This chapter explores the competitive advantages of the company being analyzed, including scale, brand, expertise, and data. It also discusses the characteristics and risks of the legal finance industry, highlighting the potential returns from settlements and the risks associated with litigation.
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
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