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Buyback Capital
47.4K posts
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Buyback Capital
@Larryjamieson_
Analysis of unusually good assets. Friday Sharpeners on YouTube: youtube.com/channel/UC9t-f…
buybackcapital.substack.com
Joined April 2017
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  • Pinned
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    Buyback Capital
    @Larryjamieson_
    Sep 2, 2025
    GM friends of the blog, As you may know, I write regular research over on the "other website". I am focussed on the analysis of unusually good assets. Over the years I've covered some spectacular (and not) situations. I have taken some steps to make the site easier to navigate:
    86K
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    Buyback Capital
    @Larryjamieson_
    Aug 23, 2022
    IT and Sales
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    Buyback Capital
    @Larryjamieson_
    Mar 10, 2025
    4.3M
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    Buyback Capital
    @Larryjamieson_
    Nov 9, 2025
    You were born in 1955
    528K
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    Buyback Capital
    @Larryjamieson_
    Sep 12, 2025
    Replying to @cuntycakes123
    “Army acknowledges the validity of the discord vote” - surreal
    736K
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    Buyback Capital
    @Larryjamieson_
    Oct 10, 2025
    "Hold on, hold on, hold on. You're selling GPUs to xAI via a SPV. That SPV is partially funding that purchase with equity from you?" "We call that synthetic vendor financing." "That is fucking crazy." "No, it's not. It's awesome."
    664K
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    Buyback Capital
    @Larryjamieson_
    Mar 21, 2025
    “This is the Brownfield Fund. I’m wanting to offload my credit default swaps.” “Alright, whatcha got?” “20 double-A tranches of BBS CDOs” “These are pretty bad?” “Complete shit. Burritos underlying these didn’t even have extra guac.”
    467K
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    Buyback Capital
    @Larryjamieson_
    Mar 10, 2023
    “The name of the stock, John, is Silicon Valley Bank. It lends money to semi-homeless software engineers who repay their loans with money they finesse from VCs”
    892K
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    Buyback Capital
    @Larryjamieson_
    Aug 2, 2025
    These people all now attend planning inquiries to complain that a two storey townhouse will ruin the ambience of the neighbourhood
    This post is unavailable.
    163K
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    Buyback Capital
    @Larryjamieson_
    Apr 6, 2025
    “It’s simple. We, uh, kill the stock market.”
    225K
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    Buyback Capital
    @Larryjamieson_
    Sep 14, 2025
    Replying to @zephyr_z9
    this is the kind of posting I'm on twitter for
    169K
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    Buyback Capital
    @Larryjamieson_
    Feb 27, 2024
    I’m assembling a team
    718K
  • user avatar
    Buyback Capital
    @Larryjamieson_
    Jul 9, 2025
    Replying to @Gravantus
    Which “first world” country?
    158K
  • user avatar
    Buyback Capital
    @Larryjamieson_
    Aug 14, 2024
    Where do you even start?
    732K