Reletter
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Watchlist Investing

Adam Mead

Analyzing great businesses and exploring timeless investing concepts.

Platform
Substack
PricingFreemiumPublishesDaily
Issues286Founded5 years agoLast Issue5 days ago
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Latest Issues

Growth Thoughts

Deeper thinking on a concept central to value.

5 days ago
2
Paid

Watchlist Weekly: The Best of the Week Ending May 16, 2026


In Case You Missed It: Copart Valuation Update


Fact of the Week:

Berkshire Hathaway generated more equity capital in the five years ended 2025 than in Buffett’s first 53 years running the company. It generated $321...

10 days ago
9

Copart Valuation Update

Shares are down by half and the stock is interesting again.

Disclosure: Long

12 days ago
8
1
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Watchlist Weekly: The Best of the Week Ending May 9, 2026


In Case You Missed It: Berkshire AGM Debrief + Valuation Update


17th Annual Gabelli Panel

VALUExBRK

Ajit Jain’s Successor Named (WSJ)

This is big news. I'm hoping he’ll join Ajit and Greg on stage next year...

17 days ago
7

Reminder: Watchlist Meetup Today

Join us for a Subscriber-Only Meetup today at 1PM Eastern

Meetup Link

18 days ago
1
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