Watchlist Weekly: The Best of the Week Ending July 11, 2026

Links and Lookbacks

Jul 10, 2026

New President at Copart

On the heels of the CEO transition announcement, Copart announced the promotion of Jane Pocock to President.

Looking at the AI Infrastructure Players

Scenic Route Investing by Wagner Road

Investing in AI Infrastructure (Part 2: The Contractors)

When we talk about data centers built for the AI boom, there are a few different ways to approach it. In Part 1, I mentioned the 5 hyperscalers that are paying for data centers. But there are also 5 companies involved with building the data centers…

3 months ago · 15 likes · 2 comments · Andrew Wagner

Brooks Looking to Beat the World Record Mile

This Week in Berkshire History

July 3, 2000: Ben Bridge Jewelers acquired.

July 5, 2006: Berkshire pays $4 billion for an 80% stake in Israel-based ISCAR Metalworking Companies. Berkshire would go on to buy the remaining 20% in 2013 for $2.05 billion, implying a valuation of $10.25 billion, twice the original valuation.

That’s it for this week. Hit reply and let me know what you think. What have you been reading that’s worth sharing? Let me know in the comments.