Archive - Watchlist Investing

Vacation Week Unlocks

Unlocking some paywalled posts this week as I'm on vacation.

Jul 1

June 2026

Watchlist Weekly: The Best of the Week Ending June 27, 2026

Links and Lookbacks

Jun 26

Growth Thoughts, Continued

Simplifying the growth framework with Copart (again).

Jun 24 • Adam Mead

Watchlist Weekly: The Best of the Week Ending June 20, 2026

Links and Lookbacks

Jun 19

The Value Bridge: Zooming In on Copart's Growth

Getting beyond a simple framework

Jun 17 • Adam Mead

Private Investment Coaching - Summer Session

Reopening applications for a limited number of spots starting in July.

Jun 17 • Adam Mead

Watchlist Weekly: The Best of the Week Ending June 13, 2026

Links and Lookbacks

Jun 12

Boston Beer Q1 Update

A very attractive entry point amid current uncertainty.

Jun 10 • Adam Mead

Watchlist Weekly: The Best of the Week Ending June 6, 2026

Links and Lookbacks

Jun 5

Your Margin of Safety Might Not Be What You Think It Is

Lessons from Benjamin Graham and Bruce Greenwald

Jun 3 • Adam Mead

May 2026

Watchlist Weekly: The Best of the Week Ending May 30, 2026

In Case You Missed It: Russell Rebalancing

May 29

Russell Rebalancing 2026

A couple of banks, a C-store/fuel company, and an "are you kidding me" find.

May 27 • Adam Mead

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