Sitemap - 2024 - Buyback Capital
Hemnet: 93% of the Way to Perfection (held)
Dealing with Geopolitical Uncertainty
Interactive Brokers (IBKR): The Anti-Buyback Stock
Amazon's Quality Inflection Intensifies
The Sources of Underperformance
A GSE, Portfolio & Position Commentary
Is There Actually a Quality Bubble?
Automatic Bank Services Limited (SHVA) - Held
Thoughts, Readings, & Movements (portfolio & otherwise)
MSCI: A Tale of Activism & Quality Inflection
Tel Aviv Stock Exchange: Thesis Developing
Coke: The Transformation to Quality
FICO: Expectations Meet Reality
Observations going into Reporting Season
Turning over Rocks: Baltic Classifieds Group