Sitemap - 2023 - Buyback Capital
Passing on Equifax Pt. 1 - The glory of The Work Number (TWN)
Thoughts on allocating new capital, business performance, and FICO's valuation
Developments at TASE, and Operational Performance
The Economics & Strategy of a Premium Newsletter
Risks at Tel Aviv Stock Exchange (TASE)
First look at the Rightmove "Moat Attack"
Amazon [insert term here] and Pillaging
Always Looking Forward: Investing Philosophy Part 2.
Issue no. 29: Amazon and the FTC
Issue No. 28: The Lottery Corporation ($TLC.AX)
Issue No. 27: Pricing Power - Investing Philosophy Part 1.
Issue No. 26: Two Payment Rails to Rule Them All
Issue No. 25: Amazon Hitting Stride, Declining Franchises and How to Find Them
Issue No. 23: Doubling Down, A First Glance at Hemnet
Issue No. 21: The Carvana Saga Continues, Passing the Buck & Clipping the Ticket (AirBnB & SmartPay)
Issue No. 20: Buffett in the 1980s Pt. 1, Portfolio Review
Issue no. 18: Buffett's Notre Dame Lectures, Semiconductor Capital Equipment, Natural Monopolies
Issue No. 17: Revisiting Travelsky Technologies and the Frustrations of Emerging Markets
When Realities Collide: The Weird World of VR
Issue No. 16: Credit Acceptance Note
Issue No. 14: An Interesting Business in an Odd Situation
Issue No. 13: A Note on Amazon and Fair Isaac Corporation
Issue No. 12: Buffett in the 1970's
Issue No. 11: A War of Words, and of Platforms
Investor Series Episode #1: Tristan Waine
Issue No. 10: The Rate of Change for Change is Accelerating (Google & OpenAI)
Issue no. 9: Postive Catalysts at a Price
In Defence of Age Old Investment Wisdom
Catalysts Worth Paying Attention To
Issue No. 8: The Tale of Redbubble ($RBL.AX)
Madness, Madness and Stupidity
Issue No. 6 - Investing with Inflation in Mind
The Weekly Investing Digest (for the week of 13/3/2023) - What else but $SIVB?
The Weekly Investing Digest (for the week of 5/3/2023) - $CRM and The Base Rate Book
The Weekly Investing Digest (for the week of 27/2/2023)
The Weekly Investing Digest (for the week of 20/2/2023) - Beware of Managements Bearing Change
Opening a Paid Tier: My Contract with the Reader
The Weekly Investing Digest (for the week of 13/2/2023) - $GOOG
Issue No. 3: Making Sense of the Complex Vertically Integrated Monopoly
The Weekly Investing Digest (06/02/2023)
The Investing Digest (29/1/2023)
BUYBACK READS: Issue No. 2: 'Paying Up' for a Great Business
Issue No. 2: 'Paying Up' for a Great Business
Issue No.1: Peter Thiel’s Success Cases in Zero to One & Buffett’s ‘Gross Profit Royalties’