Reletter
Artwork for Watchlist Investing

Watchlist Investing

Adam Mead

Analyzing great businesses and exploring timeless investing concepts.

Platform
Substack
PricingFreemiumPublishesDaily
Issues292Founded5 years agoLast Issue7 days ago
Active

Read this Newsletter

watchlistinvesting.com
Artwork for Watchlist Investing

Latest Issues

Boston Beer Q1 Update

A very attractive entry point amid current uncertainty.

Prior SAM Posts

7 days ago
8
Paid

Watchlist Weekly: The Best of the Week Ending June 6, 2026


In Case You Missed It:


Fact of the Week:

Banks still had $306B of unrealized securities losses at year-end 2025.
Even after recovering from the worst levels, FDIC-insured banks were still sitting on losses roughly...

12 days ago
9
5

Your Margin of Safety Might Not Be What You Think It Is


Imagine you find a company with $80 million in net operating profit after taxes (NOPAT), $50 million in cash, and $700 million in debt.

At a reasonable 10x multiple of NOPAT, the company is worth $800 million.

$800 million value...

14 days ago
10

Watchlist Weekly: The Best of the Week Ending May 30, 2026


In Case You Missed It: Russell Rebalancing


Fact of the Week: 4,336: The number of FDIC reporting banks at the end of 2025.


Michael Mauboussin Intern Reading List

A curated list of his reports.

Dair...

19 days ago
6

Russell Rebalancing 2026


Mark Your Calendars

Every year, the FTSE Russell announces its annual (now biannual) reconstitution or rebalancing, which takes place in stages from May to June.

Each index has its range, with the Russell 2000 being more commo...

21 days ago
7

Key Facts

Contact Information
Newsletter Author
Number of Subscribers
Find out how many people subscribe to this newsletter.

Audience Metrics

Subscribers, engagement, traffic and sponsorship for Watchlist Investing.

SubscribersEngagement76Monthly Web Visits
Accepts SponsorsEstimated Cost per Ad

Authors

The writers behind this newsletter.

  • Adam Mead
  • Frequently Asked Questions

    How can I access the email archive for Watchlist Investing?

    You can find recent issues that have been published by Watchlist Investing on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.

    How many subscribers does Watchlist Investing have?

    To see how many people subscribe to Watchlist Investing, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.

    How can I advertise in Watchlist Investing?

    Newsletter advertising can be extremely effective when it's done right. Before you pitch Watchlist Investing as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.

    Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.

    How much does it cost to sponsor a publication like Watchlist Investing?

    Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.

    To find out how much an ad will cost, contact Watchlist Investing using the contact information provided and ask for a copy of their media kit.

    How can I find newsletters related to Watchlist Investing?

    Scroll up to where it says Related Newsletters to see other publications like Watchlist Investing. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.

    How do I contact Watchlist Investing?

    Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.