Investing by the Books #33 Adam Mead: The Complete Financial History of Berkshire Hathaway

Investing By The Books

2022-10-17

22:15

Adam Mead is the CEO and CIO at Mead Capital Management and author of 'The Complete Financial History of Berkshire Hathaway'. The book sits at 700+ pages, making it one of the most comprehensive accounts of Warren Buffett’s creation to date. In the episode, we discuss successful capital allocation, accounting as the language of business, and why Berkshire should not be split up.

Eddie Palmgren

Niklas Sävås

Episode Notes

We welcome all suggestions of interesting authors, books, investors, and voracious readers. Follow the podcast and connect with us on Twitter.
The episode was recorded on September 7, 2022.

Books Mentioned

  • The Complete Financial History of Berkshire Hathaway – Adam Mead
  • The Warren Buffett Way – Robert Hagstrom
  • Poor Charlie’s Almanack – Peter Kaufman
  • Seeking Wisdom – Peter Bevelin
  • Leonardo da Vinci – Walter Isaacson
  • Manias, Panics, and Crashes – Charles Kindleberger

Companies Mentioned

  • Berkshire Hathaway
  • National Indemnity
  • Geico
  • Apple
  • The Washington Post
  • Scott Fetzer
  • Berkshire Hathaway Energy
  • BNSF
  • See’s Candies
  • Markel Capital
  • Alleghany Corporation
  • Fairfax
  • Boston Beer Company
  • Heineken
  • Anheuser-Busch Inbev
  • Jack Henry
  • Fastenal

More on Adam

Mead Capital Management – https://meadcm.com/

The Oracle’s Classroom – https://theoraclesclassroom.com/

Twitter – https://twitter.com/BRK_Student

Book recommendations – https://theoraclesclassroom.com/books/

Watchlist Investing (10% discount with code Redeye) – https://watchlistinvesting.com/

What is Investing by the Books?

Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis.

Visit the website

Follow on Twitter

What is Redeye?

Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Learn more about Redeye

Disclaimer

Notice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit https://www.redeye.se/about-us/governance

Subscribe

About the podcast

Welcome to Investing by the Books podcast!

Through life and investing, we believe books are an excellent source to better understand oneself, other investors, and the world. Our podcast could be valuable if you:

  • Want to improve as an investor and person
  • Want inspiration for what to read next
  • Struggle to read as much as you want
  • Want more insights from the authors

In the podcast, our ambition is to educate sophisticated and aspiring investors. We want to convey timeless knowledge through deep conversations with authors and other guests.

For us, investing is a multidisciplinary art and craft. The content includes Behavioral Finance, Business, Economics, Equity Investing, Finance, and Surrounding Knowledge.

To improve the podcast, we really appreciate your feedback, so please rate and review us! Do you have questions for our guests, book suggestions, or feedback? Follow us and get in touch at:

Previous episodes

All Episodes