Buyback Capital
Quality inflections. Growth without reinvestment. Pricing power and organic volume growth. Capital returns. Context, history, politics.
“A proper dose of witty storytelling and investing philosophy.”
Devin LaSarre, Invariant
“Fantastic insights and well written articles. A must for any Buffett loving high quality investor. ”
Return on Cap, Compounding Chronicles
“Excellent, considered analysis of a range of value investment opportunities.”
David Martin, So you want to Be a Day Trader?
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