@siyul @stoked_on_waves The connections - logical to you or not - are 1) that BUR inflated past profits and its balance sheet by aggressively marking Petersen, 2) management exited significant shares before the concentration of profits and asset values in one case was known, 3) when aggressively predicted profits fail to materialize, the profit machine works in reverse - the company has effectively lost outsize money and has a significant balance sheet impairment, causing significant losses to investors holding the stock on the day that becomes apparent. $SOFI books aggressive future profits on dates of loan origination because management gets paid to do so. The same was true of $BUR w cases. FV accounting is a great theory, but often a real world license to screw shareholders.
Last 12mo stats
3
mentions
1
voices
$BUR
Burford Capital
$BUR
Burford CapitalPast 12mo:3mentions1voices
All voices3 mentions since Mar 2026calls only
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Frequently asked
Who mentions $BUR most on Surfaced?
@muddywatersre (MuddyWatersResearch) mentions $BUR most — 3 mentions in the past 12 months.
When was $BUR first mentioned on Surfaced?
The earliest tracked mention of $BUR in the Surfaced archive was on Mar 27, 2026.
How many voices track $BUR?
1 FinTwit voice has mentioned $BUR 3 times in the past 12 months.
What kind of voices mention $BUR most?
$BUR is mentioned most by Short Sellers voices on Surfaced.