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Artem Fokin's take on Burford's YPF summary judgement ruling $BUR

Yet Another Value Podcast

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Analyzing Boud for Njords' Valuation and Accounting Practices

The chapter delves into the valuation and accounting practices of Boud for Njords, focusing on fair value adjustments related to YPF and the methodology used for marking YPF based on arms-length transactions. It also discusses the significance of a recent summary judgment ruling on the company's valuation and implications for investors seeking clarity on valuation changes. The conversation touches on legal obligations, potential monetization strategies, market perceptions, and the benefits of diversification for the company.

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