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Watchlist Weekly: The Best of the Week Ending February 14, 2026
In Case You Missed It: Crazy Woman Creek Bancorp
Feb 13
7
1
2
Nanocap Bank Earning 12% ROE at 0.85x BV
A $15 million US-based bank
Feb 11
•
Adam Mead
7
2
Watchlist Weekly: The Best of the Week Ending February 7, 2026
Links and a short essay on mental models in action.
Feb 6
6
1
Triumph Financial (TFIN) Q4 Update
Efficiency, focus, and growth at the forefront heading into 2026
Feb 4
•
Adam Mead
9
January 2026
Watchlist Weekly: The Best of the Week Ending January 31, 2026
In Case You Missed It: HIFS and MED Quick Updates
Jan 30
10
1
1
Hingham (HIFS) & Medifast (MED) Quick Updates
Continued progress at Hingham and leadership transition at Medifast
Jan 28
•
Adam Mead
9
Watchlist Weekly: The Best of the Week Ending January 24, 2026
In Case You Missed It: Lifco AB - Swedish Serial Acquirer
Jan 23
6
Lifco AB - A Dividend-Paying, Focused Conglomerate
A first look into the Swedish serial acquirer
Jan 21
•
Adam Mead
11
1
Watchlist Weekly: The Best of the Week Ending January 17, 2026
In Case You Missed It: BrightView Holdings (BV)
Jan 16
4
2
Reminder: Watchlist Meetup Today
Join us for a Subscriber-Only Meetup today at 11AM Eastern
Jan 16
2
Watchlist Meetup Link for Tomorrow
Join us for a Subscriber-Only Meetup
Jan 15
•
Adam Mead
2
BrightView Holdings (BV)
A first look into a landscaping services play
Jan 14
•
Adam Mead
6
1
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