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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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Valuation, Haircut, and Incentive Fee

The speakers discuss the valuation of a company, the potential value after applying a haircut, and the possible incentive fee Perford may receive. They also mention the complexity of financial reporting and share a story about Warren Buffett's approach to reporting results.

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