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

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