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Buyback Capital

Buyback Capital

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[Updates #31] Dalrymple Bay Infrastructure
Favourable refinancing, Aurizon proposed pricing changes
 • Forbes Jamieson
Buyback Capital Annual Letter 2025
Another year writing the blog, and having fun in markets
 • Forbes Jamieson
End of Year Chat w Peter Mantas
Recapping the year that has been.
 • Forbes Jamieson and Back of the Napkin Bios
1:21:26
Residential Property Portals have had a Tough 2025
Agent Consolidation, Competition Heats Up, Prelistings, AI etc etc
 • Forbes Jamieson
[Research] PEXA Group Limited
A monopoly on 'hoom' transactions down under
 • Forbes Jamieson
Updates #30 - Making some corrections to my Altus view.
A new road map
 • Forbes Jamieson
[Research] Farmer Mac
Federal Agricultural Mortgage Corp
 • Forbes Jamieson
Buyback Capital
Buyback Capital
Analysis of unusually good assets. Financial, physical, and digital. Infrastructure and toll booths. Edge cases always.
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