Specialty finance – scuttleblurb

[INTC] Intel Corp.

January 12, 2022

Related posts: Nvidia (NVDA): Part 1 of 2 Nvidia (NVDA): Part 2 of 2 Intel’s [...]

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Business updates

scuttleblurb business update (2021)

December 23, 2021

Dear friends and subscribers: While I consider this my most productive year from a research [...]

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[PYPL] Paypal [SQ] Square

Square / PayPal: Part 2

December 17, 2021

If you haven’t already, could you please take this survey? Thank you!https://www.surveymonkey.de/r/MY6XRPR Digital wallets beg [...]

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[EVBG] Everbridge

quick Everbridge (EVBG) update

December 13, 2021

I will post Part 2 of my PayPal/Square series either later this week or early [...]

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[PYPL] Paypal [SQ] Square

Square / PayPal: Part 1

December 1, 2021

If you found yourself in 2009 with the vision of one day dominating payments, where [...]

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[BUR] Burford Capital

[BUR/LN – Burford Capital] Part 2: Investment returns and valuation

Posted on July 24, 2019August 6, 2019 by scuttleblurb

For those of you who are intimately familiar with Burford (there seem to be a lot of you!), bear with me for a few paragraphs as I run through some preliminary concepts for newcomers. Here is how Burford represents the returns it has generated on its portfolio: ROIC is simply the profits realized on […]

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[BUR] Burford Capital

[BUR/LN – Burford Capital] Part 1: Industry context and competitive advantages

Posted on July 17, 2019August 6, 2019 by scuttleblurb

This is a two-parter. Part 1, today’s post, discusses the industry and Burford’s putative moat; Part 2, which will be posted a week from today, digs into Burford’s reported returns (including Cannacord Genuity’s skepticism thereof) and valuation. Law firms are staid institutions, averse to change and culturally ill-suited to bearing risk on high stakes IP […]