Analysis of unusually good assets. Financial, physical, and digital. Infrastructure and toll booths. Edge cases always.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 235 | Founded | 3 years ago | Last Issue | 4 days ago |
| Active | |||||
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buybackcapital.substack.comLatest Issues
Q2 26' Buyback Quarterly
Up, down, and around and around
I. Forecasting versus Nowcasting
[Update] Very Difficult Waters for Hemnet
More colour at the turn, and it's not great
In the last update, and indeed in prior updates, I flagged that the moment of truth for Hemnet’s increasingly complicated business development narrative was to occur in April. With nearly three m...
[Research] An Introduction to The Warsaw Stock Exchange (GPW.WA)
Late to the party, but better late than never.
Aside from the bottleneck stonks in the semiconductor/date centre supply chain (Semianalysis posted a graph this AM indicating memory now making up over 50% of hyperscaler capex!), physical in...
[Update] The Bureaus and FICO
Colour on the fly
I’ll do a rapid fire update on some existing themes as there’s been some interesting twists and turns but not necessarily enough juice to do a full scale article.
[Update] Altus Group
Strange times call for strange capital allocation policies
You can find the latest piece in this series below:
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Modern tollbooth investor
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