990s, when Argentina wanted to privatize its nationally owned oil company YPF, it faced investor skepticism due to its troubled history of nationalizing private companies. To address those concerns, it structured the YPF offering to include a right of shareholders to have their shares repurchased by Argentina at an agreed upon price if Argentina ever retook control of YPF. In 2012, Argentina retook control of YPF, but refused to repurchase the remaining public shares at the agreed upon price. John, Christopher and Derek discuss the role Burford played from the outset of the case, Argentina's assertion of foreign sovereign immunity, and Argentina's other defenses. They also discuss the summary judgment process and ruling, the three day bench trial composed entirely of expert witnesses, and the status of post-trial motions and appeal.Podcast Link: Law-disrupted.fmHost: John B. Quinn Producer: Alexis HydeMusic and Editing by: Alexander Rossi

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EVs and Inside Elon Musk's Mind

Motley Fool Money

Play Episode Listen Later Oct 6, 2023 39:02

BYD is on Tesla's heels, but we all know Elon Musk loves a challenge. (00:21) Ron Gross and Bill Mann discuss: - The jobs report, and why they're paying attention to mortgage rates, credit card delinquencies and inventory levels heading into earnings season. - Meta's plans to offer a monthly subscription to users in the EU. - Cyberattacks hitting Clorox, MGM, and Caesar's. - China's BYD heating up the race in EVs. (19:11) Elon Musk's biographer Walter Isaacson explains Musk's fascination with X and how his fixation on mission fuels his innovative and entrepreneurial spirit. . (33:00) Bill and Matt break down two stocks on their radar: Chevron and Burford Capital. Stocks discussed: META, CLX, MGM, CZR, TSLA, KVUE, ASR Host: Dylan Lewis Guests: Bill Mann, Ron Gross, Ricky Mulvey, Walter Isaacson Engineers: Dan Boyd

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#187,Entrevista a Gabriel Castro

Fondos de Inversión y Valores

Play Episode Listen Later Sep 22, 2023 95:07

Esta semana os traigo una interesante entrevista a uno de los gestores mas reconocidos en el panorama español de fondos. Repasamos y actualizamos ambas estrategias tanto de Renta Fija como de Renta Variable. Gamma Global. Sigma Internacional. Comentamos las principales posiciones, entre las que se encuentran, Golar LNG, Burford Capital, Embracer, Pax Global, etc... Si te ha gustado el programa te agradezco le des un like en la aplcación para que de esta manera este contenido informativo y divulgativo, pueda llegar a mas gente. Para cualquier consulta , mi email es. eusgomez@gmail.com

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Lukáš Kotrba: Prodat nebo neprodat akcie Grouponu za současnou cenu?

Jak investovat

Play Episode Listen Later Sep 19, 2023 41:53

Rozhovor s Lukášem Kotrbou, portfolio manažerem z RSJ Securities o jeho osobním portfoliu, a to jaké konkrétní akcie drží, proč si vybral do portfolia Visu a ne Mastercard, o jeho názoru na společnost Burford Capital, Groupon nebo co je to shortsqueez. (Natočeno 5. září 2023 v prostorách galerie Knupp)Nenechte si ujít největší investiční konferenci o akciích v České republice Českou investiční konferenci, která proběhne 13. a 14. listopadu v Praze. BIO: Lukáš Kotrba v roce 2013 nastoupil jako junior analytik do RSJ Private Equity. O rok později se přesunul do RSJ Securities a.s., obchodníka s cennými papíry, kde stále působí na pozici portfolio manažera. Kromě tvorby kvantitativních modelů pro finanční analýzu spravuje akciový fond zaměřený na rozvojové trhy. V minulosti měl na starosti individuální akciová portfolia a algoritmický derivátový fond. Už před nástupem do skupiny RSJ aktivně působil jako individuální investor na finančních trzích se zaměřením na trhy v USA a Evropě.V PODCASTU SE DOZVÍTE: Burford Capital (1:50)Groupon (3:20)GME (24:15)Novinky v jeho portfoliu (29:40)Proč investoval do společnosti Visa a ne Mastercard (31:01)Rozhovor byl natočen v galerii Knupp.ZPĚTNÁ VAZBA:Vaše zpětná vazba je pro mě důležitá. Máte-li k podcastu jakékoliv poznámky, zašlete mi je, prosím, na lenka@schanova.com. Děkuji. DALŠÍ ROZHOVORY:Jiří Kovařík a Přemek Papp: IPO pohledem emitentemDušan Šenkypl: Groupon, Pale Fire Capital, osobní portfolioJan Barta: Od začátku Covidu jsem 500 % v plusuPetr Frisch: Jak danit příjmy z akcií, dluhopisů, fondů a derivátů

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Tues 9/12 - Burford Makes 37,000%, Microsoft to Defend Copilot Customers in Copyright Suits, Conservatives Want CFPB Gutted by SCOTUS and Column Tuesday on Low-income Energy Credits

argentina estados unidos esto era corte horacio la argentina analiz argentina por ypf rovelli burford capital

Play Episode Listen Later Sep 12, 2023 10:05

On this day in legal history, September 12, 1958 the Supreme Court unanimously rejected Kansas' challenge to the court's authority to desegregate schools. The decision was authored by all nine justices – the only time that had happened to that point or since. The Cooper v. Aaron case, decided on September 12, 1958, was a significant milestone in the civil rights movement in the United States. Following the landmark decision in Brown v. Board of Education (1954), which declared state laws establishing separate public schools for black and white students to be unconstitutional, there were numerous attempts by state governments to resist the implementation of desegregation.In this context, the state of Arkansas openly defied the federal mandate to desegregate public schools. The Governor of Arkansas, Orval Faubus, even used the National Guard to prevent African American students, known as the Little Rock Nine, from attending Little Rock Central High School, a previously all-white institution.This led to the Cooper v. Aaron case, where the Supreme Court reaffirmed its commitment to the principle of supremacy of federal law, as established in the Constitution. The court unanimously asserted that states could not pass legislation or enact policies that contradicted federal law, and that state officials were bound by the court's decisions. This case reinforced the court's authority and the federal government's power over the states, making it clear that state governments could not resist or undermine the implementation of federal court rulings.The ruling in Cooper v. Aaron was seen as a powerful affirmation of the federal judiciary's role in protecting civil rights and ensuring the implementation of desegregation policies across the United States. It underscored the Supreme Court's commitment to upholding the principles of justice and equality, as enshrined in the Constitution–if only in that one facet, in that one moment. Burford Capital stands to gain a substantial return of over 37,000% on its initial investment, potentially receiving around $6.2 billion from a $16 billion award ordered by a US judge against Argentina, pertaining to the 2012 seizure of oil company YPF SA. However, Argentina has vowed to appeal this decision, terming it as "unprecedented and erroneous", which might delay or even prevent the payment. Burford Capital's CEO, Christopher Bogart, and CIO, Jonathan Molot, both have prestigious backgrounds and have expressed a conciliatory stance towards Argentina, understanding the financial challenges the country is currently facing.Burford, which specializes in identifying and investing in undervalued legal claims, has already spent about $50 million in lawyer fees for this case and sold a significant portion of its interest to large hedge funds for $236 million. Despite facing criticism and a significant dip in share price in 2019, the company has managed to sustain by adapting its business structure. The recent court ruling rejected Argentina's argument that Burford's involvement would result in an undeserved windfall, emphasizing that the award amount was a consequence of Argentina's actions. The final judgment on the award is pending as is the final word on the broader question of litigation financing. Burford Eyes 37,000% Return in $16 Billion Argentina Award (1)Microsoft has promised to defend its customers from copyright infringement lawsuits stemming from its Copilot artificial intelligence tools. The company believes its systems are unlikely to produce content that so closely copies its source material that it violates copyright. And legal professionals largely agree that the risk of customers facing a copyright infringement suit related to AI's outputs is low.Microsoft is extending indemnification to protect commercial customers of its Copilot tools when they're sued for copyright infringement based on outputs. This means that Microsoft will defend the customer and pay any adverse judgments or settlements. The move aims to quell fears among potential customers that using generative AI-derived content will expose them to copyright suits.The indemnification doesn't take pressure off the most critical legal questions about generative AI and intellectual property. Lawsuits so far haven't targeted end-users of generative AI, and users shouldn't be liable for how AI companies train their machines. However, the real issue is whether the models were trained by scraping vast quantities of data across the internet, including materials that are under copyright. Ongoing litigation will decide whether that constitutes copying under copyright law, and if so, whether it's fair use.Microsoft has built features into the models designed to reduce purely duplicative outputs that could raise copyright concerns. For example, they have natural language filters that try to limit the number of verbatim outputs that can be included in any particular response. The company would rather control the litigation than have their customers control it.While Microsoft's announcement may reassure customers, bigger legal questions still remain, including ones that extend beyond copyright. The legal environment for generative AI is still in its early stages, and it's unclear how the courts will ultimately rule on these issues. However, Microsoft's move is a positive step in the right direction, and it should help to encourage the development and use of generative AI.Microsoft Sees Low Risk for Customers in AI Copyright LawsuitsThe U.S. Consumer Financial Protection Bureau (CFPB), established to counter predatory lending practices post the 2008 financial crisis, is facing a significant threat to its existence due to a pending Supreme Court case, which will review the constitutionality of its funding structure. This case is instigated by two trade groups representing the payday loan industry and is set to be heard on October 3, with a ruling anticipated by end-June. The challenge hinges on the fact that the agency is funded through the Federal Reserve, not congressional appropriations, potentially violating the Constitution's "appropriations clause".Throughout its existence from 2012 to 2022, the CFPB has initiated over 300 enforcement actions, recovering approximately $16 billion for American consumers. However, the agency has been criticized by conservatives and pro-business groups for fostering an "administrative state" with excessive regulations and perceived abuses of power. They have long sought to dismantle the CFPB, asserting it imposes undue burdens on financial institutions.The Biden administration has contested a lower court ruling that sided with the challengers, emphasizing the potential repercussions if the CFPB's existing rules and protections are invalidated. Consumer advocacy groups warn that this could expose consumers to deceptive and exploitative practices from lenders and debt collectors. They underscore the potential for market disruption and a recurrence of issues that necessitated the CFPB's inception. The case initiated in 2018 primarily targets a 2017 CFPB rule that aimed to limit "unfair" and "abusive" actions by certain high-interest lenders.Former critics of the agency, including Mick Mulvaney and over 130 Republican lawmakers, have joined in urging the Supreme Court to dismantle the CFPB. They maintain that the agency, since its creation in 2010, has lacked transparency and demonstrated potential for abuse. The Supreme Court's verdict could potentially influence the funding and structure of other federal agencies with similar financial arrangements.Conservatives hope Supreme Court defangs US consumer watchdog | ReutersIn my column this week, I discuss the forthcoming Low-Income Communities Bonus Credit initiative by the IRS, which aims to incentivize clean energy investments in low-income and tribal communities. I emphasize that the focus should be on creating the most efficient strategies for generating renewable energy, rather than merely situating clean energy facilities in these communities. I thus advocate for the centralization of Category 4 facilities, which are designed to economically benefit underserved communities, regardless of their geographical location.I also highlight the current administrative hurdles associated with applying for similar programs, suggesting that the process needs to be streamlined to avoid favoring applicants with more substantial financial and administrative resources. I then propose a collaborative approach involving various stakeholders, including state and local governments, the private sector, and community leaders, to develop guidelines that best meet the needs of individual communities.Furthermore, I encourage the fostering of public-private partnerships and ongoing community engagement to ensure the success of these projects. I would caution against making assumptions about the motivations of low-income communities and stress the importance of engaging with these communities to understand their needs and motivations better.Energy Credits for Low-Income Taxpayers Should Be Easy to Get Get full access to Minimum Competence - Daily Legal News Podcast at www.minimumcomp.com/subscribe

Horacio Rovelli analizó el falló contra la Argentina por expropiación de YPF

Encuentro Nacional

Play Episode Listen Later Sep 8, 2023 11:06

La jueza estadounidense Loretta Preska falló en contra de la Argentina en la causa por la expropiación de YPF. El fallo fue a medida del principal beneficiario de este juicio, el fondo buitre Burford Capital, cuyo negocio no es la energía sino la especulación judicial a través de la gestión de estos pleitos multimillonarios. Horacio Rovelli, licenciado en economía, ex subsecretario de defensa de la competencia y de mercado interno analizó el fallo. "Era seguro que este fallo era en contra del Argentina. Esto va a ir a la Corte de Estados Unidos porque Argentina va apelar pero llevará tiempo".

An Inside Look At Litigation Finance: An Interview With Chris Bogart

Original Jurisdiction

Play Episode Listen Later Aug 9, 2023 44:47

This is a free preview of a paid episode. To hear more, visit davidlat.substack.comWelcome to Original Jurisdiction, the latest legal publication by me, David Lat. You can learn more about Original Jurisdiction by reading its About page, and you can email me at davidlat@substack.com. This is a reader-supported publication; you can subscribe by clicking on the button below. Thanks!One of the most important developments in the legal world in the past decade has been the rise of litigation finance, which has emerged from relative obscurity—and even illegality in certain states—to become a multibillion-dollar industry. Initially viewed by many with either skepticism or befuddlement, litigation finance has gone mainstream, and today numerous Am Law 100 firms and Fortune 500 companies work with funders for mutual benefit.But litigation finance remains controversial in some quarters, and its rapid growth has led to calls for greater regulation or disclosure. Based in part on such issues, I have long been interested in the field, dating back to when I covered it for Above the Law. Recent news stories—including litigation between a top funder and a former client, followed by a high-profile trial last month in the Southern District of New York—have brought litigation funding back into the headlines, making now an opportune time to explore it on this podcast.In picking a guest, I adhered to my approach of going straight to the top, speaking with the #1 executive at the #1 funder: Christopher Bogart, co-founder and CEO of Burford Capital, the world's largest provider of legal finance. In our conversation, Chris and I covered his remarkable legal career, in which he became the general counsel of a Fortune 50 company just seven years out of law school; the early days of litigation finance, including the founding of Burford; attacks on litigation funding, including claims that it makes litigation more widespread, long-running, and expensive; and his own firm's public beef with Sysco, the food-distribution giant and former Burford client. If you're not familiar with litigation finance—how it works, how it has evolved, and how it's transforming the legal and investing worlds—you'll want to listen to this episode.Show Notes:* Christopher Bogart bio, Burford Capital LLC* An Innovator's Journey: From Star Litigator to Litigation Finance, by Russ Banham for Carrier Management* A $16 Billion Wall Street Lawsuit for the Ages, by Eriq Gardner for Puck* Burford Capital Eyes Billions in Payout for Argentina Suit, Bloomberg LawPrefer reading to listening? For paid subscribers, a transcript of the entire episode appears below.Sponsored by:NexFirm helps Biglaw attorneys become founding partners. To learn more about how NexFirm can help you launch your firm, call 212-292-1000 or email careerdevelopment@nexfirm.com.

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The New Bull Market

Motley Fool Money

Play Episode Listen Later Jun 16, 2023 38:58

Some are saying it's a bull market, we're calling it a giddy one. (00:21) Ron Gross and Matt Argersinger discuss: - The latest inflation numbers and the Fed's plan to “skip” a rate hike. - How a small group of companies are driving market returns, and why the rest could catch up. - Why the market was hungry for shares of restaurant brand Cava. (19:11) Polina Pompliano shares some unconventional business advice and insights from her new book Hidden Genius: The secret ways of thinking that power the world's most successful people. (35:13) Ron and Matt break down two stocks on their radar: Chevron and Burford Capital. Stocks discussed: CAVA, NDAQ, KR, ORCL, SPOT, SHOP, CVX, BUR Host: Dylan Lewis Guests: Matt Argersinger, Ron Gross, Polina Pompliano Producer: Ricky Mulvey Engineer: Dan Boyd

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Maroš Kravec: LitFin aneb jak se buduje jedna z nejvýznamnějších evropských společností v oblasti financování soudních sporů

Jak investovat

Play Episode Listen Later May 23, 2023 69:07

Rozhovor s Marošem Kravcem, zakladatelem a CEO společnosti LitFin, čtvrtou nejvýznamnější evropskou společností zabývající se financováním soudních sporů. V rozhovoru se dozvíte o jejich business modelu, jak těžké bylo takovou společnost rozjet, do jakých sporů investují, jakou mají provizi nebo jak se jim podařilo splatit investici 5 mil. EUR od Pale Fire Capital do 18 měsíců. Rozhovor volně navazuje na epizodu s Danielem Gladišem o Burford Capital. POZVÁNKA: Zúčastněte se České investiční konference, největší investiční konference o akciích v ČR 13. a 14. listopadu v Praze. Více informací naleznete na: www.ceskainvesticnikonference.cz V PODCASTU SE DOZVÍTE:Background, založení stavební firmy ve Velké Británii, (1:15)Založení LitFin Capital (10:15)Kapitál na rozjezd společnosti (32:00)Soudní spor s WireCard (35:27)Business model (43:12)Podle čeho si vybírají soudní spory, které financují (43:40)Důvody, proč se věnují pouze evropskému právu (49:50)Investice od Pale Fire Capital (50:32)Názor na Bufrod Capital (56:49)Vize do budoucna - LitFin za 10 let (1:07:20)POSLECHNĚTE SI TAKÉ:Daniel Gladiš: Burford Capital a financování soudních sporůDušan Šenkypl: O budování Pale Fire Capital a GrouponuJan Barta: Od začátku Covidu jsem 500% v plusuAleš Vávra: O shortování a WireCarduZPĚTNÁ VAZBA:Vaše zpětná vazba je pro mě důležitá. Máte-li k podcastu jakékoliv poznámky, zašlete mi je, prosím, na lenka@schanova.com. Děkuji.

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Daniel Gladiš: Burford Capital (BUR) & jak probíhá financování soudních sporů

Jak investovat

Play Episode Listen Later May 10, 2023 39:36

Rozhovor se zakladatelem akciového fondu Vltava Fund Danielem Gladišem o společnosti Burford Capital (ticker: BUR), která financuje soudní spory. V rozhovoru se dozvíte, jak funguje financování soudních sporů, co je na této společnosti zajímavé, nebo jak takový business ocenit. (Natočeno 2. května 2023, NEJEDNÁ SE O INVESTIČNÍ DOPORUČENÍ)

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Economic Incentives for Diversity

Illinois MCLE Podcast

Play Episode Listen Later Apr 10, 2023

Diversity and inclusion are laudable goals, but how can change be created in an industry driven by tradition and financial return? This interview explores the concept of using economic incentives and data to encourage diversity within the legal profession. The conversation also explores controversial topics such as diversity spin, partner compensation, and the impact on the legal profession of changes to affirmative action law currently being considered at the Supreme Court. Aviva Will is the Co-Chief Operating Officer at Burford Capital and one of the architects behind Burford's Equity Project (a $150,000,000 fund allocated exclusively for women and minority litigators). Keith Harrison is a partner and co-chair of Crowell & Moring's Litigation Group and a member of the firm's Diversity Council. Aviva and Keith sit down with Joel to discuss putting money on the line to overcome inherent biases and structural disadvantages and to encourage, maintain, and grow diversity in the profession of law. (Diversity and Inclusion / Implicit Bias & Bias Reducing Strategies MCLE)

diversity supreme court economic incentives crowell moring burford diversity council burford capital keith harrison

Mon 4/3 - COVID-Era Bar Takers, Boy Scouts Want to Exit BK but Insurers Don't, Burford Capital Wins Big, and Musk Tweet Trouble

Law360's Pro Say - News & Analysis on Law and the Legal Industry

Play Episode Listen Later Apr 3, 2023 5:12

The scores on the February bar exam in the US have fallen for the second consecutive year, with some blame placed on COVID-19 pandemic disruptions in law schools. The national average score on the Multistate Bar Exam was 131.1, a decrease of 1.5 points from the previous year, according to the National Conference of Bar Examiners. The decline is attributed to an increase in repeat test takers and the pandemic's negative impact on learning. First-time test takers saw the largest decline, scoring two points lower than their 2022 counterparts on average. Many of the first-time examinees were in their first year of law school when campuses shut down and classes abruptly moved online in the spring of 2020. About 72% of the February 2023 takers were likely repeaters, up from 68% the previous year.US bar exam officials blame low scores on COVID disruptions, repeat testers | ReutersInsurers of the Boy Scouts have requested a delay in the youth group's exit from bankruptcy to allow them more time to appeal a $2.46 billion settlement of sexual abuse claims. The insurers, which include Liberty Mutual Insurance Company, have said the Boy Scouts' bankruptcy settlement puts them on the hook for paying "thousands of invalid and questionable claims." U.S. District Judge Richard Andrews in Wilmington, Delaware, rejected the insurers' initial appeal on Tuesday, finding the settlement was a good faith effort to resolve claims by more than 80,000 men who say they were abused as children by troop leaders. The Boy Scouts have agreed to contribute insurance rights worth up to $4 billion to the settlement fund that will pay abuse claims. Those insurance payments are in addition to the $2.46 billion already contributed to the fund by the Boy Scouts organization, its two largest insurers, and organizations that have chartered Scouting units and activities, including churches. The Boy Scouts organization said it would oppose any effort to delay bankruptcy exit. The Boy Scouts filed for bankruptcy in February 2020 after several US states enacted laws allowing accusers to sue over decades-old abuse allegations.Boy Scouts insurers seek to delay $2.5 bln abuse deal, bankruptcy exit | ReutersBurford Capital Ltd., a litigation funder, has won a major victory in a lawsuit over an Argentina oil company. The company has financed former YPF SA shareholders in their legal claim against Argentina, arguing that the claims are worth over $7.5bn before prejudgment interest. On Friday, a federal court in New York ruled that the country is liable for losses suffered by the 2012 nationalization of the oil company, but did not specify the amount of damages that Argentina will be ordered to pay. Burford shares rose over 30% before trading was suspended.We have talked about litigation funder Burford Capital Ltd. previously in the context of it having been accused by Sysco Corp of blocking it from hiring new lawyers in price-fixing lawsuits, after providing the food distributor with $140m to pursue the suits. There, Sysco accused the funder of preventing Sysco from getting new lawyers and from signing off on a new fee arrangement for replacement lawyers. Burford denied the accusations, with its chief information officer calling Sysco's account of the situation “disingenuous” and “inaccurate”. Burford persisted in denying it was interfering with the independent judgment of its counsel.Litigation funding itself is a controversial concept. It is a process in which a third-party funder provides financing to plaintiffs involved in legal disputes in exchange for a portion of the recovery. The funder pays for the legal costs and other expenses associated with the litigation in exchange for a share of any settlement or verdict. This type of funding is typically used by plaintiffs who are unable to afford the costs of a lawsuit on their own. Some have argued injecting an element of investment, or gambling, into the litigation process is asking for trouble – imagining issues along the lines of what Sysco accused Burford of engaging in. Burford Capital Set to Cash Big Bet on Argentina Oil Lawsuit (2)Sysco Says $140 Million Litigation Funder Blocking Lawyer ChangeElon Musk violated federal labor law with a 2018 tweet in which he said Tesla workers would lose stock options if they unionized, according to a US appeals court. The decision upheld a ruling by the National Labor Relations Board ordering Musk to delete the tweet, which it said amounted to an unlawful threat. The case followed a union organizing campaign at the company's plant in Fremont, California, by the United Auto Workers. The court rejected Tesla's argument that the tweet wasn't a threat and just highlighted that unionized auto workers at other companies didn't receive stock options. Musk's prolific use of Twitter has landed him in legal trouble before, and his purchase of Twitter has landed him in all manner of trouble – from economic to reputational. Elon Musk's 2018 tweet on Tesla union campaign illegal, US court rules | Reuters Get full access to Minimum Competence - Daily Legal News Podcast at www.minimumcomp.com/subscribe

Ep. 290: What Exactly Does Litigation Funding Buy You?

Play Episode Listen Later Mar 24, 2023 24:58

The litigation finance industry has boomed over the past several years, with investors looking to bankroll contentious cases in the hopes of securing a big payday. But what happens when the financiers begin to take a heavy hand on case strategy? That question is at the center of a new suit against litigation funding behemoth Burford Capital, which has been accused of blocking a client from accepting “reasonable” settlement offers. Joining Pro Say this week is Law360's Hannah Albarazi who will discuss the case against Burford and its implications for the lucrative litigation funding industry. Also this week, a feud between Littler Mendelson PC and one of its former attorneys over allegations of stolen documents has spilled into the courtroom and onto social media. Plus, a Delaware judge prepares to rule in a bitter dispute between Dominion Voting Systems and Fox News over the network's reporting on false claims that the voting technology company meddled in the 2020 presidential election.

funding fox news delaware litigation burford law360 burford capital

260. Repasando la Cartera 2023 con Gabriel Castro

castro adri activision blizzard paco cartera repasando burford capital gabriel castro

Play Episode Listen Later Feb 19, 2023 132:47

En este episodio de Value Investing FM, Adrián y Paco tenemos el placer de tener con nosotros de nuevo a Gabriel Castro, para repasar su cartera de inversión en 2023. Gabriel ya estuvo en nuestro programa en el episodio 197, por si queréis volver a escucharlo. Hoy nos hablará sobre cómo ha vivido este último año, cómo ve la situación actual en renta variable y en renta fija y de sus principales tesis de inversión: NagaCorp, Golar LNG, Pax Global, Activision Blizzard, Burford Capital y sobre Bonos: Fircroft y convertible de Pyxis Tankers.

Angela Aldrich - Developing A Differentiated View

Value Investing with Legends

Play Episode Listen Later Feb 17, 2023 65:27

One of the most exciting things in our industry is finding young investment managers who are incredibly bright, hard-working, and well-trained in the investment process. Our guest today, Angela Aldrich, fits that bill perfectly. Angela is the co-founder of Bayberry Capital Partners, a hedge fund with a half-billion dollars in assets based in New York. Before starting Bayberry Capital Partners, she worked at John Griffin's Blue Ridge Capital, which shut down in 2017 after a glorious 21-year run during which it returned its investors an average return of 15.3% annually. Angela graduated from Duke University with a degree in economics and received an MBA from Stanford University Graduate School of Business. Before joining Blue Ridge, Angela worked at Goldman Sachs, BDT Capital Partners, and Scout Capital Management. In this episode, Angelo, Tano, and I discuss her path to a career in investing, what it was like to be mentored by John Griffin, Angela's key learnings from her transition from analyst to portfolio manager, Bayberry's investment philosophy and approach to search, portfolio construction and sizing, how to find opportunities in volatility, case studies of companies which demonstrate Bayberry's organizational principles in action, and so much more! This podcast is not an offer to sell or the solicitation of an offer to purchase any securities, nor is it an offer of any advisory services. This podcast is for informational and educational purposes only, and intended to provide general market commentary. The discussion of any individual investments discussed in this podcast is for informational purposes only, and any such investments are not representative of all of the investments held, or that may in the future be held, by any fund, account or investment vehicle managed by Bayberry Capital Partners LP. Nothing in this podcast, including any discussion of past results, is a guarantee of similar or future outcomes. Key Topics: Welcome Angela to the show (2:12) How Angela found her way to a career in investing (3:09) The transformational experience of working with John Griffin, founder of Blue Ridge Capital Management (5:53) Navigating the transition from analyst to portfolio manager (9:13) Portfolio construction as a form of risk management (11:20) Finding opportunities in periods of crisis and high volatility (15:00) The investment philosophy and organizational principles that drive results at Bayberry Capital (18:25) Bayberry's approach to recognizing surprisingly high business quality (22:04) Signposts of suitable candidates for the short side (25:39) Unlocking value from an investment thesis (27:22) How to avoid thesis creep (30:26) The central importance of identifying the right key investment factors (33:23) Portfolio sizing principles at Bayberry (36:21) Why WillScot Mobile Mini Holdings became Bayberry's largest long (39:36) How Bayberry goes about valuing businesses (48:27) Why Bayberry became interested in Burford Capital (50:38) What keeps Angela worried and excited about markets in the future (1:01:14) Angela's book recommendations (1:02:32) And much more! Mentioned in this Episode: Carol S. Dweck's Book | Mindset: The New Psychology of Success Sudhir Venkatesh's Book | Gang Leader for a Day: A Rogue Sociologist Takes to the Streets Thanks for Listening! Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. And feel free to drop us a line at valueinvesting@gsb.columbia.edu. Follow the Heilbrunn Center on social media on Instagram, LinkedIn, and more!

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Ep 36: Litigation Finance, Law Firm Equity and Securitization

Securitization Insight

Play Episode Listen Later Feb 6, 2023 22:53

Securitization Insight Ep 36: Litigation Finance, Law Firm Equity and SecuritizationDavid Perla, co-chief operating officer of Burford Capital, joins host Patrick Dolan to examineopportunities and limitations in the litigation finance market. We discuss the increased demand for capital and the expansion of both size and type of investments available.Listen and subscribe to the Securitization Insight podcast on Apple Podcasts, Spotify, or your preferred podcast app.

spotify money law finance legal equity loans securities litigation law firms securitization burford capital patrick dolan

Economic Incentives for Diversity

California MCLE Podcast

Play Episode Listen Later Jan 12, 2023 34:02

Diversity and inclusion are laudable goals, but how can change be created in an industry driven by tradition and financial return? This interview explores the concept of using economic incentives and data to encourage diversity within the legal profession. The conversation also explores controversial topics such as diversity spin, partner compensation, and the impact on the legal profession of changes to affirmative action law currently being considered at the Supreme Court. Aviva Will is the Co-Chief Operating Officer at Burford Capital and one of the architects behind Burford's Equity Project (a $150,000,000 fund allocated exclusively for women and minority litigators). Keith Harrison is a partner and co-chair of Crowell & Moring's Litigation Group and a member of the firm's Diversity Council. Aviva and Keith sit down with Joel to discuss putting money on the line to overcome inherent biases and structural disadvantages and to encourage, maintain, and grow diversity in the profession of law. (Diversity and Inclusion / Implicit Bias & Bias Reducing Strategies MCLE)

diversity supreme court economic incentives crowell moring burford diversity council burford capital keith harrison

Financing Justice and Building High-Performing Financial Teams w/ Ken Brause

CFO Weekly

Play Episode Listen Later Jul 27, 2022 35:13

What makes a great CFO? It's not the first time we have discussed this on the CFO Weekly podcast. But all our guests have personal experiences and insights you can learn from. And today's guest is Ken Brause. Ken is a strategic financial executive with experience across several financial services, healthcare, and Fintech industries. He is the Chief Financial Officer at Burford Capital and is responsible for managing and overseeing global finances and financial strategy. Before joining Burford Capital, Ken worked as a CFO at OnDeck and Executive Vice President and Treasurer of CIT Group and CIT Bank. In this episode, we discuss: Legal financing What makes a successful CFO? How can CFOs build high-performing financial teams?

healthcare finance financial cfo fintech financing treasurers chief financial officers cfos high performing on deck brause burford capital

187: Alan Green discusses market sentiment & the following stocks: Burford Capital, ECR Minerals & Dekel Agri-Vision

Market Talk with Justin Waite

Play Episode Listen Later Jun 13, 2022 32:16

Alan Green CEO of Brand Communications talks about the negative sentiment around today's market based on fear of inflation & interest rate rises. Plus stocks mentioned included: Burford Capital #BUR, ECR Minerals #ECR & Dekel Agri-Vision #DKL

vision market stocks minerals sentiment agri brand communications market sentiment alan green burford capital

PROYECCIONES 2022 EP 470 Recta final para el juicio por la expropiación de YPF: escenarios de una demanda que podría costarle a Argentina hasta USD 20.000 millones

PROYECCIONES 2020 - EPISODIO 1

Play Episode Listen Later May 31, 2022 47:15

TESTIMONIOS DE FAUSTO SPOTORNO ( ANALISIS ECONOMICO), JORGE GIACCOBE(ANALISIS POLITICO, ENCUESTAS) MARIO NEGRI Se acortan los tiempos para la muy extensa demanda en los tribunales de Nueva York por la expropiación que hizo el Estado nacional de YPF en 2012, cuando Cristina Kirchner era presidenta. El 23 de junio próximo se presentarán los últimos informes y la jueza Loretta Preska, del tribunal de primera instancia del Distrito Sur de Manhattan, podría fallar al día siguiente. O convocar una nueva audiencia, o rechazar los pedidos de ambas partes y ordenar que se haga el juicio: aunque parezca mentira, este proceso, que comenzó hace siete años, está en etapa prejudicial. Burford Capital, un bufete de acción global que cotiza en la bolsa de Londres, al que muchos compararon por su accionar como un “fondo buitre”, compró el derecho a litigar contra YPF y el estado argentino a dos ex accionistas privado de la petrolera –Eton y dos empresas quebradas Petersen, que al momento del juicio no pertenecían al Grupo Petersen de Argentina– que en su momento argumentaron que YPF debió hacer una oferta pública a los accionistas minoritarios y no sólo “arreglar” con el socio mayoritario al momento de la expropiación, la española Repsol. Ese es el eje central de la causa. El 60% de toda la información de la demanda es confidencial, no se conoce: en esos folios hay declaraciones de ex ejecutivos de la petrolera, ex accionistas, de los demandantes, síndicos y otros protagonistas. ¿Puede haber sorpresas surgidas de ese material? Claro, la que tiene el escenario completo de la situación es Preska, quien además es una profunda conocedora de la demanda desde el minuto cero Según un cálculo que hicieron los demandantes, usando el estatuto de YPF y calculando diferentes escenarios de intereses luego de siete años de juicio, la demanda podría tener un costo en un rango de entre USD 8.500 millones y hasta unos USD 20.000 millones. “Está claro que el gobierno de Argentina debería haber lanzado una oferta pública por todas las acciones no incluidas en la expropiación y, al no hacerlo, dio a las empresas Petersen y a Eton Park Capital razones suficientes para presentar una demanda en busca de una indemnización. Pero Argentina ha presentado sólidos argumentos para persuadir a la jueza Preska para que falle a su favor, alegando, sobre todo, que estaba impedido por su propia leyes de adquirir acciones adicionales”, destacó Maril. Si Argentina pierde los escenarios podrían incluir apelaciones, búsquedas de nuevos mediadores, oferta de pago con bonos (de los devaluados del país o de la empresa), venta extra de acciones por parte de la empresa y hasta futuras negociaciones según quien gane las elecciones presidenciales de 2023 y posibles embargos en EEUU para la empresa.

The Companies and Markets show: Bellway, Burford, and Tesco

Investors Chronicle

Play Episode Listen Later Apr 1, 2022 29:13

Alex Newman, Mark Robinson and Jemma Slingo join the Companies and Markets panel to discuss our result of the week, UK housebuilder Bellway, before diving into litigation funder Burford Capital's annual report and the investment case for Tesco as a defensive stock. See acast.com/privacy for privacy and opt-out information.

uk companies markets tesco mark robinson alex newman burford burford capital bellway

A Conversation with Chris Bogart of Burford Capital

In the Company of Mavericks

Play Episode Listen Later Mar 4, 2022 43:45

Chris Bogart discusses how he started to dabble in litigation finance as a hobby, but the onset of the global financial crisis led to the formation of Burford Capital and a 12-year journey to industry leadership and a listing on the NYSE. Chris describes how culture, risk assessment and the adoption of data science have all played a part in helping Burford drive its competitive advantage in the developing market for litigation finance. David Seaman of Alpha Cygni Investment Management adds some in-depth questioning on key aspects of the Burford story, including the periods of investor scepticism, its culture and how Chris thinks about risk. Please enjoy.

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Litigation Funding

Law, disrupted

Play Episode Listen Later Mar 2, 2022 37:29

In this episode of “Law, disrupted," host John B. Quinn joins Christopher Bogart, CEO, Director, and Co-Founder of Burford Capital. Burford is the largest litigation finance firm in the world and is publicly traded on the New York and London Stock ExchangesIn this conversation, Christopher drills down on what litigation funding is and explains how it can be a cost-effective financing tool for claimants and law firms by assuming the cost and risk of litigation. Together, Christopher and John explore what litigation finance deals look like, and what makes them an attractive investment proposition.They also consider whether litigation finance is more important outside the US, potential barriers to entry in this space, and the types of innovative litigation products in the pipeline, which could transform the legal industry.Created & produced by Podcast Partners: www.podcastpartners.comSign up to receive updates by email when a new episode drops at: www.law-disrupted.fm Music by Alexander Rossi www.alexanderrossi.meProducer www.alexishyde.com

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Finding the 100 highest-quality public businesses in the world with Will Oliver and Will Barnes, founders of In Practise

Jorgenson's Soundbox

Play Episode Listen Later Feb 8, 2022 102:25

Will Barnes and Will Oliver are two fantastic individuals I met through Latticework and got to know by bonding over our fandom of Charlie Munger. They are the co-founders of In Practise, a company that conducts interviews with executives and sells them to investors looking at the companies and building conviction in their portfolio. They conduct one-to-one interviews in pursuit of finding the best investment opportunities for their clients. During our conversation, we talk about how they came to start their business, how it is structured to authentically align with themselves, and tactics they employ in conducting interviews. To kick off the conversation, I ask about who their heroes are and both Wills talk about their fathers as well as Munger and Buffet, and then we transition into how they met and came to start In Practise. They both worked for Third Bridge, an expert network that connects mainly investment companies with operators in private one-to-one phone calls, and they came together to build the content side of the business. They fell in love with the work, and seeing a niche in the market for a more affordable solution for smaller hedge fund managers, they spun out from Third Bridge and formed In Practise. We discuss how they are building a system to understand what quality means in a business and how they build conviction for investors. We talk a bit about Dee Hock, the founder and CEO of Visa, and how he has inspired and influenced In Practise. Their core offering is a library of interviews; they first aim to get their client up to speed quickly on the workings of the company they are interested in and then to delve into what really matters, and the next part is the analysis phase in which they offer investor dialogs about the company. Moreover, they are aiming to build a community for learning founded on trust. We explore how they approach the interviews of executives and the balance between noticing patterns but also allowing the interview to go where it flows. They must understand the business and what the customers care about but also have to be willing to really listen. Will Barnes emphasizes the importance of the line of questioning rather than just the questions and says the epiphanies often come when the original hypothesis was wrong. They walk me through a couple of company examples, Naked Wine and Burford, and what really matters in them. To wrap up, I ask about the companies they can list that they believe to be in the hundred highest quality public businesses in the world today and about their project of In Practise 40 years out. Links: In Practise In Practise on Twitter Eric's Newsletter Third Bridge Iain McGilchrist Books by Dee Hock Naked Wines Burford Capital Topics: (1:51) - Who are your heroes? (8:43) - The Will's experiences at Thirdbridge - and the desire to spin out (14:48) - How did you define your niche in the industry? (21:13) - Solving the problem of understanding quality in business and selling the service of conviction (26:14) - Unpacking “The Highest Quality Public Businesses” (31:14) - Thoughts on Dee Hock, Visa, and Natural systems (36:22) - Authenticity in business & the pursuit of truth (43:05) - The macro components of In Practise (46:46) - The pie chart of conviction, building community and trust (52:00) - How do you approach conversations with executives? (1:04:48) - Practical examples: Naked Wines (1:12:34) - Practical examples: Burford Capital (1:19:49) - How many companies can you list that you believe are on the 100 highest quality public businesses in the world today? (1:25:28) - Where do you want this business to be in 40 years? (1:30:28) - What are the principles guiding your practice? (1:36:08) - Closing thoughts Additional Episodes If You Enjoyed: Phil Huber: Crazy Alternative Assets, Crypto for Financial Advisors & the Book Writing Process Jason Hitchcock: Your Guide to Web3 (DeFi, NFTs, and The Metaverse) Shane Mac: Building Messaging Protocol for Web3 (XMTP), Company Culture, and Scaling Trust If you want to support the podcast, here are a few ways you can: >> Buy a copy of the Navalmanak: www.navalmanack.com/ >> Share the podcast with your friends and on social media >> Give the podcast a positive review to help us reach new listeners >> Make a weekly, monthly, or one-time donation: https://app.omella.com/o/9Bufa >> Follow me on Twitter: @ericjorgenson >> Learn more and sign up for the “Building a Mountain of Levers” course and community: https://www.ejorgenson.com/leverage I appreciate your support! Important quotes from Naval on building wealth and the difference between wealth and money: How to get rich without getting lucky. - Naval Ravikant Making money is not a thing you do—it's a skill you learn. - Naval Ravikant I came up with the principles in my tweetstorm (below) for myself when I was really young, around thirteen or fourteen. I've been carrying them in my head for thirty years, and I've been living them. Over time (sadly or fortunately), the thing I got really good at was looking at businesses and figuring out the point of maximum leverage to actually create wealth and capture some of that created wealth. - Naval Ravikant Seek wealth, not money or status. - Naval Ravikant Wealth is having assets that earn while you sleep. - Naval Ravikant Money is how we transfer time and wealth. - Naval Ravikant Ignore people playing status games. They gain status by attacking people playing wealth creation games. You're not going to get rich renting out your time. You must own equity—a piece of a business—to gain your financial freedom. - Naval Ravikant The most important skill for getting rich is becoming a perpetual learner. You have to know how to learn anything you want to learn. The old model of making money is going to school for four years, getting your degree, and working as a professional for thirty years. But things change fast now. Now, you have to come up to speed on a new profession within nine months, and it's obsolete four years later. But within those three productive years, you can get very wealthy. - Naval Ravikant Important quotes from the podcast by Naval on Leverage: “Give me a lever long enough and a place to stand, and I will move the earth.” —Archimedes To get rich, you need leverage. Leverage comes in labor, comes in capital, or it can come through code or media. But most of these, like labor and capital, people have to give to you. For labor, somebody has to follow you. For capital, somebody has to give you money, assets to manage, or machines. - Naval Ravikant Fortunes require leverage. Business leverage comes from capital, people, and products with no marginal cost of replication (code and media). - Naval Ravikant Capital and labor are permissioned leverage. Everyone is chasing capital, but someone has to give it to you. Everyone is trying to lead, but someone has to follow you. - Naval Ravikant Code and media are permissionless leverage. They're the leverage behind the newly rich. You can create software and media that works for you while you sleep. - Naval Ravikant If you can't code, write books and blogs, record videos and podcasts. - Naval Ravikant Leverage is a force multiplier for your judgment. - Naval Ravikant Apply specific knowledge, with leverage, and eventually you will get what you deserve. - Naval Ravikant “We live in an age of infinite leverage, and the economic rewards for genuine intellectual curiosity have never been higher. Following your genuine intellectual curiosity is a better foundation for a career than following whatever is making money right now.” - Naval Ravikant Important Quotes from the podcast on Business and Entrepreneurship There is no skill called “business.” Avoid business magazines and business classes. - Naval Ravikant You have to work up to the point where you can own equity in a business. You could own equity as a small shareholder where you bought stock. You could also own it as an owner where you started the company. Ownership is really important. Everybody who really makes money at some point owns a piece of a product, a business, or some IP. That can be through stock options if you work at a tech company. That's a fine way to start. But usually, the real wealth is created by starting your own companies or even by investing. In an investment firm, they're buying equity. These are the routes to wealth. It doesn't come through the hours. - Naval Ravikant

The Brilliance of Burford's Equity Project With Aviva Will, Burford Capital's Co-Chief Operating Officer and Host Richard Levick of LEVICK

In House Warrior

Play Episode Listen Later Nov 16, 2021 28:20

The Brilliance of Burford's Equity Project: Aviva Will, Burford Capital's Co-Chief Operating Officer, Aviva Will, joins host Richard Levick of LEVICK to discuss the company's launch of the second phase of The Equity Project, a $100 million commitment designed to increase diversity in the business of law, particularly in leadership and partner positions. Ms. Will discusses how the expansion of The Equity Project was motivated by the “vanishingly few” commercial disputes led by female and racially diverse lawyers. Burford contributes a portion of its profits made from resolved Equity Project-funded matters to organizations that promote lawyer development for female and racially diverse lawyers.

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How Corporate Finance and Corporate Legal Professionals Can Collaborate More Effectively

cfo collaborate corporate finance burford legal professionals burford capital

Play Episode Listen Later Aug 30, 2021 11:50

I spoke with David Perla, the co-chief operating officer at Burford Capital, a leading provider of capital to the legal market. We discussed Burford's 2021 Legal Asset Report, why it is important to talk to chief financial officers about legal assets, how CFO's view affirmative recovery and legal cost management programs, and how corporate finance and corporate legal can collaborate more effectively.

How Corporate Finance and Corporate Legal Professionals Can Collaborate More Effectively

cfo collaborate corporate finance burford legal professionals burford capital

Play Episode Listen Later Aug 30, 2021 11:50

I spoke with David Perla, the co-chief operating officer at Burford Capital, a leading provider of capital to the legal market. We discussed Burford's 2021 Legal Asset Report, why it is important to talk to chief financial officers about legal assets, how CFO's view affirmative recovery and legal cost management programs, and how corporate finance and corporate legal can collaborate more effectively.

Epicenter Loss Recovery LLC v. Burford Capital Limited

Oral Arguments for the Court of Appeals for the Ninth Circuit

Play Episode Listen Later May 4, 2021 20:29

Epicenter Loss Recovery LLC v. Burford Capital Limited

loss recovery limited epicenter burford capital

Stock Watch - Stock picks — Intel and Burford Capital

Stock Watch

Play Episode Listen Later Mar 2, 2021 2:59

Jean Pierre Verster from Protea Capital Management and Drikus Combrinck from Capicraft talk to Business Day TV

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157. Invertir en Videojuegos con Andrei Trucmel

covid-19 finance new world litigation daily journal burford capital

Play Episode Listen Later Jan 24, 2021 112:24

En este episodio de Value Investing FM, Adrián y Paco tenemos el placer de entrevistar a Andrei Trucmel, CEO de Reload Esports, para hablar de invertir en videojuegos. Nos hablará de: - Sus inicios en el mundo de la inversión - Su estilo de inversión concentrada, que combina materias primas con empresas tecnológicas de alto crecimiento - Los fondos de inversión y gestores de referencia, como - Las principales empresas del sector de los videojuegos, como Unity, Paradox Interactive, ActivisionBlizzard, CD Project RED, Ubisoft entre muchas otras más - Algunos de sus errores de inversión, como Renault, CTT Correios de Portugal o Burford Capital. - Sus consejos y libros de bolsa recomendados Algunas de las empresas comentadas por sectores son: Desarrollo y distribución de videojuegos - Unity - ActivisionBlizzard - Paradox Interactive - Electronic Arts - CD Project Red - Ubisoft - Tencent - Nintendo Distribución de contenidos de esports - Twitch de Amazon: Exposición a esports y a contenido - Douyu + Huya: Posible fusión bajo investigación creando un gigante del streaming de videojuegos en china - Youtube de Alphabet, con poca exposición a esports pero bastante a otros contenidos sobre videojuegos y Google IA - Facebook Gaming de Facebook. Posiblemente, Facebook Horizon en el futuro. Infraestructura de esports - Modern Times Group: ESL Y Dreamhack, exposición a la infraestructura de esports de Valve - Guild Esports: Mayor IPO de un club de esports, management muy bueno - Enthusiast Gaming: Compañía de media que cuenta con una división de esports en la que se encuentra Luminosity Gaming, antiguo club de Ninja, uno de los equipos más temidos de la historia DEL CSGO (extinto) y actual hogar de XQC (5º mayor streamer de Twitch) - Astralis: Club de esports danés con mucho potencial, destacan en la faceta deportiva y su modelo de gestión por jugadores profesionales de esports. Hardware y software complementario - Microsoft - Sony - Nintendo - AMD - NVIDIA - Corsair Gaming - Razer Inc - Turtle Beach Primeros servicios de cloud gaming: - Stadia de Aplhabet - Geforce Now de NVIDIA - Microsoft Game Pass Ultimate de Microsoft

186: The Impact of Litigation Finance: A New World

Weekly Appellate Report

Play Episode Listen Later Dec 12, 2020 56:52

Podcast Host Howard Miller talks with Burford Capital's Christine Azar about the growth of litigation finance. IN THIS EPISODE: Get MCLE content: www.dailyjournal.com/mcle See our COVID-related content: www.dailyjournal.com/COVID Subscribe to the Daily Journal here: www.dailyjournal.com/dj_subscriptions/new Read our news content (for subscribers only): www.dailyjournal.com/articles

Burford Capital's David Perla on the rise of litigation funding with host Richard Levick

In House Warrior

Play Episode Listen Later Nov 3, 2020 26:54

The Burford View of Litigation Finance: David Perla, Co-COO of Burford Capital, speaks with host Richard Levick about being dual listed, the rise of litigation funding and its significantly increased use by corporations and defense law firms as a tool for growth and expansion.

funding litigation burford capital richard levick

Ep 143. The Bullcase for Investing in Burford Capital with Stephen Gamble

Focused Compounding

Play Episode Listen Later Nov 25, 2019 30:13

Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: https://www.focusedcompounding.com

investing gamble buffett munger burford capital

Companies & Markets Show: Bargain Shares & Burford Capital with Simon Thompson

Investors Chronicle

Play Episode Listen Later Aug 15, 2019 43:47

On this week's Companies & Markets Show John Hughman is joined by Simon Thompson to discuss the performance of Simon's Bargain Shares 2019 portfolio and what next for Burford and more. See acast.com/privacy for privacy and opt-out information.

companies markets bargain burford simon thompson burford capital

Understanding Litigation Finance

Play Episode Listen Later Aug 14, 2019 17:32

I spoke with Emily Hostage, a vice president at Burford Capital, a publicly-traded litigation finance company. We discussed how litigation finance differs from other forms of capital, the advantages, the difference between how a law firm and a corporate legal department uses litigation finance, ways to evaluate litigation risk, and where the litigation finance market is headed.

Understanding Litigation Finance

Play Episode Listen Later Aug 14, 2019 17:32

I spoke with Emily Hostage, a vice president at Burford Capital, a publicly-traded litigation finance company. We discussed how litigation finance differs from other forms of capital, the advantages, the difference between how a law firm and a corporate legal department uses litigation finance, ways to evaluate litigation risk, and where the litigation finance market is headed.

Understanding Litigation Finance

Play Episode Listen Later Aug 14, 2019 17:32

I spoke with Emily Hostage, a vice president at Burford Capital, a publicly-traded litigation finance company. We discussed how litigation finance differs from other forms of capital, the advantages, the difference between how a law firm and a corporate legal department uses litigation finance, ways to evaluate litigation risk, and where the litigation finance market is headed.

Understanding Litigation Finance

Play Episode Listen Later Aug 14, 2019 17:32

I spoke with Emily Hostage, a vice president at Burford Capital, a publicly-traded litigation finance company. We discussed how litigation finance differs from other forms of capital, the advantages, the difference between how a law firm and a corporate legal department uses litigation finance, ways to evaluate litigation risk, and where the litigation finance market is headed.

europe deep dive muddy waters reorg burford capital

Reorg Europe: Survitec & Burford Capital Deep Dive (Aug. 8, 2019)

Reorg Ruminations

Play Episode Listen Later Aug 8, 2019 6:13

The Reorg Europe team of analysts and reporters discuss Survitec's liquidity crisis and Burford Capital's devaluation following the release of a short note by Muddy Waters. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial

Companies & Markets Show: Slinging mud

Investors Chronicle

Play Episode Listen Later Aug 8, 2019 45:07

On this week's IC Companies and Markets Show editor John Hughman talks to Phil Oakley and Michael Taylor about the bear attack on Burford Capital, gold's big bounce, and why a punt on Boohoo might buck the retail trend See acast.com/privacy for privacy and opt-out information.

companies markets michael taylor boohoo slinging burford capital phil oakley

Quantium Cast Episode 5: Glencore, UDG Healthcare, Ultra Electronics and Burford Capital

Quantium Research

Play Episode Listen Later Aug 7, 2019 16:24

Ryan Kia of Quantium Research summarises updates from: Glencore (GLEN), UDG Healthcare (UDG) , Ultra Electronics (ULE) and Burford Capital (BUR).Disclaimer : Neither Ryan Kia nor anyone associated with "Quantium Research" holds any position whether long or short in any of the companies mentioned. As always, we aim to keep the most unbiased and informative tone as possible for the sake of our users on quantiumresearch.co.uk and our listeners on various streaming platforms.

healthcare glencore burford capital ultra electronics

82. Consultorio Bursátil - Julio 2019

Play Episode Listen Later Jul 28, 2019 59:44

Consultorio bursátil de julio de 2019 en el que Adrián Godás y Paco Lodeiro respondemos a las preguntas de los oyentes. En esta ocasión, tratamos temas como el capital necesario para vivir de la inversión en bolsa, cómo conocer los principales accionistas de una empresa cotizada, ETFs Smart Beta, DeGiro en la declaración de la renta, el market timing, la estimación de flujos de caja futuros, libros de contabilidad y valoración de empresas para novatos, la escasez de empresas cotizadas en España, preguntar a las compañías y Simply Wall Street. También hablamos de empresas y sectores como KLX Energy, Block Energy, UPM-Kymmen, KKR, Salesforce, uranio, litio, Burford Capital y RockRose Energy.

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82. Consultorio Bursátil - Julio 2019

Play Episode Listen Later Jul 28, 2019 59:44

Consultorio bursátil de julio de 2019 en el que Adrián Godás y Paco Lodeiro respondemos a las preguntas de los oyentes. En esta ocasión, tratamos temas como el capital necesario para vivir de la inversión en bolsa, cómo conocer los principales accionistas de una empresa cotizada, ETFs Smart Beta, DeGiro en la declaración de la renta, el market timing, la estimación de flujos de caja futuros, libros de contabilidad y valoración de empresas para novatos, la escasez de empresas cotizadas en España, preguntar a las compañías y Simply Wall Street. También hablamos de empresas y sectores como KLX Energy, Block Energy, UPM-Kymmen, KKR, Salesforce, uranio, litio, Burford Capital y RockRose Energy.

god espa tambi salesforce adri kkr consultorio burs degiro burford capital paco lodeiro

78. Consultorio Bursátil - Junio 2019

god tambi alphabet adri consultorio burs burford capital energy fuels paco lodeiro

Play Episode Listen Later Jun 30, 2019 58:52

Consultorio bursátil de junio de 2019 en el que Adrián Godás y Paco Lodeiro respondemos a las preguntas de los oyentes. En esta ocasión, tratamos temas como la gestión de inversiones de riesgo en nuestras carteras, los incentivos para las subidas cotización en las empresas, nuestra charla en Value School, las inversiones sostenibles, libros de introducción a las finanzas y la inversión, seguimiento de acciones, registro y compraventa de acciones o vivir de las rentas. También hablamos de empresas y sectores como el acero, el paladio, Honma Golf, Alphabet, Burford Capital, Energy Fuels, el 232 y Orezone Gold.

78. Consultorio Bursátil - Junio 2019

god tambi alphabet adri consultorio burs burford capital energy fuels paco lodeiro

Play Episode Listen Later Jun 30, 2019 58:52

Consultorio bursátil de junio de 2019 en el que Adrián Godás y Paco Lodeiro respondemos a las preguntas de los oyentes. En esta ocasión, tratamos temas como la gestión de inversiones de riesgo en nuestras carteras, los incentivos para las subidas cotización en las empresas, nuestra charla en Value School, las inversiones sostenibles, libros de introducción a las finanzas y la inversión, seguimiento de acciones, registro y compraventa de acciones o vivir de las rentas. También hablamos de empresas y sectores como el acero, el paladio, Honma Golf, Alphabet, Burford Capital, Energy Fuels, el 232 y Orezone Gold.

75. Short Selling y Apalancamiento con Iban Reus

hablaremos adri paco iban reus short selling apalancamiento burford capital

Play Episode Listen Later Jun 9, 2019 86:18

En este episodio de Value Investing FM, Adrián y Paco hablaremos de short selling (invertir a corto) y apalancamiento. Para ello, tenemos el placer de contar con la ayuda de Iban Reus (@LowRiskValue), inversor privado que ya es la segunda vez que nos visita al podcast. Hablaremos de: - La evolución de la cartera de Iban desde su última visita al podcast - Las acciones que tiene actualmente en su cartera: Burford Capital, Facebook, RockRose Energy y The Gym Group - Las mejores alternativas para ponerse corto en una acción - Las ventajas e inconvenientes del short selling - Las diferentes formas de apalancarse - Los mejores momentos para hacerlo

75. Short Selling y Apalancamiento con Iban Reus

hablaremos adri paco iban reus short selling apalancamiento burford capital

Play Episode Listen Later Jun 9, 2019 86:18

En este episodio de Value Investing FM, Adrián y Paco hablaremos de short selling (invertir a corto) y apalancamiento. Para ello, tenemos el placer de contar con la ayuda de Iban Reus (@LowRiskValue), inversor privado que ya es la segunda vez que nos visita al podcast. Hablaremos de: - La evolución de la cartera de Iban desde su última visita al podcast - Las acciones que tiene actualmente en su cartera: Burford Capital, Facebook, RockRose Energy y The Gym Group - Las mejores alternativas para ponerse corto en una acción - Las ventajas e inconvenientes del short selling - Las diferentes formas de apalancarse - Los mejores momentos para hacerlo

73. Consultorio Bursátil - Mayo 2019

Play Episode Listen Later May 26, 2019 73:02

Consultorio bursátil de mayo de 2019 en el que Adrián Godás y Paco Lodeiro respondemos a las preguntas de los oyentes. En esta ocasión, tratamos temas como la importancia de la macro al invertir en bolsa, la posibilidad de comprar Fannie Mae y Freddie Mac con DeGiro, el margen de seguridad en el value investing, encontrar ideas de inversión en small caps, cómo saber los analistas que siguen una compañía, las burbujas en la actualidad, invertir en empresas de robótica, GuruFocus, qué mercado tiene mayor riesgo, en qué empresa tecnológica invertir, ser estafado en China, el CFA o brókers para invertir con dinero virtual. También hablamos de empresas y sectores como Henkel, Pelazo, BatteryOne Royalty Corp, Planet Fitness, Gran Tierra Energy, Anadarko, JD, Ryanair, el cannabis, Fairfax Financial Holdings, Alphabet, Burford Capital, el oro, Orezone o Bayer.

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73. Consultorio Bursátil - Mayo 2019

Play Episode Listen Later May 26, 2019 73:02

Consultorio bursátil de mayo de 2019 en el que Adrián Godás y Paco Lodeiro respondemos a las preguntas de los oyentes. En esta ocasión, tratamos temas como la importancia de la macro al invertir en bolsa, la posibilidad de comprar Fannie Mae y Freddie Mac con DeGiro, el margen de seguridad en el value investing, encontrar ideas de inversión en small caps, cómo saber los analistas que siguen una compañía, las burbujas en la actualidad, invertir en empresas de robótica, GuruFocus, qué mercado tiene mayor riesgo, en qué empresa tecnológica invertir, ser estafado en China, el CFA o brókers para invertir con dinero virtual. También hablamos de empresas y sectores como Henkel, Pelazo, BatteryOne Royalty Corp, Planet Fitness, Gran Tierra Energy, Anadarko, JD, Ryanair, el cannabis, Fairfax Financial Holdings, Alphabet, Burford Capital, el oro, Orezone o Bayer.

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71. Entrevista a Javier Acción sobre Burford Capital y mucho más

Play Episode Listen Later May 12, 2019 153:00

En este nuevo episodio de Value Investing FM, Adrián y Paco tenemos el placer de entrevistar a Javier Acción, asesores del fondo de inversión Gestión Boutique II Acción Global. Nos hablarán de: - Sus inicios en la inversión en bolsa y en el sector financiero - El estilo de inversión de Gestión Boutique II Acción Global, incluyendo el uso de opciones financieras en la operativa - Las principales posiciones de Gestión Boutique II Acción Global en la actualidad, como Burford Capital, NBI Bearings, Global Dominion Access, Spin Master o Honma Golf. - Consejos para principiantes en bolsa y para aquellos que quieran montar una EAFI o un fondo de inversión

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71. Entrevista a Javier Acción sobre Burford Capital y mucho más

Play Episode Listen Later May 12, 2019 153:00

En este nuevo episodio de Value Investing FM, Adrián y Paco tenemos el placer de entrevistar a Javier Acción, asesores del fondo de inversión Gestión Boutique II Acción Global. Nos hablarán de: - Sus inicios en la inversión en bolsa y en el sector financiero - El estilo de inversión de Gestión Boutique II Acción Global, incluyendo el uso de opciones financieras en la operativa - Las principales posiciones de Gestión Boutique II Acción Global en la actualidad, como Burford Capital, NBI Bearings, Global Dominion Access, Spin Master o Honma Golf. - Consejos para principiantes en bolsa y para aquellos que quieran montar una EAFI o un fondo de inversión

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69. Consultorio Bursátil - Abril 2019

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Play Episode Listen Later Apr 28, 2019 47:36

Consultorio bursátil de abril de 2019 en el que Adrián Godás y Paco Lodeiro respondemos a las preguntas de los oyentes. En esta ocasión, tratamos temas como invertir en oro físico, herramientas de información financiera y análisis bursátil, hipotecarse o alquilar, dónde comprar Freddie Mac y Fannie Mae, hacer más programas, diferencias entre Interactive Brokers y DeGiro, qué hacer si una empresa que estás analizando se dispara, el horizonte temporal de las inversiones, la información fiscal en DeGiro, la cotización de Burford Capital, invertir en cannabis y Golden Forex Auto Trading. También hablamos de empresas como Dell, Burford Capital, Proactis Holdings, CVR Partnets, Osisko Royalties y Golar LNG.

69. Consultorio Bursátil - Abril 2019

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Play Episode Listen Later Apr 28, 2019 47:36

Consultorio bursátil de abril de 2019 en el que Adrián Godás y Paco Lodeiro respondemos a las preguntas de los oyentes. En esta ocasión, tratamos temas como invertir en oro físico, herramientas de información financiera y análisis bursátil, hipotecarse o alquilar, dónde comprar Freddie Mac y Fannie Mae, hacer más programas, diferencias entre Interactive Brokers y DeGiro, qué hacer si una empresa que estás analizando se dispara, el horizonte temporal de las inversiones, la información fiscal en DeGiro, la cotización de Burford Capital, invertir en cannabis y Golden Forex Auto Trading. También hablamos de empresas como Dell, Burford Capital, Proactis Holdings, CVR Partnets, Osisko Royalties y Golar LNG.

#29. Los oyentes preguntan, PDC responde

aprende etf responde oyentes burford capital

Play Episode Listen Later Mar 16, 2019 70:21

Hablamos de los últimos meses de la renta variable, de los libros que hemos estado estudiando, documentales que hemos visto, la carta anual de Burford Capital, y respondemos a las preguntas de los oyentes. Guión completo: http://bit.ly/2YERQR8 pildorasdelconocimiento.com * ETF índice mundial acumulación: iShares Core MSCI World UCITS ETF USD (Acc) (EUR) | IWDA IE00B4L5Y983 Si quieres seguir aprendiendo -y de paso apoyarnos- lo puedes hacer con la siguiente hoja de ruta: 1º) Aprende a invertir en renta variable: https://bit.ly/3lfXDYx 2º) Aprende a invertir en inmuebles: https://bit.ly/2TZVLXz 3º) Aprende a tomar mejores decisiones: https://bit.ly/365QxPK 4º) Mejorar la selección individual de acciones: https://bit.ly/369fcCV 5º) Aprender a escribir documentos técnicos y científicos: https://bit.ly/2TZvMiY 6º) Aprende a programar aplicaciones robóticas: https://bit.ly/2Dy1iMI WEB: www.pildorasdelconocimiento.com

#29. Los oyentes preguntan, PDC responde

etf responde oyentes burford capital

Play Episode Listen Later Mar 16, 2019 70:21

Hablamos de los últimos meses de la renta variable, de los libros que hemos estado estudiando, documentales que hemos visto, la carta anual de Burford Capital, y respondemos a las preguntas de los oyentes. Guión completo: http://bit.ly/2YERQR8 pildorasdelconocimiento.com * ETF índice mundial acumulación: iShares Core MSCI World UCITS ETF USD (Acc) (EUR) | IWDA IE00B4L5Y983

#20. BURFORD Capital

aprende monogr burford capital

Play Episode Listen Later Dec 5, 2018 75:48

Monográfico sobre la compañía Burford Capital como posible opción de inversión. Análisis en profundidad sobre la tesis de inversión en la compañía especializada en financiar litigios. pildorasdelconocimiento.com Guión completo: http://bit.ly/2OKsCfB Si quieres seguir aprendiendo -y de paso apoyarnos- lo puedes hacer con la siguiente hoja de ruta: 1º) Aprende a invertir en renta variable: https://bit.ly/3lfXDYx 2º) Aprende a invertir en inmuebles: https://bit.ly/2TZVLXz 3º) Aprende a tomar mejores decisiones: https://bit.ly/365QxPK 4º) Mejorar la selección individual de acciones: https://bit.ly/369fcCV 5º) Aprender a escribir documentos técnicos y científicos: https://bit.ly/2TZvMiY 6º) Aprende a programar aplicaciones robóticas: https://bit.ly/2Dy1iMI WEB: www.pildorasdelconocimiento.com

#20. BURFORD Capital

aprende monogr burford capital

Play Episode Listen Later Dec 5, 2018 75:48

Monográfico sobre la compañía Burford Capital como posible opción de inversión. Análisis en profundidad sobre la tesis de inversión en la compañía especializada en financiar litigios. pildorasdelconocimiento.com Guión completo: http://bit.ly/2OKsCfB Si quieres seguir aprendiendo -y de paso apoyarnos- lo puedes hacer con la siguiente hoja de ruta: 1º) Aprende a invertir en renta variable: https://bit.ly/3lfXDYx 2º) Aprende a invertir en inmuebles: https://bit.ly/2TZVLXz 3º) Aprende a tomar mejores decisiones: https://bit.ly/365QxPK 4º) Mejorar la selección individual de acciones: https://bit.ly/369fcCV 5º) Aprender a escribir documentos técnicos y científicos: https://bit.ly/2TZvMiY 6º) Aprende a programar aplicaciones robóticas: https://bit.ly/2Dy1iMI WEB: www.pildorasdelconocimiento.com

44. Entrevista a Antonio Hernández Ayuso

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Play Episode Listen Later Nov 11, 2018 112:34

En este nuevo episodio de Value Investing FM, Adrián y Paco tenemos el placer de entrevistar a Antonio Hernández Ayuso, exjugador de póker profesional reconvertido a inversor en bolsa a tiempo completo. Nos hablará de sus inicios en la bolsa y en el value investing, las similitudes entre la inversión en bolsa y el póker, su estilo de inversión, las tesis de las principales posiciones de su cartera (Burford Capital, Constellation Software, Microsoft y Paradox Interactive), las lecciones más importantes que ha aprendido estos últimos años, la importancia del humor para ser mejor inversor.

44. Entrevista a Antonio Hernández Ayuso

microsoft nos entrevista adri paco ayuso paradox interactive antonio hern burford capital

Play Episode Listen Later Nov 11, 2018 112:34

En este nuevo episodio de Value Investing FM, Adrián y Paco tenemos el placer de entrevistar a Antonio Hernández Ayuso, exjugador de póker profesional reconvertido a inversor en bolsa a tiempo completo. Nos hablará de sus inicios en la bolsa y en el value investing, las similitudes entre la inversión en bolsa y el póker, su estilo de inversión, las tesis de las principales posiciones de su cartera (Burford Capital, Constellation Software, Microsoft y Paradox Interactive), las lecciones más importantes que ha aprendido estos últimos años, la importancia del humor para ser mejor inversor.

42. Consultorio Bursátil - Octubre 2018

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Play Episode Listen Later Oct 28, 2018 66:46

Como sucede el último domingo de cada mes, aquí tenéis el consultorio bursátil de octubre de 2018 en el que Adrián Godás y Paco Lodeiro respondemos a las preguntas de los oyentes. En esta ocasión, tratamos temas como el cambio de broker de Adrián, los requisitos para gestionar un fondo de inversión, invertir en corto, el ratio EV/FCF, invertir en holdings, el Avantage Fund de Juan Gómez Bada, vivir de la bolsa, invertir en PIAS o el seguimiento de una cartera y hablaremos de algunas empresas como IPCO, Greenalia, Aryzta, Berkshire Hathaway, Burford Capital, Quabit o Riviera Resources.

42. Consultorio Bursátil - Octubre 2018