
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
https://watchlistinvesting.substack.com 10-05-2018 01:06:40
2,2K Tweet
7,7K Followers
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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…



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



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



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



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



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/
