# ![@BRK_Student Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::994383183297896449.png) @BRK_Student Adam J. Mead (Watchlist Investing)

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

### Engagements: [--] [#](/creator/twitter::994383183297896449/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::994383183297896449/c:line/m:interactions.svg)

- [--] Week [-----] -56%
- [--] Month [------] -83%
- [--] Months [-------] +108%
- [--] Year [---------] -50%

### Mentions: [--] [#](/creator/twitter::994383183297896449/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::994383183297896449/c:line/m:posts_active.svg)

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

### Followers: [-----] [#](/creator/twitter::994383183297896449/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::994383183297896449/c:line/m:followers.svg)

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

### CreatorRank: undefined [#](/creator/twitter::994383183297896449/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::994383183297896449/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  61.47% [stocks](/list/stocks)  38.53% [cryptocurrencies](/list/cryptocurrencies)  9.17% [countries](/list/countries)  1.83% [travel destinations](/list/travel-destinations)  0.92%

**Social topic influence**
[$brka](/topic/$brka) #5, [$brkb](/topic/$brkb) #123, [berkshire hathaway](/topic/berkshire-hathaway) #99, [ceo](/topic/ceo) 5.5%, [$med](/topic/$med) #3, [$brk](/topic/$brk) 5.5%, [in the](/topic/in-the) 4.59%, [$hifs](/topic/$hifs) 4.59%, [$tfin](/topic/$tfin) 4.59%, [business](/topic/business) 3.67%

**Top accounts mentioned or mentioned by**
[@brkstudent](/creator/undefined) [@wsj](/creator/undefined) [@lauraalix](/creator/undefined) [@benjaminmoore](/creator/undefined) [@warrenbuffett](/creator/undefined) [@aureliusltd28](/creator/undefined) [@harrimanhouse](/creator/undefined) [@seescandies](/creator/undefined) [@fintool](/creator/undefined) [@nvenergy](/creator/undefined) [@neckarvalue](/creator/undefined) [@rationalwalk](/creator/undefined) [@ney123456789](/creator/undefined) [@colarion](/creator/undefined) [@bonhoefferkds](/creator/undefined) [@fridadracula](/creator/undefined) [@redcross](/creator/undefined) [@beckyquick](/creator/undefined) [@focusedcompound](/creator/undefined) [@chrisbloomstran](/creator/undefined)

**Top assets mentioned**
[Berkshire Hathaway Inc. (BRK.A)](/topic/$brka) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [MediBloc (MED)](/topic/$med) [Samsunspor Fan Token (SAM)](/topic/$sam) [BrightView Holdings, Inc. Common Stock (BV)](/topic/$bv) [Copart, Inc. (CPRT)](/topic/$cprt) [Snap, Inc. (SNAP)](/topic/snap-inc) [Oxygen (OXY)](/topic/$oxy) [Saia, Inc. (SAIA)](/topic/$saia) [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [Noble Corporation (NE)](/topic/$ne) [Anheuser-Busch INBEV SA/NV (BUD)](/topic/$bud) [Molson Coors Beverage Co Class B (TAP)](/topic/$tap)
### Top Social Posts
Top posts by engagements in the last [--] hours

"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](https://x.com/BRK_Student/status/2009006331928133780)  2026-01-07T20:56Z [----] followers, 13.8K 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](https://x.com/BRK_Student/status/2013702573719519437)  2026-01-20T19:58Z [----] followers, [----] 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](https://x.com/BRK_Student/status/1998860137969365235)  2025-12-10T20:59Z [----] followers, [----] engagements


"Tomorrow's post is on BrightView Holdings $BV"  
[X Link](https://x.com/BRK_Student/status/2011132082798342214)  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](https://x.com/BRK_Student/status/2011437573910958488)  2026-01-14T13:57Z [----] 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](https://x.com/anyuser/status/1629476978117033984)  2023-02-25T13:42Z [----] followers, 110.7K engagements


"Buffett / Munger influence here at the Omaha airport. (Nicely done @fintool )"  
[X Link](https://x.com/anyuser/status/1918050317842731193)  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](https://x.com/anyuser/status/1918791558247370812)  2025-05-03T22:15Z [----] followers, 50.2K 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](https://x.com/BRK_Student/status/2014021421572510073)  2026-01-21T17:05Z [----] followers, [----] engagements


"Check out my latest Substack post to download over [----] pages of rare $BRKA $BRKB material"  
[X Link](https://x.com/BRK_Student/status/1968315771089719396)  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](https://x.com/BRK_Student/status/1998860148710989941)  2025-12-10T20:59Z [----] followers, [---] engagements


"December [--] 2013: $BRKA $BRKB acquired @NVEnergy for $5.6 billion"  
[X Link](https://x.com/BRK_Student/status/2001758797585605112)  2025-12-18T20:57Z [----] 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](https://x.com/BRK_Student/status/2001758154871263520)  2025-12-18T20:55Z [----] 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](https://x.com/BRK_Student/status/2016200787374887358)  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](https://x.com/BRK_Student/status/2016543412447515042)  2026-01-28T16:06Z [----] followers, [---] engagements


"Updates on $HIFS and $MED in today's Substack post"  
[X Link](https://x.com/BRK_Student/status/2016544723779899532)  2026-01-28T16:11Z [----] followers, [----] engagements


"Annual volume and margins of the worldwide players (plus $SAM which I did a deep dive on back in Sept.). BUD is the clear standout"  
[X Link](https://x.com/BRK_Student/status/1506694414965608456)  2022-03-23T18:08Z [----] followers, [--] engagements


"The latest issue of just went out to paid subscribers. This issue features $68 million #smallcap bank $WAYN. http://watchlistinvesting.com http://watchlistinvesting.com"  
[X Link](https://x.com/BRK_Student/status/1539268596202864646)  2022-06-21T15:26Z [----] followers, [--] engagements


"$WAYN #banks #microcaps #nanocap https://watchlistinvesting.substack.com/p/75-wayn-an-interesting-bank-turnaroundutm_source=twitter&sd=pf https://watchlistinvesting.substack.com/p/75-wayn-an-interesting-bank-turnaroundutm_source=twitter&sd=pf"  
[X Link](https://x.com/BRK_Student/status/1539706596300914689)  2022-06-22T20:27Z [----] followers, [--] engagements


"@WarrenBuffett $BRKA $BRKB https://watchlistinvesting.substack.com/p/79-warren-buffetts-advice-for-a-cleanutm_source=twitter&sd=pf https://watchlistinvesting.substack.com/p/79-warren-buffetts-advice-for-a-cleanutm_source=twitter&sd=pf"  
[X Link](https://x.com/BRK_Student/status/1559913059023568896)  2022-08-17T14:40Z [----] followers, [--] engagements


"$BRK $BRKA $BRKB https://watchlistinvesting.substack.com/p/80-here-is-how-much-warren-buffettutm_source=twitter&sd=pf https://watchlistinvesting.substack.com/p/80-here-is-how-much-warren-buffettutm_source=twitter&sd=pf"  
[X Link](https://x.com/BRK_Student/status/1561733807325282305)  2022-08-22T15:15Z [----] followers, [--] engagements


"84: Buffett On Compensation Plans (2004) by @BRK_Student $BRKA $BRKB $BRK https://watchlistinvesting.substack.com/p/84-buffett-on-compensation-plansr=fvfqy&s=w&utm_campaign=post&utm_medium=web https://watchlistinvesting.substack.com/p/84-buffett-on-compensation-plansr=fvfqy&s=w&utm_campaign=post&utm_medium=web"  
[X Link](https://x.com/BRK_Student/status/1574419297925009409)  2022-09-26T15:23Z [----] followers, [--] engagements


"Happy to report that now features annual reports from ITT LTV Gulf & Western Teledyne and Litton along with some other goodies. Thanks to @NeckarValue for prodding me to share some of the treasures I found while writing my book. $BRK $BRKA $BRKB http://theoraclesclassroom.com http://theoraclesclassroom.com"  
[X Link](https://x.com/BRK_Student/status/1574829975487877184)  2022-09-27T18:34Z [----] followers, [--] engagements


"I'd love to see Greg put most of his $870 million spoils from Berkshire Hathaway Energy into $BRKA $BRKB stock. $70mm is a good start"  
[X Link](https://x.com/BRK_Student/status/1578104837551849472)  2022-10-06T19:28Z [----] followers, [--] engagements


"$BRKB should benefit from a hardening market. Jain would be willing to write a ton of premium if priced right. Heard on the Street: A retreat from catastrophe bonds or a major repricing of them could further improve pricing dynamics for reinsurance @WSJ https://www.wsj.com/articles/rising-rates-could-help-reinsurers-better-price-climate-risk-11664991563st=b9t9mtkzfs1v0h1 https://www.wsj.com/articles/rising-rates-could-help-reinsurers-better-price-climate-risk-11664991563st=b9t9mtkzfs1v0h1"  
[X Link](https://x.com/BRK_Student/status/1578120253544042496)  2022-10-06T20:29Z [----] followers, [--] engagements


"@rationalwalk Dealing with this right now. Do I sell some $BRKB to buy another attractive opportunity"  
[X Link](https://x.com/BRK_Student/status/1578392940627591168)  2022-10-07T14:32Z [----] followers, [--] engagements


"@ney123456789 I've written about a couple including $WAYN below and $CRL.LON as deep dives. Any particular companies/industries https://open.substack.com/pub/watchlistinvesting/p/75-wayn-an-interesting-bank-turnaroundr=fvfqy&utm_campaign=post&utm_medium=web https://open.substack.com/pub/watchlistinvesting/p/75-wayn-an-interesting-bank-turnaroundr=fvfqy&utm_campaign=post&utm_medium=web"  
[X Link](https://x.com/BRK_Student/status/1585644560675282944)  2022-10-27T14:48Z [----] followers, [--] engagements


"@LauraAlix Thanks now I do too You're right it isn't terrible"  
[X Link](https://x.com/BRK_Student/status/1587156063949815813)  2022-10-31T18:54Z [----] followers, [--] engagements


"3/ Float was $150bn up $3bn from year-end. Berkshire repurchased $1.05 billion of shares in the third quarter bringing the total YTD to $5.25bn"  
[X Link](https://x.com/BRK_Student/status/1588875794373566464)  2022-11-05T12:48Z [----] followers, [--] engagements


"4/ Cash (ex. rail/BHE) was $105bn up slightly from the $101bn held at the end of Q2"  
[X Link](https://x.com/BRK_Student/status/1588875796277788672)  2022-11-05T12:48Z [----] followers, [--] engagements


"The piece about $THVB quality of earnings is worth the read. 5Pts March: How Not to Lose Money by @colarion https://open.substack.com/pub/fivepoint/p/5pts-march-how-not-to-lose-moneyr=1o6xus&utm_campaign=post&utm_medium=email https://open.substack.com/pub/fivepoint/p/5pts-march-how-not-to-lose-moneyr=1o6xus&utm_campaign=post&utm_medium=email"  
[X Link](https://x.com/BRK_Student/status/1633643592827666433)  2023-03-09T01:39Z [----] followers, [----] engagements


"Didn't see this accounting coming. Pilot Flying J included not in MSR business but the railroad utilities and energy segment. $BRK"  
[X Link](https://x.com/BRK_Student/status/1655165245898342400)  2023-05-07T10:58Z [----] followers, [----] engagements


"@LauraAlix I'm scheduled to give power red tomorrow"  
[X Link](https://x.com/BRK_Student/status/1745581555521565057)  2024-01-11T23:00Z [----] followers, [--] engagements


"Check your inboxes. An update on Heineken just went out to Watchlist Deep Dives subscribers $HEIO $HKHHY"  
[X Link](https://x.com/BRK_Student/status/1760627601524273527)  2024-02-22T11:28Z [----] followers, [----] engagements


"@Bonhoeffer_KDS @fridadracula What does that look like in practice Derivative hedges Match funding"  
[X Link](https://x.com/BRK_Student/status/1766414784793112821)  2024-03-09T10:44Z [----] followers, [---] engagements


"@Aureliusltd28 I own $TFIN. I think these simple metric measures miss a lot of the nuance below the surface. So much the better for those who do their homework"  
[X Link](https://x.com/BRK_Student/status/1767547199028674909)  2024-03-12T13:44Z [----] followers, [---] engagements


"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 [--] years ago a similar project failed to commercialize zinc recovery. Let's hope better technology saves the day"  
[X Link](https://x.com/BRK_Student/status/1799085799331561664)  2024-06-07T14:27Z [----] followers, [----] engagements


"Two more units on the board (Power Red). Nearing [--] gallons @RedCross @LauraAlix"  
[X Link](https://x.com/BRK_Student/status/1800616321954009425)  2024-06-11T19:49Z [----] followers, [----] engagements


"PSA to the business press: You need to deduct UST payables to get the correct amount of cash. The correct value this quarter is $328bn NOT $347bn (ex rail/energy) $brka $brkb @BeckyQuick"  
[X Link](https://x.com/BRK_Student/status/1918981523677564949)  2025-05-04T10:50Z [----] followers, [----] engagements


"Boston Beer (SAM) Q2 Update by @BRK_Student $SAM https://open.substack.com/pub/watchlistinvesting/p/boston-beer-sam-q2-updater=1o6xus&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/watchlistinvesting/p/boston-beer-sam-q2-updater=1o6xus&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"  
[X Link](https://x.com/BRK_Student/status/1955722700522938746)  2025-08-13T20:06Z [----] followers, [---] engagements


"Heartland Express (HTLD) Q2 Update by @BRK_Student $HTLD https://open.substack.com/pub/watchlistinvesting/p/heartland-express-htld-q2-updater=1o6xus&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/watchlistinvesting/p/heartland-express-htld-q2-updater=1o6xus&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/BRK_Student/status/1958230918025433591)  2025-08-20T18:13Z [----] followers, [----] engagements


"Triumph Financial: What's New by @BRK_Student $TFIN https://open.substack.com/pub/watchlistinvesting/p/triumph-financial-whats-newr=1o6xus&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/watchlistinvesting/p/triumph-financial-whats-newr=1o6xus&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/BRK_Student/status/1970851594578067657)  2025-09-24T14:03Z [----] followers, [----] engagements


"Old Dominion & Saia Update by @BRK_Student $ODFL $SAIA https://open.substack.com/pub/watchlistinvesting/p/old-dominion-and-saia-updater=1o6xus&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/watchlistinvesting/p/old-dominion-and-saia-updater=1o6xus&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/BRK_Student/status/1973373647420268778)  2025-10-01T13:05Z [----] followers, [----] engagements


"River City Bank: First Look by @BRK_Student $RCBC https://open.substack.com/pub/watchlistinvesting/p/river-city-bank-first-lookr=1o6xus&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/watchlistinvesting/p/river-city-bank-first-lookr=1o6xus&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/BRK_Student/status/1978475312074879262)  2025-10-15T14:57Z [----] followers, [---] engagements


"Triumph Financial Q3 Update by @BRK_Student $TFIN https://open.substack.com/pub/watchlistinvesting/p/triumph-financial-q3-updater=1o6xus&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/watchlistinvesting/p/triumph-financial-q3-updater=1o6xus&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/BRK_Student/status/1981000744045343135)  2025-10-22T14:12Z [----] followers, [---] engagements


"$SAM https://watchlistinvesting.substack.com/p/boston-beer-sam-q3-updater=1o6xus https://watchlistinvesting.substack.com/p/boston-beer-sam-q3-updater=1o6xus"  
[X Link](https://x.com/BRK_Student/status/1983622989481759083)  2025-10-29T19:52Z [----] followers, [----] engagements


"Hingham Savings (HIFS) Q3 Update by @BRK_Student $HIFS https://open.substack.com/pub/watchlistinvesting/p/hingham-savings-hifs-q3-updater=1o6xus&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/watchlistinvesting/p/hingham-savings-hifs-q3-updater=1o6xus&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/BRK_Student/status/1988615317816234360)  2025-11-12T14:30Z [----] followers, [----] engagements


"Working on an update to Medifast $MED this week. An interesting net-net with a highly variable cost structure"  
[X Link](https://x.com/BRK_Student/status/1990506293002711253)  2025-11-17T19:44Z [----] followers, [----] engagements


"Link in bio. $MED #ValueInvesting #netnet"  
[X Link](https://x.com/BRK_Student/status/1991161935618871464)  2025-11-19T15:09Z [----] followers, [---] engagements


"Heartland Express $HTLD operating ratios"  
[X Link](https://x.com/BRK_Student/status/1995928645580533913)  2025-12-02T18:50Z [----] followers, [----] engagements


"Big news from Berkshire this morning about leadership changes. Greg is wasting no time. The most consequential is the retirement of CFO Marc Hamburg perhaps the most underappreciated person from the outside looking in. I think we'll see a Marmon-like structure around the non-insurance businesses with presidents of divisions (like the new one today). Marmon has [--] operating divisions. Also new: a general counsel position by a Munger Tolles Olsen alum. Ted Weschler will likely take over Todd's investment portfolio and play a bigger role in investments going forward. #BRKA #BRKB"  
[X Link](https://x.com/BRK_Student/status/1998035703406403635)  2025-12-08T14:23Z [----] followers, 21.6K engagements


"Big News The 2nd Edition of The Complete Financial History of Berkshire Hathaway is available to pre-order The book brings $BRK history current with [-----] words of new material covering important major events over the past half-decade including the maturing Apple investment the pandemic Berkshires Japanese investments its acquisition of Alleghany the spicy story of the Pilot saga share repurchases and much more. Here's how to pre-order:"  
[X Link](https://x.com/BRK_Student/status/1998462192010567985)  2025-12-09T18:38Z [----] followers, 441.4K engagements


"Amazon: Barnes & Noble: Harriman House: Also available at other major bookstores. Delivery in April [----]. https://harriman-house.com/authors/adam-j-mead/the-complete-financial-history-of-berkshire-hathaway-2nd-ed/9781804093832 https://www.barnesandnoble.com/w/the-complete-financial-history-of-berkshire-hathaway-2nd-ed-adam-j-mead/1148522951ean=9781804093825 https://amzn.to/49ZU1pB https://harriman-house.com/authors/adam-j-mead/the-complete-financial-history-of-berkshire-hathaway-2nd-ed/9781804093832"  
[X Link](https://x.com/BRK_Student/status/1998462477105852662)  2025-12-09T18:39Z [----] followers, [----] engagements


"Fun fact: While most people think of Buffetts tenure starting in May [----] when he took control he was officially named CEO in [----]. Ken Chase served as president (effectively CEO) before that time. In any case its a LONG time"  
[X Link](https://x.com/BRK_Student/status/2006364768014307821)  2025-12-31T14:00Z [----] followers, [---] engagements


"What would Charlie Munger say I think he's say this handoff is a non-event. Greg has been a vice chairman since [----] "the" successor since Charlie outed it in [----] and given more and more responsibility over the years. The transition has been happening right in front of us"  
[X Link](https://x.com/BRK_Student/status/2006364769553732035)  2025-12-31T14:00Z [----] followers, [---] engagements


"My one remaining question: What will Greg be paid I see three options: [--]. Fixed salary: As CEO of one of the largest businesses on the planet Greg would easily command (and deserve) a $50 million annual salary or more. The board with Buffetts input as Chair might set an annual salary and leave it at that. https://twitter.com/i/web/status/2006364771134689546 https://twitter.com/i/web/status/2006364771134689546"  
[X Link](https://x.com/BRK_Student/status/2006364771134689546)  2025-12-31T14:00Z [----] followers, [---] engagements


"Why are value investors such a happy lot [--]. Confidence that fundamentals win in the end [--]. Lots of time spent learning/piecing together puzzles [--]. Wonderful and generous industry colleagues"  
[X Link](https://x.com/anyuser/status/1478708915873501188)  2022-01-05T12:44Z [----] followers, [--] engagements


"By my math Alleghany $Y has $13.1 billion of float. That means $BRKA is paying 0.89x float. And when you consider the deal will close at the end of [----] price/book is probably closer to 1.15x. Go Warren"  
[X Link](https://x.com/anyuser/status/1505977742701039627)  2022-03-21T18:40Z [----] followers, [---] engagements


"Today marks [--] years since @WarrenBuffett took control of $BRKA"  
[X Link](https://x.com/anyuser/status/1524119526488821760)  2022-05-10T20:09Z [----] 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](https://x.com/anyuser/status/1582055969315774464)  2022-10-17T17:08Z [----] 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](https://x.com/anyuser/status/1588884956272791552)  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](https://x.com/anyuser/status/1591431167269822466)  2022-11-12T14:02Z [----] 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](https://x.com/anyuser/status/1756023369416290678)  2024-02-09T18:32Z [----] 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](https://x.com/anyuser/status/1828822168525811773)  2024-08-28T15:49Z [----] followers, 29K 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](https://x.com/anyuser/status/1914755723294015925)  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](https://x.com/anyuser/status/1919367088067510535)  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](https://x.com/anyuser/status/1378070982632570885)  2021-04-02T19:45Z [----] followers, [--] engagements


"*Almost* like being there"  
[X Link](https://x.com/anyuser/status/1388546991819575297)  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](https://x.com/anyuser/status/1482106194353434624)  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](https://x.com/anyuser/status/1487178712370102273)  2022-01-28T21:40Z [----] followers, [--] engagements


"No these board fees aren't in 000's. $BRKA $BRKB #berkshirehathaway"  
[X Link](https://x.com/anyuser/status/1503421496169017345)  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](https://x.com/BRK_Student/status/1506694122324865028)  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](https://x.com/anyuser/status/1521493869728354307)  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](https://x.com/anyuser/status/1542296937701036034)  2022-06-30T00:00Z [----] followers, [--] engagements


"Death of equities @WSJ"  
[X Link](https://x.com/anyuser/status/1548130359979565057)  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](https://x.com/BRK_Student/status/1578439559633072128)  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](https://x.com/BRK_Student/status/1578439561436225536)  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](https://x.com/anyuser/status/1588875792376680448)  2022-11-05T12:48Z [----] followers, [--] engagements


"Best books to learn accounting for the new value investor Textbooks or otherwise"  
[X Link](https://x.com/anyuser/status/1593031166222704640)  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](https://x.com/anyuser/status/1593719327114596352)  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](https://x.com/anyuser/status/1595757625156812800)  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](https://x.com/anyuser/status/1630648008189550595)  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](https://x.com/anyuser/status/1646882265807441921)  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](https://x.com/anyuser/status/1656298752066420738)  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](https://x.com/anyuser/status/1656598442351681537)  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](https://x.com/BRK_Student/status/1663903028255096837)  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](https://x.com/anyuser/status/1730688913042231552)  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](https://x.com/BRK_Student/status/1753083494027133285)  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](https://x.com/anyuser/status/1781351658120687977)  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](https://x.com/anyuser/status/1782736464800870446)  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](https://x.com/anyuser/status/1783148899542122562)  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](https://x.com/anyuser/status/1932895847659848042)  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](https://x.com/BRK_Student/status/1953139888087265302)  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](https://x.com/BRK_Student/status/1968315550574202905)  2025-09-17T14:06Z [----] followers, [----] engagements


"What I'm working on for next week's Substack post. $HIFS"  
[X Link](https://x.com/BRK_Student/status/1986910352978616610)  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](https://x.com/BRK_Student/status/1998860147150430500)  2025-12-10T20:59Z [----] followers, [---] engagements


"New post on $BKSC coming tomorrow"  
[X Link](https://x.com/BRK_Student/status/2001038045013790924)  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](https://x.com/BRK_Student/status/2006364765468381279)  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](https://x.com/BRK_Student/status/2006364774066786608)  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](https://x.com/BRK_Student/status/2006364775643811904)  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](https://x.com/BRK_Student/status/2008595910339756397)  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](https://x.com/BRK_Student/status/2008712872747282737)  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](https://x.com/BRK_Student/status/2009647187404460243)  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](https://x.com/BRK_Student/status/2010757054017761627)  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](https://x.com/BRK_Student/status/2015843658281398742)  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](https://x.com/BRK_Student/status/2016201135653077162)  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](https://x.com/BRK_Student/status/2019135765343551911)  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](https://x.com/BRK_Student/status/2019151341956788600)  2026-02-04T20:49Z [----] followers, [---] engagements

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