Archive - Watchlist Investing

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 •

May 2025

April 2025

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

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 •

Medifast 2024 Update

A quick update on this (possible) melting ice cube.

Apr 16 •

Fire Sale: Investing When Panic Strikes

The case for a watchlist.

Apr 9 •

Meetup Replay 4/4/25

Lot of tariff talk, some interesting discussion about moats and a bunch of companies the group is looking at or interested in. Enjoy!

Apr 4 •

Reminder: Subscriber Meetup Friday April 4 at 11AM ET

Join us to discuss Hingham Savings and much more!

Apr 4

March 2025

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