Feeling pretty good about $BRKA $BRKB investment in $KO. Not what it once was but our 400mm shares are a nice asset.

Can I interest anyone in a raffle ticket? All proceeds benefit local charities. 52 chances to win! I can do Venmo.

Is it deja vu at $BRKB? The BRK Renewables unit is forming a JV with $OXY to extract lithium from Berkshire's California geothermal wells. Back 30 years ago a similar project failed to commercialize zinc recovery. Let's hope better technology saves the day!

Two more units on the board (Power Red). Nearing 3 gallons! American Red Cross Laura Alix

Issue 38: Russell Microcap Rebalancing Opportunities, by Adam J. Mead open.substack.com/pub/watchlisti…

Which (currently public) companies would you consider to be the best capital allocators? What's your top 3 or top 5? And what makes them special?

Highly recommend reading this latest piece by Drew Estes on Commercial Evolution. It crosses biology with economics with investing. Enjoy! substack.com/home/post/p-14…

What are your favorite stock screeners? I'm looking for one (preferably free) that allows downloads to Excel without limiting the # of rows, etc.

Issue 39: Medifast $MED, by Adam J. Mead open.substack.com/pub/watchlisti…

Come hang out with us!

Issue 40.1: BRK Q2 2024 Update, by Adam J. Mead open.substack.com/pub/watchlisti…

That's a whole lotta cash! $BRKA $BRKB

I don't always offer discounts...but when I do they usually coincide with Warren Buffett's birthday.

Issue 40.2: HIFS Q2 2024 Update, by Adam J. Mead open.substack.com/pub/watchlisti…

Berkshire's market cap averaged about $20 million in 1965 (WB started buying at under $10 million). Buffett has presided over a 50,000x increase in Berkshire's market value. Here's the most incredible part: Outstanding shares have gone from about 1.08 million in 1965 to 1.4

If you were to create a stack of $100 bills worth $1 trillion it would be 678 miles high. That’s higher than the International Space Station orbits the Earth! (Image from Dall-E.) $BRKA $BRKB

There are many other things to say about Berkshire's financial accomplishments — the dollars and cents. What I’ve come to cherish most about Buffett, Munger, and Berkshire are the life lessons. I’m so much better a person because these men existed. Too many lay observers (and

New issue out on Substack!