Watchlist Investing
Subscribe
Sign in
Home
Subscribers Page
Legacy Watchlist Back Issues …
Investment Research / Process
Banking Industry
Berkshire Hathaway
Beer Industry
Electric Utility Industry
Logistics Industry
Waste Management Industry
BRK
SAM
BUD
CACC
CPRT
CRL
DJCO
FAST
GENC
HD
HEIO
HIFS
HTLD
JKHY
KO
LOW
ODFL
RSG
SAIA
SHW
TFIN
WCN
WM
Watchlist Weekly
Archive
Leaderboard
About
Latest
Top
Discussions
Watchlist Weekly: The Best of the Week Ending December 6, 2025
This week's links and recommendations.
Dec 5
5
Heartland Express (HTLD) Q3 Update
Turnaround in sight?
Dec 3
•
Adam Mead
November 2025
Watchlist Weekly: Thanksgiving Edition
A few unlocked posts (with valuations) including Berkshire, Boston Beer, Hingham Savings; This week in BRK history.
Nov 26
Watchlist Weekly: The Best of the Week Ending November 22, 2025
Nov 21
2
3
Medifast (MED) Q3 Update
A net net finding its way in the GLP-1 weight loss revolution.
Nov 19
•
Adam Mead
3
Watchlist Weekly: The Best of the Week Ending November 15, 2025
In Case You Missed It: Hingham Savings (HIFS) Q3 Update
Nov 14
4
2
Hingham Savings (HIFS) Q3 Update
Progress is apparent heading into 2026 amid industry credit uncertainty; valuation remains attractive
Nov 12
•
Adam Mead
6
1
Watchlist Weekly: The Best of the Week Ending November 8, 2025
Howard Marks Memo; How to Get into the Blueberry Business; Wall Street Asininity
Nov 7
2
BRK Q3 Update
Analysis of Berkshire's third-quarter results and updated valuation spreadsheet
Nov 5
•
Adam Mead
5
October 2025
Watchlist Weekly: The Best of the Week Ending November 1, 2025
In Case You Missed It:
Oct 31
2
Boston Beer (SAM) Q3 Update
10% of the market cap in cash, aggressive share repurchases, and an attractive valuation amid industry headwinds and a shift to summer-oriented…
Oct 29
•
Adam Mead
2
1
Watchlist Weekly: The Best of the Week Ending October 25, 2025
Meetup replay; How to read an annual report - 1957 edition; Tracy Britt Cool interview; inside an Amazon distribution center
Oct 24
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
