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Buyback Capital

Forbes Jamieson
Hundreds of paid subscribers

Analysis of unusually good assets. Financial, physical, and digital. Infrastructure and toll booths. Edge cases always.

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Substack
PricingOnly paid issuesPublishesTwice weekly
Issues249Founded4 years agoLast Issue6 days ago
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Latest Issues

[Update]: The Autodesk Channel Transition Details

More colour

The last update in this series can be found below:

6 days ago
1
6
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[Update]: “Bi-merge” re-emerges. The implications seem significant.

Pulte’d.

Last week, the FHFA Director Bill Pulte began posting on X again. I looked on with some trepidation. In a flurry of activity he made two announcements:

13 days ago
10
Paid

[Update]: FICO vs VantageScore Round 3

More twists and turns along the road

For the previous update in the series, see below:Buyback Capital is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

22 days ago
7
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[Update]: Dalrymple Bay Infrastructure - Rulings + M&A

Podcast

For a link to the article, please find it here.

a month ago
1
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[Update]: Dalrymple Bay Infrastructure - Rulings + M&A

Reasonably good news

You can find the last update in this series below:

a month ago
6
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  • Forbes Jamieson

    Modern tollbooth investor

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