Arbutus, Burford Capital, And Cadiz With Chris DeMuth Jr.

2025-01-30 15:40:00 ET

Summary

• Chris DeMuth, Jr. shares some of his current top picks.
• Arbutus Biopharma is a promising investment due to its potential litigation value from IP claims against Pfizer and Moderna related to COVID-19 vaccine technology.
• The Capital One and Discover Financial merger should proceed smoothly under new, more business-friendly regulators, offering a lucrative arbitrage opportunity.
• Cadiz, a water company, is poised for growth as California's water infrastructure issues create demand for its extensive underground water resources and pipeline projects.
• Burford Capital, a litigation funding company, has a significant opportunity with its Petersen claims against Argentina, bolstered by the country's new pro-market president.

Listen here or on the go via Apple Podcasts and Spotify

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.

Transcript

Daniel Snyder : And today we have a true giant that is here to talk to us, give his best idea for 2025. Someone you might know if you've been around Seeking Alpha for a while. We've done plenty of webinars with him over the years. And he's had some massive calls. I mean, this guy really knows the stuff when it comes to M&A, arbitrage. He even guided us back during the SPAC craze.

The man, the myth, the legend, Chris DeMuth, Jr., Rangeley Capital, Sifting the World . Chris, it's always a pleasure to have you on. How you doing?

Chris DeMuth, Jr. : Daniel, it's good to be here.

DS: I don't think there's any better place to start than in the biotech world, of all places, which I know a lot of investors hear biotech and a lot of people are risk averse to the sector, but your track record proves for itself. So I'm happy to dive into this one with you today.

You brought forth Arbutus Biopharma Corporation. The ticker is ( ABUS ). Would you mind just giving us like a brief rundown of, what is this company focused on? What's the thesis here? And what are you anticipating?...

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