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The 10-Minute Test Before You Do Any Deep Work
Efficiently filtering a list of ideas is some of the best work you can do.
Apr 15 • Adam Mead
Why Most Investors Waste Time on Bad Ideas
Too many investors spend time analyzing things that were never worth it.
Apr 8 • Adam Mead
Watchlist Weekly: The Best of the Week Ending April 4, 2026
In Case You Missed It: Heineken Analysis & Valuation
Apr 3
Heineken Analysis & Valuation
Update & Valuation of Heineken's 2025 Results
Apr 1 • Adam Mead

March 2026

Watchlist Weekly: The Best of the Week Ending March 28, 2026
In Case You Missed It: Heartland Express Update
Mar 27
Heartland Express Update
Still trucking...
Mar 25 • Adam Mead
Watchlist Weekly: The Best of the Week Ending March 21, 2026
In Case You Missed It: Boston Beer Update
Mar 20
Boston Beer Update
9% buyback yield, expanding margins, and no debt.
Mar 18 • Adam Mead
Watchlist Weekly: The Best of the Week Ending March 14, 2026
Links and tidbits from the week, plus BRK history.
Mar 13
Private Investment Coaching
Now taking applications for a limited number of spots.
Mar 12 • Adam Mead
Hingham Savings (HIFS) Valuation Update
Prior HIFS Posts
Mar 11 • Adam Mead
Watchlist Weekly: The Best of the Week Ending March 7, 2026
In Case You Missed It: Berkshire Deep Dive Update
Mar 6
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