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Calculating Return on Capital
A step-by-step guide using Boston Beer (SAM) and Heartland Express (HTLD)
Aug 27
•
Adam Mead
10
3
1
All Roads Lead to Return on Capital
From a simple savings account to the most speculative startup, return on capital is at the heart of investing.
Jun 11
•
Adam Mead
14
1
2
Buffett: Read The Footnotes
You have to do the work, which means a lot of reading. An example from Kraft's "dumb" pizza deal.
Apr 21
•
Adam Mead
16
3
122: Lemonade Stand Analysis or How to Analyze a Stock
Remove complexity to lay a solid foundation for understanding
Sep 25, 2024
6
2
104: Good Research Takes Time (Bonus: Buffett Video)
A behind the scenes look at my process updating research on a company and some advice from Warren and Charlie
Sep 22, 2023
12
3
74: The Tale Of The Time Traveling Cash Flow
Thoughts On Growth
May 31, 2022
•
Adam Mead
8
8
64: Buffett On Finding Your Circle of Competence; Berkshire's Unique Sales Policy
Finding Your Circle Of Competence
Apr 1, 2022
•
Adam Mead
2
55: Why Equity Investors Should Know The Five C's Of Credit?
Rule #1: Don't lose money; Rule #2: Don't forget rule #1
Feb 18, 2022
•
Adam Mead
1
49: Optimal Is Relative; Running Your Own Race; Selling It All
You’re reading the weekly free version of Watchlist Investing. If you’re not already subscribed, click here to join over 1,060 others. Want more…
Jan 31, 2022
•
Adam Mead
43: Buffett on EBITDA; The "Stand Still" Analysis; Junto Investments
You’re reading the weekly free version of Watchlist Investing. If you’re not already subscribed, click here to join 965 others. Want more in-depth and…
Jan 11, 2022
•
Adam Mead
1
42: Happy Birthday, Charlie!; Buffett's Bonfire Cake; Buffett on Silver; Four Sources of Investment Mistakes
“Think about the discipline it takes to think about something for three or four decades waiting for a chance to employ 2% of your assets.”
Jan 7, 2022
•
Adam Mead
41: Newspapers and Oil Wells As Economic Equals
Charlie Munger's lesson valuing cash flow
Jan 5, 2022
•
Adam Mead
1
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