Reletter
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Watchlist Investing

Adam Mead
Tens of paid subscribers

Analyzing great businesses and exploring timeless investing concepts.

Platform
Substack
PricingFreemiumPublishesDaily
Issues315Founded6 years agoLast Issue7 days ago
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Latest Issues

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Undervalued but losing some fizz. Could it be sold?

Disclosure: Long SAM

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There are ~180 net nets in Korea, and I'm writing up all of them

I’m confi...

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What Private Investment Coaching Actually Looks Like

Most investors don’t need more information.

They need more practice applying what they already know to build confidence in their decision-making.

That’s a big part of what I’ve learned from working one-on-one with investors over the pas...

13 days ago
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Heartland Express Q2 Update

Improved operating ratio; lower debt; share buybacks. Clear road ahead?

Disclosure: Long HTLD

14 days ago
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Watchlist Weekly: The Best of the Week Ending August 15, 2026


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Fed Report on Household Credit

“Boomer Candy” (WSJ)

Sounds like a free lunch to me. The downside protection has to come from somewhere. Future returns, most likely. Increased counterparty...

19 days ago
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