Talking Billions with Bogumil Baranowski

Adam Mead: Discussing the Art of Investing: Berkshire, Buffett, Munger, Investing and Running & Investment Firm


Listen Later

My guest today is Adam Mead — he is a professional investor, founder of Mead Capital Management, and the author of a wonderful book, **The Complete Financial History of Berkshire Hathaway: A Chronological Analysis of Warren Buffett and Charlie Munger's Conglomerate Masterpiece.** He was on Talking Billions over a year ago, and he returns to talk about Berkshire, Buffett, Munger, investing, running an investment firm, and so much more.

Adam J. Mead is a life-long student of business and capital allocation.

He is the CEO and Chief Investment Officer of Mead Capital Management, LLC. Adam is also the founder of watchlistinvesting.com, a value investing newsletter.

Adam spent over a decade in banking in commercial credit, including observing first-hand the aftereffects of the Great Recession and the long credit expansion afterward.

Adam has been investing in public securities markets since 2004. He owned two small businesses (non-financial) during college, and grew up in a family of small business owners. In addition to managing assets for his clients at Mead Capital, he is involved with numerous local non-profit organizations.

Adam holds a Master of Business Administration from Southern New Hampshire University, from which he graduated Summa Cum Laude in 2013. Previously he graduated Summa Cum Laude from Southern New Hampshire University in 2008 with an undergraduate degree in Business Studies and a Minor in Economics.

Twitter: @BRK_Student

LinkedIn: https://www.linkedin.com/in/adam-j-mead-ab621822/

YouTube: https://www.youtube.com/channel/UCzKKNwxRUKekpN1id4QVyHg

Blog:

http://www.theoraclesclassroom.com

Newsletter:

http://watchlistinvesting.com


Takeaways

  • Attending Berkshire Hathaway's annual meetings creates a sense of community and reminds investors of the principles and values they follow.

  • Treating shareholders with respect and recognizing their importance is a key aspect of running a successful business.

  • Investing is driven by curiosity and a desire to understand how the world works.

  • Managing other people's money is a responsibility that requires empathy, understanding, and the ability to address clients' behavioral challenges.

  • Resilience is important in investing, and it can be developed through experience and a deep understanding of the businesses in which one invests.

  • Running an investment firm involves a range of responsibilities, from attracting and retaining clients to navigating regulatory requirements.

  • Starting an investment firm involves navigating regulatory requirements and making decisions about fee structures and operational processes.

  • Building relationships with clients and earning their trust is crucial in the client-advisor dynamic.

  • Staying small as a firm can offer advantages such as flexibility and the ability to focus on high-value activities.

  • Podcast Program – Disclosure Statement

    Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

    Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed. 

    Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.  Past performance is not indicative of future performance.

    ...more
    View all episodesView all episodes
    Download on the App Store

    Talking Billions with Bogumil BaranowskiBy Bogumil Baranowski

    • 5
    • 5
    • 5
    • 5
    • 5

    5

    15 ratings


    More shows like Talking Billions with Bogumil Baranowski

    View all
    We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

    We Study Billionaires - The Investor’s Podcast Network

    3,371 Listeners

    The Meb Faber Show - Better Investing by The Idea Farm

    The Meb Faber Show - Better Investing

    923 Listeners

    Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

    Capital Allocators – Inside the Institutional Investment Industry

    813 Listeners

    Focused Compounding by Andrew Kuhn and Geoff Gannon

    Focused Compounding

    274 Listeners

    Chit Chat Stocks by Chit Chat Stocks

    Chit Chat Stocks

    172 Listeners

    The Acquirers Podcast by Tobias Carlisle

    The Acquirers Podcast

    301 Listeners

    The Intrinsic Value Podcast - The Investor’s Podcast Network by The Investor's Podcast Network

    The Intrinsic Value Podcast - The Investor’s Podcast Network

    551 Listeners

    Excess Returns by Excess Returns

    Excess Returns

    68 Listeners

    Value Hive Podcast by Brandon Beylo

    Value Hive Podcast

    88 Listeners

    Chai with Pabrai by Mohnish Pabrai

    Chai with Pabrai

    78 Listeners

    The Memo by Howard Marks by Oaktree Capital Management

    The Memo by Howard Marks

    411 Listeners

    Yet Another Value Podcast by Andrew Walker

    Yet Another Value Podcast

    99 Listeners

    The Business Brew by Bill Brewster

    The Business Brew

    243 Listeners

    Behind the Balance Sheet by Stephen Clapham, Behind the Balance Sheet

    Behind the Balance Sheet

    44 Listeners

    Joys of Compounding by Colossus | Investing & Business Podcasts

    Joys of Compounding

    89 Listeners