Archive - Buyback Capital

Buyback Quarterly #1

Jun 30 •

Forbes Jamieson

[Research]: Fannie and Freddie's Hidden Monopoly

The Common Securitization Solution & The Future of Private-label MBS

Jun 29 •

Forbes Jamieson

Equifax investor day, threats, opportunities, business composition, subscriptions revenues

Jun 24 •

Forbes Jamieson

Amazon's 3P marketplace pricing story takes a different turn

Jun 20 •

Forbes Jamieson

[Research] Reimagined Infrastructure

New Zealand's Channel Infrastructure Limited

Jun 15 •

Forbes Jamieson

Hemnet's recent spat of issues - Pricing & Booli

Jun 8 •

Forbes Jamieson

SHVA's results take a disappointing turn. Notes on pricing and legal positioning .

Jun 5 •

Forbes Jamieson

[Research] Corporate Chaos - Canada Edition

The Dye & Durham story takes a new series of dramatic turns

Jun 1 •

Forbes Jamieson

May 2025

The next chapter in the FICO saga

May 27 •

Forbes Jamieson

Back up to speed on the Tel Aviv Stock Exchange

May 19 •

Forbes Jamieson

[Research] Software, Analytics, and Services in Commercial Real Estate

Argus within Altus

May 13 •

Forbes Jamieson

How I'm Currently Seeing Things/Positioning

May 7 •

Forbes Jamieson

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