About this episode
Chris DeMuth Jr. shares what's special about Arbutus (2:00). Burford Capital - other than litigation, it's a great business (8:15). Why regulators shouldn't block Capital One/Discover deal (14:25). Cadiz , Chris' current top pick (21:30). This is an excerpt of a recent webinar. Show Notes: Sifting The World Capital One, Discover Financial upgraded to Buy Arbutus expects to significantly reduce its net cash burn in 2025 Burford Capital virtual analyst report Read our transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions