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Investment Research / Process

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
55: Why Equity Investors Should Know The Five C's Of Credit?
Rule #1: Don't lose money; Rule #2: Don't forget rule #1
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Adam Mead
49: Optimal Is Relative; Running Your Own Race; Selling It All
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Adam Mead
43: Buffett on EBITDA; The "Stand Still" Analysis; Junto Investments
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Adam Mead
42: Happy Birthday, Charlie!; Buffett's Bonfire Cake; Buffett on Silver; Four Sources of Investment Mistakes
“Think about the discipline it takes to think about something for three or four decades waiting for a chance to employ 2% of your assets.”
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Adam Mead
41: Newspapers and Oil Wells As Economic Equals
Charlie Munger's lesson valuing cash flow
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Adam Mead
38: Buffett on ROE; The Jack Welch Paradox; Neil deGrasse Tyson Explains A Day; JWST Delayed Again
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Adam Mead
36: Munger's Ancestors; A Bankers' Duty; Portfolio Management; Thoughts On Cost Basis
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Adam Mead
2
35: Buffett's Subtle Lesson On Moats; James Webb Telescope
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Adam Mead
34: The Bruce Greenwald Methodology For Valuing Growth Companies
Applying the method to Fastenal (FAST)
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Adam Mead
14
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