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Berkshire Hathaway Single Write-Ups
Purchase individual issues of BRK writeups
Dec 11, 2025
•
Adam Mead
1
Small Cap Bank Earning 14% ROE at 0.94x BV
$75MM for a $600MM asset bank with 15% capital
Feb 18
•
Adam Mead
1
Watchlist Weekly: The Best of the Week Ending February 14, 2026
In Case You Missed It: Crazy Woman Creek Bancorp
Feb 13
7
1
2
Most Popular
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Calculating Return on Capital
Aug 27, 2025
•
Adam Mead
10
3
1
34: The Bruce Greenwald Methodology For Valuing Growth Companies
Dec 3, 2021
•
Adam Mead
19
16
Copart Update
Jan 7
•
Adam Mead
15
110: Charlie Munger's Outstanding Investor Digest Talks
Dec 9, 2023
22
7
1
Outstanding Investor Digest Back Issues
Dec 19, 2024
12
4
1
Lifco AB - A Dividend-Paying, Focused Conglomerate
Jan 21
•
Adam Mead
11
1
Berkshire Hathaway
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Berkshire Hathaway's Biggest Non-Event
Greg Abel takes over on January 1, 2026; my one lingering question.
Dec 31, 2025
•
Adam Mead
12
2
1
Berkshire Hathaway Single Write-Ups
Purchase individual issues of BRK writeups
Dec 11, 2025
•
Adam Mead
1
Berkshire Act II Takes Shape
Scene 1: Introducing the cast
Dec 10, 2025
•
Adam Mead
13
7
1
Investment Research / Process
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Calculating Return on Capital
A step-by-step guide using Boston Beer (SAM) and Heartland Express (HTLD)
Aug 27, 2025
•
Adam Mead
10
3
1
All Roads Lead to Return on Capital
From a simple savings account to the most speculative startup, return on capital is at the heart of investing.
Jun 11, 2025
•
Adam Mead
14
1
2
Buffett: Read The Footnotes
You have to do the work, which means a lot of reading. An example from Kraft's "dumb" pizza deal.
Apr 21, 2025
•
Adam Mead
16
3
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