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

Buyback Capital Annual Letter

The Economics & Strategy of a Premium Newsletter

Risks at Tel Aviv Stock Exchange (TASE)

See's Candies

A few lessons on recent sales

Moody's

First look at the Rightmove "Moat Attack"

Amazon [insert term here] and Pillaging

Google's Tangled Web

Hemnet Note

Always Looking Forward: Investing Philosophy Part 2.

FICO Note

Issue No. 30: "Uncommon Sense" at Verisk & Common Nonsense at Aspen Tech, Unusual Pricing Power at Dye and Durham

Issue no. 29: Amazon and the FTC

Newsletter Update

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. 24: Hemnet

FICO - Boring and Excellent

Issue No. 23: Doubling Down, A First Glance at Hemnet

Issue No. 22: Munger's Psychology of Human Misjudgement, A Bridge in Detroit (Lessons in Capex Discipline),

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. 19: Channel Managers, The Fate of the New York Times, and Capital Allocation by Ham Sandwich ($BTI)

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

Not All Growth is the Same

Issue No. 15: A FICO 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?

Friday Filings: $CACC Pt. 2

The Issue No. 5: $CACC Pt. 1

The Weekly Investing Digest (for the week of 5/3/2023) - $CRM and The Base Rate Book

Friday Filings

The Weekly Investing Digest (for the week of 27/2/2023)

Friday Filings

The Issue No. 4: $VRSN

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

Weekly Investing Digest

Weekly Investing Digest

Issue No.1: Peter Thiel’s Success Cases in Zero to One & Buffett’s ‘Gross Profit Royalties’

Coming soon