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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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Valuing the Core Business and Comparisons to Black Stone

The speakers discuss the valuation of the core business on a per share basis, emphasizing the importance of trading at a multiple of book value. They draw comparisons to Black Stone to highlight Burford's potential growth and scale advantage over competitors.

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