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All Roads Lead to Return on Capital
From a simple savings account to the most speculative startup, return on capital is at the heart of investing.
Jun 11
•
Adam Mead
10
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All Roads Lead to Return on Capital
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1
Issue 49: Berkshire Hathaway Business Update
Analysis of the Annual Meeting, 10Q, and updated valuation spreadsheet
May 22
4
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Issue 49: Berkshire Hathaway Business Update
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Meetup Reminder: Friday 5/9 @ 11am EST
Berkshire Debrief
May 9
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Meetup Reminder: Friday 5/9 @ 11am EST
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34: The Bruce Greenwald Methodology For Valuing Growth Companies
Dec 3, 2021
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Adam Mead
17
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34: The Bruce Greenwald Methodology For Valuing Growth Companies
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15
110: Charlie Munger's Outstanding Investor Digest Talks
Dec 9, 2023
22
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110: Charlie Munger's Outstanding Investor Digest Talks
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7
Issue 48: Berkshire Hathaway Deep Dive
Apr 25
8
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Issue 48: Berkshire Hathaway Deep Dive
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2
109: Reflecting On Charlie Munger
Nov 29, 2023
24
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109: Reflecting On Charlie Munger
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20
Outstanding Investor Digest Back Issues
Dec 19, 2024
9
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Outstanding Investor Digest Back Issues
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3
#47: Hingham Institution For Savings 2024 Full-Year Update
Mar 26
•
Adam Mead
7
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#47: Hingham Institution For Savings 2024 Full-Year Update
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2
Berkshire Hathaway
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Issue 49: Berkshire Hathaway Business Update
Analysis of the Annual Meeting, 10Q, and updated valuation spreadsheet
May 22
4
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Issue 49: Berkshire Hathaway Business Update
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Berkshire Annual Meeting Debrief
The question I can never quite seem to answer about Berkshire
May 5
•
Adam Mead
16
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Berkshire Annual Meeting Debrief
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2
Issue 48: Berkshire Hathaway Deep Dive
Note: At 10,000 words / 40 pages and with so many tables/charts, the Berkshire issue doesn’t do well in Substack and needs to be in PDF format.
Apr 25
8
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Issue 48: Berkshire Hathaway Deep Dive
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2
Investment Research / Process
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All Roads Lead to Return on Capital
From a simple savings account to the most speculative startup, return on capital is at the heart of investing.
Jun 11
•
Adam Mead
10
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All Roads Lead to Return on Capital
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1
Buffett: Read The Footnotes
You have to do the work, which means a lot of reading. An example from Kraft's "dumb" pizza deal.
Apr 21
•
Adam Mead
15
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Buffett: Read The Footnotes
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122: Lemonade Stand Analysis or How to Analyze a Stock
Remove complexity to lay a solid foundation for understanding
Sep 25, 2024
6
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122: Lemonade Stand Analysis or How to Analyze a Stock
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2
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