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Artem Fokin discusses Burford winning the YPF case + fundamental thesis post-trial $BUR

Yet Another Value Podcast

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Management's approach to funds and buybacks, and a suggestion for a revolver

Exploring the tension between funding cases and preserving cash, the chapter suggests taking out a revolver with a bank to fund buybacks while also discussing the speaker's personal inability to afford litigation expenses. The chapter concludes with an ad from sponsor Stream.

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