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123: Buffett Thinks Berkshire Hathaway Energy Is Worth 45% Less Today
Berkshire buys 100% of BHE. The implied purchase price is more than 45% below what it paid Greg Abel just two years ago.
4
122: Lemonade Stand Analysis or How to Analyze a Stock
Remove complexity to lay a solid foundation for understanding
2
Meetup Replay
In case you missed it...
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Adam Mead
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34: The Bruce Greenwald Methodology For Valuing Growth Companies
 • Adam Mead
14
110: Charlie Munger's Outstanding Investor Digest Talks
3
109: Reflecting On Charlie Munger
20
Back to Basics #1: Return on Capital. Or, Why We Invest
11
Issue 37.2: LTL Logistics Industry Update
Issue 37.1: BRK Q1 2024 Update
2

Berkshire Hathaway

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123: Buffett Thinks Berkshire Hathaway Energy Is Worth 45% Less Today
Berkshire buys 100% of BHE. The implied purchase price is more than 45% below what it paid Greg Abel just two years ago.
4
Happy Birthday, Warren!
A special weekly issue
1
Issue 40.1: BRK Q2 2024 Update
Digging into Berkshire's Q2 results and an updated valuation (live Google Sheet)

Investment Research / Process

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122: Lemonade Stand Analysis or How to Analyze a Stock
Remove complexity to lay a solid foundation for understanding
2
104: Good Research Takes Time (Bonus: Buffett Video)
A behind the scenes look at my process updating research on a company and some advice from Warren and Charlie
3
74: The Tale Of The Time Traveling Cash Flow
Thoughts On Growth
 • 
Adam Mead
8

Logistics Industry

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Electric Utility Industry

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