Private Investment Coaching
Fully customized, one-on-one coaching to help you become a more capable, independent investor
I work with a small number of motivated investors to improve their ability to research businesses, build models, and make better investment decisions.
The coaching is tailored to your experience level. Whether you’re building a foundation or refining a developed investment process.
We work on businesses that you actually want to understand, helping them develop a practical, repeatable value investing process.
Travis: Novice Investor & Business Owner
Travis wanted to learn best practices, study public companies in his industry, and apply those lessons to his own business.
Who Is This For:
Self-directed investors
Business owners/professionals
Experienced investors looking to sharpen their process
What You’ll Get:
A 10-session program
Weekly one-on-one meetings and support between meetings
Hands-on help with idea generation, company research, modeling, watchlist construction, and portfolio decision-making
Weekly assignments designed to strengthen your research process and judgment
A behind-the-scenes look at how I research, evaluate, and track businesses
Paul: Experienced Investor & CPA
Paul wanted to refine his approach and push his analysis to the next level with a one-on-one coach.
Why It’s Different:
Built around your own watchlist and interests, not a canned curriculum
Individualized support through one-on-one coaching (no groups)
Direct feedback on your thinking, models, and process
The goal is simple: to help you become a more capable, independent investor.
What others have to say…
Dev: Businessman and Investor
For Dev, the course helped him become a better businessman and a better investor. It helped him become more disciplined at looking at stocks.
As an operator, working together helped Dev learn important information about his own industry.
Working together gave him increased confidence to find, evaluate, and value stocks.
Sam: Individual investor and CFA Level 1 Candidate
Sam appreciated the flexibility of the one-on-one coaching, meeting him at his level. Customizing the learning plan from week-to-week allowed us to look at banks and go deeper on how to evaluate companies’ debt structures and documents.
Misha: Experienced Investor & Businessman
Misha added techniques to his analytical toolbox and found a new excitement for value investing.
Others
“Adam integrated deep financial analysis into my investing toolbox. His blend of theory, practice, and proper cadence pushed me to learn by doing. I didn't just study the craft; I acquired it.”
“Adam is thoughtful, practical, and consistently focused on exceeding expectations. His depth of knowledge and experience translates into exceptional coaching with clear, real-world insights. I would strongly recommend working with him.”
"Adam's coaching class is a great value for the price proposition. Adam tailored the program to my level of knowledge and worked very hard to ensure I learned and was comfortable with all the concepts needed to improve my knowledge in intelligent value investing. Whether you are just starting out or have been investing for a while this course will be very valuable to you and pay off tremendously in the long term if you use the concepts he teaches."
Meet Your Coach - Adam Mead
I’ve been investing in public securities markets for over 20 years, both personally and professionally.
CEO/CIO of Mead Capital Management, LLC, a registered investment advisor.
Founder of Watchlist Investing, LLC
Author of The Complete Financial History of Berkshire Hathaway
I coach because investing is a craft that is difficult to learn from books alone. The biggest improvements often come from working through real businesses, having your thinking challenged, and getting direct feedback on your process. I enjoy helping serious investors shorten that learning curve and become more independent in their decision-making. I also learn along the way, which is part of what I enjoy about coaching!
Disclaimers: This program is offered by Watchlist Investing, LLC and is educational in nature. While we will discuss real-world companies and publicly traded stocks, nothing should be considered investment advice or an offer to buy or sell securities. Neither Watchlist Investing, LLC nor any of its principals or employees are responsible for any financial loss or damages resulting from reliance on the content presented.