Scenic Route Investing by Wagner Road
Andrew WagnerInvestment stories inspired by taking the long way around. A Wagner Road Capital Management publication.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 40 | Founded | 2 years ago | Last Issue | a month ago |
| Active | |||||
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wagnerroadcm.substack.comLatest Issues
Some Notes and Quotes from the 2026 Berkshire Weekend (and 3 years of VALUExBRK)
This year’s Berkshire Hathaway Annual Meeting provided more business information than all of the others I’ve attended combined.1 It was more of a reality check than a celebration. Greg Abel started with a description of how the business is...
A Short Note on Berkshire Hathaway's Character
Every year before going to Omaha, I take a little time to think about what I’ve taken from the Berkshire Hathaway annual meetings. As I wrote last year, I’ve been attending the annual meetings for a long time…
But I’ve done more than atten...
TTS Part 2: After the Internet — Technology as a Cyber Space (The Dot-Com Boom)
This is Part 2 in my series, A Timelapse of the Tech Sector. Catch up if you missed Part 1!
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After the Internet, changes in technology were primarily digital. While computers kept getting smaller, the main focus became...
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...
2026 First Quarter Recap
The first quarter was the start of several multi-part series.
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My view on the “best” investment books.
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A review of the tech sector, starting with the 1950s to the 1990s.
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My perspective on where to look for AI investments....
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Authors
The writers behind this newsletter.
Author of The Economics of Online Gaming. Founder & CIO of Wagner Road Capital Management. I write about economics and investing, but nothing I write is investment advice.
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