My dear friend, Adam Mead, discusses Berkshire, Buffett, Munger, investing, and more on Talking Billions. A snippet is below, and the full episode is, as always, on Spotify, Apple Podcast, YouTube, and Substack. Don't miss it! Adam wrote one of the best books on Berkshire and has

Thanks for having me on the show again, Bogumil!

SpaceX just caught a falling rocket at the same tower it lifted off from minutes earlier! One of the most amazing things I've ever seen!!! THIS is why I'm such a fan of engineer/scientist Musk. How did this happen? One word: education. Musk himself and those around him never stop

Issue 44: Creightons, PLC 2025-H1 Update, by Adam J. Mead open.substack.com/pub/watchlisti…

Buffett: Read The Footnotes, by Adam J. Mead open.substack.com/pub/watchlisti…

Shared some thoughts alongside Adam J. Mead

Here's a fun $BRKB fact: Clayton Homes holds a mortgage portfolio of $27.2 billion (funded by borrowing from BRK at a spread). If it were a stand-alone bank, it would rank as 70th largest in the US.

Issue 48: Berkshire Hathaway Deep Dive, by Adam J. Mead open.substack.com/pub/watchlisti…

Omaha or bust!

Buffett / Munger influence here at the Omaha airport. (Nicely done Fintool.com (AI Equity Research Copilot) )

Today, we witnessed the business equivalent of Washington stepping down. An orderly and rational transition of power at the top of one of the world's most important companies. And it was done in true Berkshire fashion. I felt the energy of Warren Buffett's final brushstroke

PSA to the business press: You need to deduct UST payables to get the correct amount of cash. The correct value this quarter is $328bn NOT $347bn (ex rail/energy) $brka $brkb Becky Quick

True Berkshire fashion: Just do it and get on with business. No need to wait for the next board meeting.

Berkshire Annual Meeting Debrief, by Adam J. Mead open.substack.com/pub/watchlisti… $BRKA $BRKB

Ditto

Friends, could anyone point me to a complete transcript of the BRK meetings? I have them in parts but a single-file of all the meetings from '94 to '24 (or '25) would be super helpful. Thanks!

I wasn't at the Berkshire meeting. Luckily, Bogumil Baranowski, John Candeto, Ted Merz, and Adam J. Mead were - so I invited them on to Excess Returns Podcast to talk ALL ABOUT BUFFETT STEPPING DOWN. youtu.be/xR-iUIsWJwQ?si…

A wonderful reader of my book passed along a previously unseen (at least to me) book by National Indemnity founder, Jack Ringwalt. I posted it on The Oracles Classroom for all $BRKA $BRKB scholars to see. Thank you Amit! *It’s under National Indemnity theoraclesclassroom.com/archives/

My latest Substack post. Link in bio.