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Watchlist Weekly
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Growth Thoughts
Deeper thinking on a concept central to value.
5 hrs ago
•
Adam Mead
1
Watchlist Weekly: The Best of the Week Ending May 16, 2026
Introducing the fact of the week.
May 15
9
Copart Valuation Update
Shares are down by half and the stock is interesting again.
May 13
•
Adam Mead
8
1
Watchlist Weekly: The Best of the Week Ending May 9, 2026
In Case You Missed It: Berkshire AGM Debrief + Valuation Update
May 8
7
Reminder: Watchlist Meetup Today
Join us for a Subscriber-Only Meetup today at 1PM Eastern
May 8
1
Berkshire AGM Debrief + Valuation Update
"We move forward with great intent and purpose."
May 6
•
Adam Mead
15
2
Private Investment Coaching
Reopening applications for a limited number of spots.
May 5
•
Adam Mead
11
Omaha or Bust!
Come say hello at some of these great events during the Berkshire weekend.
May 1
13
April 2026
Intrigue at Berkshire: The Pilot Saga
Excerpt from the 2nd edition of The Complete Financial History of Berkshire Hathaway.
Apr 30
17
4
2
It's Publication Day!
The 2nd edition of The Complete Financial History of Berkshire Hathaway is released today!
Apr 28
13
Watchlist Weekly: The Best of the Week Ending April 25, 2026
In Case You Missed It: Pool Corp.
Apr 24
8
Pool Corporation (POOL)
A first look at a distribution business in which Berkshire Hathaway has a 9.2% stake.
Apr 24
•
Adam Mead
11
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