Adam J. Mead (@brk_student) 's Twitter Profile
Adam J. Mead

@brk_student

Practicing capital allocator: meadcm.com;
Author of book on $BRKA $BRKB $BRK (brkbook.com);
watchlistinvesting.com
Not investment advice

ID: 994383183297896449

linkhttps://watchlistinvesting.substack.com calendar_today10-05-2018 01:06:40

2,2K Tweet

7,7K Followers

460 Following

Bogumil Baranowski (@bogumil_nyc) 's Twitter Profile Photo

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

Adam J. Mead (@brk_student) 's Twitter Profile Photo

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

Adam J. Mead (@brk_student) 's Twitter Profile Photo

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.

Adam J. Mead (@brk_student) 's Twitter Profile Photo

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

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
Adam J. Mead (@brk_student) 's Twitter Profile Photo

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

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 <a href="/BeckyQuick/">Becky Quick</a>
Adam J. Mead (@brk_student) 's Twitter Profile Photo

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!

Adam J. Mead (@brk_student) 's Twitter Profile Photo

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/