Buyback Capital
Forbes JamiesonAnalysis of unusually good assets. Financial, physical, and digital. Infrastructure and toll booths. Edge cases always.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 222 | Subscribers | Read | buybackcapital.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
[Update] A mixed bag of earnings so far
Illiquid stuff + FICO
[Update] The Other Shoe Drops for FICO, The Bureaus Find Themselves in Icy Water (Again)
Another loop around on the credit scoring pain train
[Research] The Lesser Portals: Auto Trader and the impeding virtual integration and AI doomscape
Used cars (sometimes new)
[Update] Hemnet at the Turn (how bad is it?)
Turning point now, or turning point never
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Authors
The writers behind this newsletter.
Modern tollbooth investor
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