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116: Watchlist News
Links to some articles and news related to Watchlist companies, plus a sprinkling of commentary
Subscriber Meetup: Friday April 5 @ 11AM EST
Join me to discuss the latest issue and more!
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Adam Mead
Deep Dive: Hingham Institution For Savings ($HIFS)
Perhaps a once-in-a-generation entry point.
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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
13
Back to Basics #1: Return on Capital. Or, Why We Invest
11
89: How To Learn Accounting
 • Adam Mead
114: Building An Investment Checklist #1

Berkshire Hathaway

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101: Updated Berkshire Hathaway Valuation
Returning from my hiatus...
99: Bottling The BRK Culture; Meeting Greg Abel; Gratitude; and Other BRK AGM Thoughts; Newsletter Discount
Fresh off my 10th and arguably best/most fun BRK meeting
1
98: Omaha Ahoy!; New BRK Deep Dive; Free (old) BRK Deep Dive; Limited Time 10% off Watchlist Investing
Heading to Omaha for my 10th Year.
1

Investment Research / Process

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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
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Adam Mead
1
64: Buffett On Finding Your Circle of Competence; Berkshire's Unique Sales Policy
Finding Your Circle Of Competence Buffett explains how to determine your circle of competence. On a broad level, “if you’re not sure you understand it…
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Adam Mead

Logistics Industry

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Beer Industry

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Banking Industry

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Beverage Industry

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Electric Utility Industry

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Waste Management Industry

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Watchlist Investing
Exploring timeless investing concepts in the search for great businesses.
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