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Watchlist Weekly
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Watchlist Weekly: The Best of the Week Ending August 15, 2026
Links and Lookbacks
Aug 14
Berkshire Hathaway Q2 Valuation Update
Greg Abel continues to make his mark.
Aug 12 • Adam Mead
Watchlist Weekly: The Best of the Week Ending August 8, 2026
Links and Lookbacks
Aug 7
Microcap OTC Bank Lists on NASDAQ at Attractive Valuation
15.0% Avg. ROE; ~30% efficiency ratio; superb credit quality
Aug 5 • Adam Mead

July 2026

Watchlist Weekly: The Best of the Week Ending August 1, 2026
Links and Lookbacks
Jul 31
Potter & Moore PLC Update
A new name and new strategic initiatives seek to revitalize the company amid some concerning developments. Mid-single digit P/E and 40% discount to BV.
Jul 29 • Adam Mead
Watchlist Weekly: The Best of the Week Ending July 25, 2026
Links and Lookbacks
Jul 24
Hingham Savings Q2 Update
A few bumps in the road amid meaningful progress; a busy quarter in the investment portfolio; valuation remains attractive.
Jul 22 • Adam Mead
Watchlist Weekly: The Best of the Week Ending July 18, 2026
Links and Lookbacks
Jul 17
Bank of South Carolina
Taking another look at a well-run small bank in the South.
Jul 16 • Adam Mead
Watchlist Weekly: The Best of the Week Ending July 11, 2026
Links and Lookbacks
Jul 10
Major Updates at Copart
Adair is back as CEO for the next decade with a new growth plan.
Jul 8 • Adam Mead
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