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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

March 2024

Deep Dive: Hingham Institution For Savings ($HIFS)
Perhaps a once-in-a-generation entry point.
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Adam Mead

February 2024

115: Mainfreight, Ltd.
A New Zealand-based logistics company with worldwide ambitions.
Watchlist Investing Meetup Friday 2/9 at 11am Eastern
View this email in your browser Subscriber Meetup Friday February 9th at 11AM Eastern Join me and fellow Watchlist subscribers for a private Google…
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Adam Mead

January 2024

114: Building An Investment Checklist #1
The Zeroth item on your checklist is a pre-question

December 2023

113: Boston Beer: The Tale of Mr. Market In Two Charts
Wall Street demonstrated its irrational exuberance in shares of SAM.
3
112: More Thoughts On Banks' HTM Portfolio; Boston Fed Paper
You’re reading the free version of Watchlist Investing on Substack. If you’re not already subscribed, click here to join 2,800 others. Want more…
111: Thoughts On The Explosion Of Content, AI, and Focus. Plus ChatGPT on Buffett's Secret
There's more content than we can ever hope to consume.
Looking for a Last Minute Gift Idea?
What's better than a stuffed stocking? A watchlist stuffed with great investment ideas.
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Adam Mead
110: Charlie Munger's Outstanding Investor Digest Talks
1995, 1997 & 1998
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Subscriber Meetup Replay
In case you missed it.
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