Analysis of unusually good assets. Financial, physical, and digital. Infrastructure and toll booths. Edge cases always.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 239 | Founded | 4 years ago | Last Issue | 6 days ago |
| Active | |||||
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buybackcapital.substack.comLatest Issues
[Update]: PEXA's Pricing Woes
Pretty, pretty bad
Back on July 7th, the Independent Pricing and Regulatory Tribunal, otherwise known as IPART, release its draft report for PEXA’s fee schedule going forward for the next five years. The expected changes to pricing were ve...
[Update]: TradeWeb's Rates and (new) Regulations
Back in the nooks and crannies of the US debt markets
How nice it is to be writing about esoteric debt markets again.
[COPY] [Research] Mobility Global (Carfax)
More interesting assets hitting markets.
In 1920, Alfred P. Sloan, then President of General Motors, asked Ralph Lane Polk II to begin collecting and publishing a variety of automotive statistics. On GM’s behalf, Polk, then the third gener...
[Update] FICO versus VantageScore Round 1
The first look at the emerging market for consumer credit scores
In an earlier update this year (and in one of the most popular posts this blog has yet produced), I mentioned the following:
Q2 26' Buyback Quarterly
Up, down, and around and around
I. Forecasting versus Nowcasting
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Modern tollbooth investor
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