Reletter
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Watchlist Investing

Adam Mead
Tens of paid subscribers

Analyzing great businesses and exploring timeless investing concepts.

Platform
Substack
PricingFreemiumPublishesDaily
Issues329Founded6 years agoLast Issue5 days ago
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Latest Issues

First Look at 10 Nano Cap Banks


Work with me: Private Investment Coaching



Using My Bank Screener

Last week’s post showcased my custom bank screener. This week I put it to use.

Here’s my search criteria:

  1. Return on assets > 1.20%

  2. Non...

5 days ago
7
1

Watchlist Weekly: The Best of the Week Ending October 3, 2026


Private Investment Coaching


In Case You Missed It:

Benjamin Moore Expands into the UK - CEO Interview

New Michael Mauboussin Paper on FCF

Analysis of Copart’s ACV Bid

h/t

The Fat Pitch

CPRT: Copart (14...

10 days ago
7
1

Bank Screening Tool


Work with me: Private Investment Coaching


Download the Tool

See my notes below regarding the file.


Building My Own Custom Bank Screener

My original intent for this week’s post was to run a screen for banks based...

12 days ago
7
1

YouTube

Visit My YouTube Page

12 days ago

Watchlist Weekly: The Best of the Week Ending September 26, 2026


Private Investment Coaching


In Case You Missed It:

New Howard Marks Memo

Geico Gecko Podcast Appearance?

AAR Weekly Rail Traffic

Bill Gurley Presentation (I just listened to his podcast appearance o...

17 days ago
7

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