@BRK_Student Adam J. Mead (Watchlist Investing)

Adam J. Mead (Watchlist Investing) posts on X about $brka, $brkb, business, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

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• [--] Month [------] -83%
• [--] Months [-------] +108%
• [--] Year [---------] -50%

Mentions: [--] #

• [--] Week [--] -5%
• [--] Month [--] +100%
• [--] Months [---] +292%
• [--] Year [---] +49%

Followers: [-----] #

• [--] Week [-----] +0.10%
• [--] Month [-----] +0.20%
• [--] Months [-----] +6.70%
• [--] Year [-----] +9.40%

CreatorRank: undefined #

Social Influence

Social category influence finance 55.66% stocks 46.23% cryptocurrencies 3.77% countries 1.89% technology brands 0.94% travel destinations 0.94%

Social topic influence $brka #3, $brkb #104, business 5.66%, in the 5.66%, berkshire hathaway #81, $hifs 5.66%, the most 5.66%, ceo 4.72%, book 4.72%, this is 4.72%

Top accounts mentioned or mentioned by @harrimanhouse @benjaminmoore @warrenbuffett @wsj @mariogabelli @seescandies @brkstudent @nvenergy @fintool @jtkoster @gspier @mohnishpabrai @macraesykes @beckyquick @roicai @treysmith @morningstarinc @robertcialdini @focusedcompound @chrisbloomstran

Top assets mentioned Berkshire Hathaway Inc. (BRK.A) Berkshire Hathaway Inc Class B (BRK.B) MediBloc (MED) Copart, Inc. (CPRT) BrightView Holdings, Inc. Common Stock (BV) Snap, Inc. (SNAP) Coca-Cola Co (KO) Anheuser-Busch INBEV SA/NV (BUD) Molson Coors Beverage Co Class B (TAP)

Top Social Posts

Top posts by engagements in the last [--] hours

"BNSF has now paid $BRKA $BRKB over $50 billion since purchasing it in 2010"
X Link 2023-04-10T16:54Z [----] followers, 108.9K engagements

"Buffett's retirement is like the business equivalent of the Ship of Theseus. Did he retire in [----] when he turned over direct management to Greg and Ajit Did it happen on December [--] [----] Or will it happen when he steps down from the Chairman's spot Or somewhere in between any of these dates The reality is that $BRKA engineered a brilliant transition that has been happening for years. Buffett would probably consider his official retirement date to be the day he dies. https://twitter.com/i/web/status/2009006331928133780 https://twitter.com/i/web/status/2009006331928133780"
X Link 2026-01-07T20:56Z [----] followers, 13.8K engagements

"Check out my latest Substack post to download over [----] pages of rare $BRKA $BRKB material"
X Link 2025-09-17T14:07Z [----] followers, [----] engagements

"Michael J. OSullivan New Role as General Counsel OSullivan comes to BRK headquarters (hell be based in Omaha) after serving as general counsel of Snap Inc. since [----] and before that as a lawyer at Munger Tolles & Olsen the prestigious LA law firm co-founded by Charlie Munger and which serves as Berkshires go-to external legal counsel. https://twitter.com/i/web/status/1998860148710989941 https://twitter.com/i/web/status/1998860148710989941"
X Link 2025-12-10T20:59Z [----] followers, [---] engagements

"December [--] 2013: $BRKA $BRKB acquired @NVEnergy for $5.6 billion"
X Link 2025-12-18T20:57Z [----] followers, [----] engagements

"Buffett's [----] annual letter is out and it didn't disappoint. Here are my highlights. First we have this teal color for the cover. We have to go back to [----] to find the last report of this shade. Who picks the color Warren @Benjamin_Moore"
X Link 2023-02-25T13:42Z [----] followers, 110.7K engagements

"Buffett / Munger influence here at the Omaha airport. (Nicely done @fintool )"
X Link 2025-05-01T21:10Z [----] followers, 10.3K engagements

"Today we witnessed the business equivalent of Washington stepping down. An orderly and rational transition of power at the top of one of the world's most important companies. And it was done in true Berkshire fashion. I felt the energy of Warren Buffett's final brushstroke course through the [-----] person crowd and seal his wish of trust in his chosen successor Greg Abel. An incredible day in business history $brka $brkb"
X Link 2025-05-03T22:15Z [----] followers, 50.2K engagements

"In a press release on Monday Berkshire announced a slate of major changes that usher in the era of Greg Abel who officially assumes the helm on January [--] [----]. Some of these changes such as Todd Combs leaving $BRKA $BRKB entirely were surprising. Others such as CFO Marc Hamburg stepping down logically coincide with the end of Buffetts tenure. Heres what we know and some of my thoughts on how the future unfolds: https://twitter.com/i/web/status/1998860137969365235 https://twitter.com/i/web/status/1998860137969365235"
X Link 2025-12-10T20:59Z [----] followers, [----] engagements

"December [--] 2000: On this day [--] years ago $BRKA $BRKB acquired @Benjamin_Moore for $1 billion. Incredibly it was one of eight (8) acquisitions that year. Today the company is led by Chairman and CEO Dan Calkins Excerpt from The Complete Financial History of Berkshire Hathaway https://twitter.com/i/web/status/2001758154871263520 https://twitter.com/i/web/status/2001758154871263520"
X Link 2025-12-18T20:55Z [----] followers, [----] engagements

"Tomorrow's post is on BrightView Holdings $BV"
X Link 2026-01-13T17:43Z [----] followers, [---] engagements

"Today's Substack post is on BrightView Holdings $BV a small-cap landscaping and related services business"
X Link 2026-01-14T13:57Z [----] followers, [----] engagements

"This week's post is on Lifco AB the Swedish serial acquirer. Here's one of my favorite charts. The share count is exactly flat since its [----] IPO. $LIFCOB"
X Link 2026-01-20T19:58Z [----] followers, [----] engagements

"Today's post is about Lifco the Swedish serial acquirer that has posted returns of 20%+ and earns over 100% returns on tangible capital. Subscribers can hear my initial thoughts including my perspective on valuing Lifco. $LIFCOB.ST $LIFCO.ST"
X Link 2026-01-21T17:05Z [----] followers, [----] engagements

"Still quite a bit of hair on $MED but that's what you have to put up with for cash market cap. The company announced a leadership change earlier this month. I'll have more in my update in tomorrow's Substack"
X Link 2026-01-27T17:25Z [----] followers, [----] engagements

"WSJ article about the fact that GLP-1s are designed / need to be taken forever (surprise surprise). $MED may find its base of coaches increasingly in demand. https://www.wsj.com/health/wellness/glp-1-weight-loss-drugs-stop-what-happens-162b6dd2st=ifrbPV&reflink=desktopwebshare_permalink https://www.wsj.com/health/wellness/glp-1-weight-loss-drugs-stop-what-happens-162b6dd2st=ifrbPV&reflink=desktopwebshare_permalink"
X Link 2026-01-28T16:06Z [----] followers, [---] engagements

"Updates on $HIFS and $MED in today's Substack post"
X Link 2026-01-28T16:11Z [----] followers, [----] engagements

"Today marks [--] years since @WarrenBuffett took control of $BRKA"
X Link 2022-05-10T20:09Z [----] followers, [---] engagements

"Berkshire now at $650bn market cap. Maybe we'll see $BRKA with $50bn in cash at the end of Q2. Let the rout continue"
X Link 2022-05-12T20:14Z [----] followers, [--] engagements

"Return on capital drives everything. A 20% ROIC company can pay you 10% AND grow at 10%. Another related thought: Growth doesn't just happen it has to be "paid for""
X Link 2022-05-14T21:53Z [----] followers, [---] engagements

"Can someone point me to a resource on how to create graphs like this the split and combine Excel add-in Separate program Thanks"
X Link 2022-06-05T15:13Z [----] followers, [---] engagements

"There comes a point where you just have to take your fill of stocks at the valuations you think rational. If the market goes lower so what You're a business owner not a renter of stocks. Bonus: Sleep better knowing the co's you own are repurchasers of their own shares"
X Link 2022-06-21T19:38Z [----] followers, [--] engagements

"Another reason to love owning $BRKB: The ability to (as Munger says "sit on your ass"). Is the oil and gas industry beat up BRK invests on your behalf. Housing shortage looking good for the industry BRK owns the best in the biz plus other building product cos. The list goes on"
X Link 2022-07-12T14:34Z [----] followers, [--] engagements

""Look at this generation with all of its electronic devices and multi-tasking. I will confidently predict less success than Warren who just focused on reading. If you want wisdom youll get it sitting on your ass. Thats the way it comes." -Charlie Munger [----] Wesco"
X Link 2022-07-14T17:50Z [----] followers, [--] engagements

"A nice interview of the late Walter Scott by $BRKA $BRKB Vice Chairman Greg Abel. h/t @jtkoster https://youtu.be/VIyqjaKxsnI https://youtu.be/VIyqjaKxsnI"
X Link 2022-10-11T13:55Z [----] followers, [--] engagements

"Owning a network in the middle of a few suppliers and hundreds of thousands of buyers is a nice place to be $CPRT"
X Link 2022-10-17T16:05Z [----] followers, [--] engagements

"Want a competitive advantage in life Take care of yourself. As Munger would say it's so simple. Eat good food take mild exercise get enough sleep and extricate yourself from permanent-stress jobs (you couldn't pay me enough to be some NYC junior analyst). Obesity rates by state from [----] - [----] Pretty remarkable how fast these rates have changed Whats the main driver of this https://t.co/UyXZJa9vQc Obesity rates by state from [----] - [----] Pretty remarkable how fast these rates have changed Whats the main driver of this https://t.co/UyXZJa9vQc"
X Link 2022-10-17T17:08Z [----] followers, [--] engagements

"Berkshire released its Q3 earnings this morning. Here's what to know. $BRKA $BRKB $BRK"
X Link 2022-11-05T12:48Z [----] followers, [---] engagements

"Please retweet if you found this thread valuable. Watchlist Investing Deep Dive Subscribers can login to the website to view my updated $BRKA $BRKB sum of the parts intrinsic valuation spreadsheet. http://watchlistinvesting.com http://watchlistinvesting.com"
X Link 2022-11-05T13:24Z [----] followers, [--] engagements

"From @WSJ. Really Shocking I'd say obvious. As Munger would say "How could it be otherwise""
X Link 2022-11-12T14:02Z [----] followers, [--] engagements

"One of the more interesting pieces of fanmail I've received.from Sing Sing Prison. He could be spending his time doing much worse than reading my book. Glad to see it helping someone in a constructive manner and encouraging looking forward to a brighter future. @harrimanhouse"
X Link 2022-12-05T22:14Z [----] followers, [--] engagements

"What do @GSpier @MohnishPabrai @macraesykes @MarioGabelli Tom Russo and over [---] Amazon reviewers have in common They've all enjoyed The Complete Financial History of $BRKA $BRKB. Makes a great gift for the holidays (though at [---] pages it might not fit into a stocking)"
X Link 2022-12-12T17:21Z [----] followers, [--] engagements

"$DJCO Daily Journal meeting starting now I love how the broadcast opens with Munger already into the box of See's peanut brittle. https://www.youtube.com/watchv=9VVPO3KWj3A https://www.youtube.com/watchv=9VVPO3KWj3A"
X Link 2023-02-15T18:01Z [----] followers, 44.7K engagements

"Thank you @BeckyQuick. That was special. We're incredibly grateful to have Munger this long. At [--] he could run circles around others literally half his age. Repeating my prediction: Greg Abel will be officially named CEO of $BRKA $BRKB this year. $DJCO Daily Journal meeting starting now https://t.co/UtMDVhORGb I love how the broadcast opens with Munger already into the box of See's peanut brittle. $DJCO Daily Journal meeting starting now https://t.co/UtMDVhORGb I love how the broadcast opens with Munger already into the box of See's peanut brittle"
X Link 2023-02-15T20:33Z [----] followers, [----] engagements

"Brick by brick. $HIFS This line stood out ".the most dangerous response to short-term challenges is to make changes that have long-term consequences." https://www.hinghamsavings.com/assets/2023/02/Hingham-Institution-for-Savings-Annual-Report_Website.pdf https://www.hinghamsavings.com/assets/2023/02/Hingham-Institution-for-Savings-Annual-Report_Website.pdf"
X Link 2023-02-17T21:59Z [----] followers, 18.5K engagements

"This is an important - very important - message Buffett sends to all BRK employees. As he said in his address to Congress re: the Solomon scandal: "Lose money for the firm and I will be understanding. Lose a shred of reputation for the firm and I will be ruthless.""
X Link 2023-02-25T13:53Z [----] followers, 11.2K engagements

"I love this quote about letting the weeds wither and watering the flowers. I think it's a Peter Lynch quote originally. Watering in this case means doing nothing for a few decades. My takeaway: resist the urge to sell"
X Link 2023-02-25T14:04Z [----] followers, [----] engagements

"Have to say I'm loving It's like ValueLine for free. @roic_ai P.S. Any aggregates industry experts out there They seem like rock solid businesses.get it "rock" solid.anyway that's my pun of the day. http://ROIC.AI http://ROIC.AI"
X Link 2023-03-08T18:16Z [----] followers, 34K engagements

"BRK Energy is simply a gem. Not only does $BRKA benefit from tax incentives but deferred taxes also add $900m to $1bn of cash earnings per year"
X Link 2023-04-11T16:06Z [----] followers, 17.9K engagements

"This is a superb interview. Well worth the read. https://www.cnbc.com/2023/04/12/full-transcript-berkshire-hathaway-chairman-ceo-warren-buffett-speaks-with-cnbcs-becky-quick-on-squawk-box-today-.html#amp_tf=From%20%251%24s&aoh=16813418687407&referrer=https%3A%2F%2Fwww.google.com&ampshare=https%3A%2F%2Fwww.cnbc.com%2F2023%2F04%2F12%2Ffull-transcript-berkshire-hathaway-chairman-ceo-warren-buffett-speaks-with-cnbcs-becky-quick-on-squawk-box-today-.html"
X Link 2023-04-13T00:29Z [----] followers, 67.4K engagements

"Serendipity strikes in Omaha My tenth year out here and I still feel like a first-timer. This is a very special place. $BRKA $BRKB"
X Link 2023-05-06T04:13Z [----] followers, 35.6K engagements

"@treysmith Thanks for buying a copy of my book today at $BRK. Happy to chat investing and business any time"
X Link 2023-05-06T21:43Z [----] followers, [----] engagements

"My 10th year at the $BRKA $BRKB annual meeting and I have one overall thought: the culture is so unique and so strong. It's going to last a long time. Truly an honor and a privilege to play a small part in this incredible community"
X Link 2023-05-07T20:58Z [----] followers, 15.4K engagements

"Finally got my $BRKA $BRKB passes from the last two years displayed with the first batch. This year marks #10 in person. So many wonderful memories made and business/life lessons learned"
X Link 2023-05-16T20:28Z [----] followers, [----] engagements

"Sweet $3.5bn cash out the door for $BRKA $BRKB on a known asset. Update from @MorningstarInc"
X Link 2023-07-11T19:17Z [----] followers, 10.3K engagements

"$CPRT is so good on the capital allocation front and so rational with everything else it genuinely surprises me that they keep splitting the stock. What am I missing Something to do with index requirements"
X Link 2023-08-04T20:31Z [----] followers, 37.9K engagements

"Happy Birthday Warren I think you are out of your mind if you keep taking jobs that you don't like because you think it will look good on your resume. Isn't that a little like saving up sex for your old age - Warren Buffett [--] years young today. Happy Birthday https://t.co/bR26hxxyAH I think you are out of your mind if you keep taking jobs that you don't like because you think it will look good on your resume. Isn't that a little like saving up sex for your old age - Warren Buffett [--] years young today. Happy Birthday https://t.co/bR26hxxyAH"
X Link 2023-08-30T20:23Z [----] followers, [----] engagements

"These rates really make my $BRKA $BRKB heartstrings sing"
X Link 2023-11-11T11:26Z [----] followers, 35.9K engagements

"They'll say when I die "How much did Charlie leave" And the answer will be "I believe he left it all." Charlie you indeed left everything on the field of life. Forever my hero and intellectual grandfather. Grateful we shared a small piece of this life together. DJCO 2016"
X Link 2023-11-28T21:52Z [----] followers, 30.9K engagements

"@RobertCialdini Charlie's writings led me to read your work Robert. And your work helped me get a response from Charlie way back in [----]. I've never shared this letter publicly before. Thanks for all you've done"
X Link 2023-11-29T18:08Z [----] followers, [----] engagements

"@FocusedCompound Marc Hamburg is probably the most important / least appreciated person inside Berkshire on a pound-for-pound basis. The entire accounting team at HQ is incredible rolling up all the subs eliminating inter-company sales etc. Fun fact: They produce the entire 10Q in-house"
X Link 2024-02-09T18:32Z [----] followers, [----] engagements

"Almost no other bank except $HIFS could survive on spreads this thin. The bank remains profitable thanks to rock-bottom (and falling) operating expenses as a % avg. assets"
X Link 2024-03-08T18:37Z [----] followers, 11.2K engagements

"For the first time EVER $BRKA $BRKB will broadcast the annual meeting movie. I'd be willing to bet all my BRK shares that it features a tear-jerker tribute to Charlie. This is going to be a memorable year"
X Link 2024-05-01T16:45Z [----] followers, 41.8K engagements

"Add this to the moment Greg delicately and very respectfully told Warren he had nothing to add. I thought the shareholders' response to that showed both our reverence for Charlie and our full enthusiasm for Greg as WB's new right-hand man. We're in good hands with Greg. Warren Buffett slipping up and accidentally calling Greg Abel Charlie may be one of the most charming and perfect honors Ive seen of the recently passed Charlie Munger. You know Charlie is deep in Warrens heart. $BRK https://t.co/gayNqPDdLD Warren Buffett slipping up and accidentally calling Greg Abel Charlie may be one of the"
X Link 2024-05-05T12:09Z [----] followers, [----] engagements

"I'm really happy the rest of the world can see the humor / human side of our heroes. We're endeared to them for much more than business/investing. Slick yo. Brittle bitches. https://t.co/eguEXbJt5t Slick yo. Brittle bitches. https://t.co/eguEXbJt5t"
X Link 2024-05-09T19:06Z [----] followers, [----] engagements

"Not many people realize that $BRKA $BRKB has a home-grown bank inside of it (largely via Clayton Homes) that would rank as the 73rd largest bank in the country. It's financed through borrowings by a BRK-parent guaranteed subsidiary Berkshire Hathaway Finance Corporation. It also has an enviable track record and excellent asset quality"
X Link 2024-05-10T10:10Z [----] followers, 10.2K engagements

"Feeling pretty good about $BRKA $BRKB investment in $KO. Not what it once was but our 400mm shares are a nice asset"
X Link 2024-06-01T22:10Z [----] followers, [----] engagements

"That's a whole lotta cash $BRKA $BRKB"
X Link 2024-08-09T19:43Z [----] followers, [----] engagements

"Berkshire's market cap averaged about $20 million in [----] (WB started buying at under $10 million). Buffett has presided over a 50000x increase in Berkshire's market value. Here's the most incredible part: Outstanding shares have gone from about [----] million in [----] to [---] million today an increase of 1.3x. In other words the VAST majority of wealth creation has accrued to the shareholders of Berkshire Hathaway. $BRKA $BRKB"
X Link 2024-08-28T15:49Z [----] followers, 29K engagements

"There are many other things to say about Berkshire's financial accomplishments the dollars and cents. What Ive come to cherish most about Buffett Munger and Berkshire are the life lessons. Im so much better a person because these men existed. Too many lay observers (and the press) cant get past the Forbes [---] rankings to fully appreciate Buffetts lifetime of demonstrating how to be a good human: Loving what you do generously teaching the next generation taking the high road operating with a fiduciary responsibility to those who trust and rely on you thinking about how society treats all its"
X Link 2024-08-30T14:15Z [----] followers, [----] engagements

"SpaceX just caught a falling rocket at the same tower it lifted off from minutes earlier One of the most amazing things I've ever seen THIS is why I'm such a fan of engineer/scientist Musk. How did this happen One word: education. Musk himself and those around him never stop learning. The tower has caught the rocket https://t.co/CPXsHJBdUh The tower has caught the rocket https://t.co/CPXsHJBdUh"
X Link 2024-10-13T13:08Z [----] followers, [----] engagements

"Here's a fun $BRKB fact: Clayton Homes holds a mortgage portfolio of $27.2 billion (funded by borrowing from BRK at a spread). If it were a stand-alone bank it would rank as 70th largest in the US"
X Link 2025-04-22T18:58Z [----] followers, [----] engagements

"True Berkshire fashion: Just do it and get on with business. No need to wait for the next board meeting. Its official: Greg Abel becomes Berkshire Hathaway CEO on 1/1/26 and Warren Buffett remains as chairman of the board. https://t.co/X5QLSZKTXI Its official: Greg Abel becomes Berkshire Hathaway CEO on 1/1/26 and Warren Buffett remains as chairman of the board. https://t.co/X5QLSZKTXI"
X Link 2025-05-05T12:22Z [----] followers, [----] engagements

"Check out the full foreword by @ChrisBloomstran here: Buy the book here: #berkshirehathaway $brk $brka $brkb @harrimanhouse http://www.brkbook.com https://mcusercontent.com/22425ec0c9a8f2591cb873561/files/7e8cb782-ba8e-4565-a599-0dfa55760a47/Foreword_by_Christopher_Bloomstran.pdf http://www.brkbook.com https://mcusercontent.com/22425ec0c9a8f2591cb873561/files/7e8cb782-ba8e-4565-a599-0dfa55760a47/Foreword_by_Christopher_Bloomstran.pdf"
X Link 2021-04-02T19:45Z [----] followers, [--] engagements

"Almost like being there"
X Link 2021-05-01T17:32Z [----] followers, [--] engagements

"I'm proud of the thousands of copies my book has now sold (yay). But for some reason I find it immensely satisfying that five people have checked out the copy I donated to my local library. @harrimanhouse http://BRKbook.com http://BRKbook.com"
X Link 2022-01-14T21:43Z [----] followers, [---] engagements

"How to learn insurance from #WarrenBuffett: "I think you can learn something frankly by reading the Berkshire Hathaway annuals for [--] years and reading the insurance section. I think itll teach you something about the economics of insurance. So I would do it by reading.""
X Link 2022-01-28T21:40Z [----] followers, [--] engagements

"No these board fees aren't in 000's. $BRKA $BRKB #berkshirehathaway"
X Link 2022-03-14T17:23Z [----] followers, [--] engagements

"While this table isn't comprehensive it does illustrate the regional strongholds of $BUD $HEINY $CABGY and $TAP. Look at the concentration in Mexico: #ABI and #Heineken make up 97% of the market"
X Link 2022-03-23T18:07Z [----] followers, [--] engagements

"Pro tip: Grab a spoon to help you finish off your box of @seescandies peanut brittle and not leave any of the fresh goodness behind"
X Link 2022-05-03T14:16Z [----] followers, [--] engagements

"One thing conspicuously absent from Montreal Canada's second largest city Honking. It's amazing. Like let's all just get where we're going. The people here are super friendly. Highly recommend a visit if you're able. Lots to do too (and with kids). @Montreal"
X Link 2022-06-30T00:00Z [----] followers, [--] engagements

"Death of equities @WSJ"
X Link 2022-07-16T02:20Z [----] followers, [--] engagements

"7. Someone mentioned a good writeup by @scuttleblurb on analog devices. Note: I'm a happy subscriber and admirer of his work. Others in the call were as well"
X Link 2022-10-07T17:38Z [----] followers, [--] engagements

"8. Also discussed was Kingfisher $KGFHF a UK-based company that looks like or is somewhat like $HD and $LOW in the US"
X Link 2022-10-07T17:38Z [----] followers, [--] engagements

"2/ Operating earnings (what counts) were $7.76bn in Q3 up 20% compared to Q3 [----]. YTD operating earnings were $24.1bn up 19% from YTD 2021"
X Link 2022-11-05T12:48Z [----] followers, [--] engagements

"Best books to learn accounting for the new value investor Textbooks or otherwise"
X Link 2022-11-17T00:00Z [----] followers, [---] engagements

"Thanks to all for their thoughts on how to learn accounting. I compiled the recommendations and a few other resources into this post. Enjoy #Accounting #investing #ValueInvesting https://watchlistinvesting.substack.com/p/89-how-to-learn-accountingutm_source=twitter&sd=pf https://watchlistinvesting.substack.com/p/89-how-to-learn-accountingutm_source=twitter&sd=pf"
X Link 2022-11-18T21:34Z [----] followers, [---] engagements

"Fun BRK Thanksgiving fact: Ajit Jain flies to London every Thanksgiving because they don't have a holiday. -According to Charlie Munger at the [----] $BRKA $BRKB AGM"
X Link 2022-11-24T12:34Z [----] followers, [--] engagements

"Throwback to [----] when I was a young banker. I suggested using return on capital to check borrower's projections (we did a lot of C&I). Do you or any banks you know use ROIC as a check on borrowers' projections I'd invariably find they were wildly optimistic. #Banking #Credit"
X Link 2023-02-28T19:15Z [----] followers, [----] engagements

"Buffett indirectly discloses the value of Pilot Flying J.$7 billion for 41.4% is roughly $16.9 billion. Round up to an even $17 billion. $BRKA $BRKB"
X Link 2023-04-14T14:25Z [----] followers, 23.7K engagements

"In case you missed it here's last week's $BRKA $BRKB panel from Omaha Thank you @MarioGabelli for inviting me back for a second year https://youtu.be/znoODkJHcpw https://youtu.be/znoODkJHcpw"
X Link 2023-05-10T14:02Z [----] followers, [----] engagements

"Well it's Thursday morning and my [---] lb box of @seescandies peanut brittle from the $BRKA $BRKB meeting is finally gone. How long does your box typically last (Pro tip: use a spoon to get the last bits of goodness from the box; perhaps some of my favorite pieces.)"
X Link 2023-05-11T09:53Z [----] followers, 13.1K engagements

"The latest issue of Watchlist Investing just went out to paid subscribers. This issue features an update on Watchlist companies covered in previous issues including $AUBN $BKSC $BSVN $HIFS $PLBC $THVB $TFIN $WAYN Subscribers also have access to all [--] back issues"
X Link 2023-05-31T13:39Z [----] followers, 11.1K engagements

"This quote sums up my thoughts over the last few days reflecting on Charlie's life. I came to admire Charlie and eventually love him for what he brought to life. He was a learning machine and importantly a teaching machine. The world is a better place for having Charlie in it"
X Link 2023-12-01T20:42Z [----] followers, [----] engagements

"A new issue of Watchlist Investing just went out to subscribers. This issue features @mainfreight a logistics co. based in New Zealand with a large presence in Australia and around the 30th largest in the world. It's founder-run and has a 100-year vision. A great addition to the Watchlist https://twitter.com/i/web/status/1753083494027133285 https://twitter.com/i/web/status/1753083494027133285"
X Link 2024-02-01T15:50Z [----] followers, [----] engagements

"One of the most important tables to understand in $BRKA $BRKB's financial statements is the unpaid claims table. It shows the change in claims during the year starting with last years balance. Consistent negative adjustments indicate conservative underwriting practices"
X Link 2024-04-19T15:58Z [----] followers, [----] engagements

"In honor of Charlie the only book that will be sold at this year's $BRKA $BRKB meeting is Poor Charlie's. You can find my book at the Bookworm's main store in Omaha"
X Link 2024-04-23T11:41Z [----] followers, [----] engagements

"$BRKA $BRKB has a lot of cash ($167 billion in total) and it's up a lot since [----]. But as a percentage of Berkshire's total asset's it's only modestly higher at 16% vs. 10% in 2008"
X Link 2024-04-24T15:00Z [----] followers, [----] engagements

"A wonderful reader of my book passed along a previously unseen (at least to me) book by National Indemnity founder Jack Ringwalt. I posted it on The Oracles Classroom for all $BRKA $BRKB scholars to see. Thank you Amit *Its under National Indemnity https://theoraclesclassroom.com/archives/ https://theoraclesclassroom.com/archives/"
X Link 2025-06-11T20:20Z [----] followers, [----] engagements

"BRK Q2 Update by @BRK_Student $BRKA $BRKB https://open.substack.com/pub/watchlistinvesting/p/brk-q2-updater=1o6xus&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/watchlistinvesting/p/brk-q2-updater=1o6xus&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-08-06T17:03Z [----] followers, [----] engagements

"Blue Chip Stamps SEC Files by @BRK_Student $BRKA $BRKB https://open.substack.com/pub/watchlistinvesting/p/blue-chip-stamps-sec-filesr=1o6xus&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/watchlistinvesting/p/blue-chip-stamps-sec-filesr=1o6xus&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-09-17T14:06Z [----] followers, [----] engagements

"What I'm working on for next week's Substack post. $HIFS"
X Link 2025-11-07T21:35Z [----] followers, [----] engagements

"Adam M. Johnson President of Consumer Products Service and Retailing Businesses Johnson assumes this role immediately. Hell continue as CEO of NetJets and oversee [--] of Berkshires businesses in this category. The press release says Johnson will support the outstanding CEOs of our [--] and uphold Berkshires culture and values (read: hell serve as an informed observer and advisor not a centralised command-and-control person). For now Greg will keep direct oversight of industrial products BNSF BRK Energy Pilot and McLane. I suspect that over time well see additional delegation in this manner."
X Link 2025-12-10T20:59Z [----] followers, [---] engagements

"New post on $BKSC coming tomorrow"
X Link 2025-12-16T21:13Z [----] followers, [---] engagements

"Warren Buffett hands Greg Abel the reins tomorrow in the biggest non-event of Berkshire's history. Plus my one lingering question"
X Link 2025-12-31T14:00Z [----] followers, 135K engagements

"Third option for Greg's comp: Buffett's salary. Or better yet $1. This would immediately endear him to shareholders and I think make his job easier in many ways"
X Link 2025-12-31T14:00Z [----] followers, [----] engagements

"I'm 100% behind Greg Abel. This is an exciting time for Berkshire. With over $300 billion of surplus cash and an energetic new CEO shareholders couldnt be in better shape heading into 2026"
X Link 2025-12-31T14:00Z [----] followers, [----] engagements

"Coming tomorrow.an update on $CPRT. Shares are down over a third since the end of 2024"
X Link 2026-01-06T17:45Z [----] followers, [----] engagements

"Abel has his salary set at $25 million. He's worth every penny managing Berkshire's $1T+ assets. And it sets a great example. Simple fair reasonable"
X Link 2026-01-07T01:30Z [----] followers, [----] engagements

"This week's Substack post is on $CPRT. I take a look at a company I previously owned but still keep tabs on. Shares are down over 33% over the past year. Link in bio"
X Link 2026-01-09T15:23Z [----] followers, 14.2K engagements

"We're incredibly lucky to have someone like Powell leading the Fed. Video message from Federal Reserve Chair Jerome H. Powell: https://t.co/5dfrkByGyX https://t.co/O4ecNaYaGH Video message from Federal Reserve Chair Jerome H. Powell: https://t.co/5dfrkByGyX https://t.co/O4ecNaYaGH"
X Link 2026-01-12T16:53Z [----] followers, [----] engagements

"$HIFS quarterly spread continues to widen. NIB deposits +17.7% YoY impressively while keeping overhead flat at 67bps"
X Link 2026-01-26T17:45Z [----] followers, [----] engagements

"Someday perhaps. Still quite a bit of hair on $MED but that's what you have to put up with for cash market cap. The company announced a leadership change earlier this month. I'll have more in my update in tomorrow's Substack. https://t.co/YUqZMHW8Qt Still quite a bit of hair on $MED but that's what you have to put up with for cash market cap. The company announced a leadership change earlier this month. I'll have more in my update in tomorrow's Substack. https://t.co/YUqZMHW8Qt"
X Link 2026-01-27T17:26Z [----] followers, [---] engagements

"Today's Substack is an update on Triumph Financial $TFIN. The company has made important progress amid a trucking industry slump now in its fourth year"
X Link 2026-02-04T19:47Z [----] followers, [---] engagements

"Does anyone have a direct line into @Substack Their customer service has gone down a notch. I'm having a technical issue and the chatbot will only refer it to tech and then drops the chat. It won't get me through to a human. Very frustrating"
X Link 2026-02-04T20:49Z [----] followers, [---] engagements

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