TC 1: Curated 1996 BRK AGM; Introducing "The Classroom"
Introducing a new section of Watchlist Investing
Last week I embarked on a plan to increase the frequency of this newsletter from once every Friday to 2 or 3 times per week. Most of you loved the idea while a few expressed a desire for less frequent communication. Good news, friends! We can have our cake and eat it too!
Introducing The Classroom
Substack allows for separate newsletter sections. To accommodate more frequent content I’m introducing “The Classroom”. The Classroom will be a separate newsletter (still under the Watchlist Investing header) with all sorts of goodies. I envision curating material from the Berkshire Hathaway annual meetings, my book, and other interesting investing material together with some commentary of my own. I don’t have any frequency in mind but perhaps one or two times per week, which will be on top of the weekly Friday edition.
Right now you’re on both the regular Friday Watchlist Investing newsletter and The Classroom distribution lists. If you want to stay on both you don’t have to do anything. If you’d prefer to receive one or the other simply log in and make the change to stop receiving email notifications. Substack makes it easy.
Thanks for being on this journey with me! -Adam
The Best of the 1996 Berkshire Hathaway Annual Meeting
It seemed only fitting to start this inaugural newsletter section with perhaps the best investing classroom around—the Berkshire Hathaway annual meetings. Lucky for us, these meetings were recorded beginning in 1994.
I’ve been working to curate the very best of the Berkshire Hathaway annual meetings over on my YouTube Channel. I took a page from Buffett and started at the beginning, working my way forward. So far I’ve completed a playlist of the 1994 meeting, 1995 meeting, and now the 1996 meeting.
No matter how many times I hear these videos or read transcripts of them I learn something. What are your favorite clips from these early BRK meetings?
Stay rational! —Adam