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Here's Silver Beech Capital's Thesis for Burford Capital (BUR) [Yahoo! Finance]

Burford Capital Limited Ordinary Shares  (BUR) 
US:NASDAQ Investor Relations: burcon.ca/investors/corporate_factsheet.php
PDF A copy of the letter can be downloaded here . The fund returned 11.6% through the second quarter year-to-date 2024 compared to a 15.3% return for the S&P 500 and 1.7% fo [Read more]