Watchlist Investing

Watchlist Investing

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
BUD
CACC
CPRT
CRL
DJCO
FAST
GENC
HD
HEIO
HIFS
HTLD
JKHY
KO
LOW
ODFL
RSG
SAIA
SAM
SHW
TFIN
WCN
WM
Watchlist Weekly
Archive
Leaderboard
About

Berkshire Hathaway

Berkshire AGM Debrief + Valuation Update
"We move forward with great intent and purpose."
May 6 • Adam Mead
Omaha or Bust!
Come say hello at some of these great events during the Berkshire weekend.
May 1
Intrigue at Berkshire: The Pilot Saga
Excerpt from the 2nd edition of The Complete Financial History of Berkshire Hathaway.
Apr 30
It's Publication Day!
The 2nd edition of The Complete Financial History of Berkshire Hathaway is released today!
Apr 28
Berkshire Hathaway Deep Dive
The Abel era begins.
Mar 4 • Adam Mead
Berkshire Hathaway's Biggest Non-Event
Greg Abel takes over on January 1, 2026; my one lingering question.
Dec 31, 2025 • Adam Mead
Berkshire Hathaway Single Write-Ups
Purchase individual issues of BRK writeups
Dec 11, 2025 • Adam Mead
Berkshire Act II Takes Shape
Scene 1: Introducing the cast
Dec 10, 2025 • Adam Mead
BRK Q3 Update
Analysis of Berkshire's third-quarter results and updated valuation spreadsheet
Nov 5, 2025 • Adam Mead
Blue Chip Stamps SEC Files
My FOIA request for the 4,197 page Blue Chip Stamps files is here!
Sep 17, 2025 • Adam Mead
New Berkshire Spreadsheet Tool
Calculate your share of Berkshire's operating earnings, float, and valuation in Google Sheets
Sep 10, 2025 • Adam Mead
BRK Q2 Update
Analysis of Berkshire's second-quarter results and updated valuation spreadsheet
Aug 6, 2025 • Adam Mead
© 2026 Adam J. Mead · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture