Reletter
Artwork for Watchlist Investing

Watchlist Investing

Adam Mead

Analyzing great businesses and exploring timeless investing concepts.

Platform
Substack
PricingFreemiumPublishesDaily
Issues308Founded5 years agoLast Issue7 days ago
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Artwork for Watchlist Investing

Latest Issues

Microcap OTC Bank Lists on NASDAQ at Attractive Valuation

14.7% Avg. ROE; ~30% efficiency ratio; superb credit quality

Highlights

7 days ago
7
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Watchlist Weekly: The Best of the Week Ending August 1, 2026


In Case You Missed It:


Berkshire Hathaway Completes Acquisition of Taylor Morrison

Home Services 2026 Mid-Year Report (Summary)

Full Report Here

Mid-Year Property/Casualty Report

Prices down 20-25%

De...

12 days ago
7

Potter & Moore PLC Update

A new name and new strategic initiatives seek to revitalize the company amid some concerning developments. Mid-single digit P/E and 40% discount to BV.

Disclosure: Long PAM.LON

14 days ago
8
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Watchlist Weekly: The Best of the Week Ending July 25, 2026


In Case You Missed It:


Jake Taylor’s Essay on AI (Long, But Worthwhile)

100-Ton Wave Energy Buoy

A Detailed View of Precision Castparts

AviationOutlook

Precision Castparts - Company Analysis and Outlook Re...

19 days ago
6

Hingham Savings Q2 Update

A few bumps in the road amid meaningful progress; a busy quarter in the investment portfolio; valuation remains attractive.

Disclosure: Long HIFS.

21 days ago
8
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