Watchlist Investing

Home
Banking Industry
Berkshire Hathaway
Beer Industry
Electric Utility Industry
Logistics Industry
Waste Management Industry
Investment Research / Process
BRK
SAM
BUD
CACC
CPRT
DJCO
FAST
GENC
HD
HEIO
HIFS
JKHY
KO
LOW
ODFL
RSG
SAIA
SHW
TFIN
WCN
WM
Archive
Leaderboard
About

BRK

110: Charlie Munger's Outstanding Investor Digest Talks
1995, 1997 & 1998
3
109: Reflecting On Charlie Munger
Charlie probably saved my life; and other thoughts on my hero
13
108: Berkshire's Not-So-Concentrated Equity Portfolio & Valuation Update
A business is a stock is a business.
1
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
96: Charlie Munger's Pari-Mutuel System...In Reverse
What happens when the odds increase due to a decline in the stock price?
8
94: Berkshire Hathaway Valuation Masterclass
A focused approach to investing is easier and more enjoyable (and better).
88: Buffett: How To Think About Investment Alternatives
"And there’s, you know, this business where somebody says, 'You should have 50 percent of your money in bonds and 35 percent, you know, in equities, and…
 • 
Adam Mead
1
86: Should Berkshire Pay Warren Buffett's Successor Nothing?
Thought's on Greg Abel's compensation when he takes over for Buffett
 • 
Adam Mead
1
84: Buffett On Compensation Plans (2004)
"I'd rather throw a viper down my shirtfront than hire a compensation consultant."
 • 
Adam Mead
80: Here Is How Much Warren Buffett Thinks Berkshire Hathaway Energy Is Worth
BHE's repurchase of Greg Abel's shares sheds light on its valuation.
 • 
Adam Mead
© 2024 Adam J. Mead
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture