In this episode Sam interviews Adam Mead (Twitter - @BRK_Student), author of The Complete Financial History of Berkshire Hathaway: A Chronological Analysis of Warren Buffett and Charlie Munger's Conglomerate Masterpiece.

Adam Mead is CEO and Chief Investment Officer of Mead Capital Management, LLC, a value-focused New Hampshire-based Registered Investment Advisor he founded in 2014. He’s also the founder of WatchlistInvesting.com, a monthly research newsletter focusing on quality companies.

Adam spent over a decade in banking in commercial credit and 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, Adam is on the board of three local non-profit organizations.

Adam has been covered by Business Insider and the Wall Street Journal.

In this episode we discuss Pennon, Johnson Matthey, B&M, Intertek, Bloomsbury Publishing & Fiverr.

$bmy $bme $jmat $pnn $itrk $fvrr

In this episode we discuss Royal Mail, Cranswick, Vodafone, Britvic, Future & Alibaba. We also discuss the recent downturn in the cryptocurrency markets at the end.

$bvic $vod $rmg $cwk $futr $baba

In this episode we discuss Brewin Dolphin, BT, Compass Group, Burberry, Airtel Africa & Disney.

$brw $bt $cpg $brby $aaf $dis

In this episode we discuss Boohoo, Novo Nordisk, Deutsch Post, Trainline, Anheuser-Busch InBev & Peloton.

$dpw $boo $abi $novo $trn $pton

In this episode we discuss AstraZenica, GlaxoSmithKline, Whitbread, Standard Chartered, IWG & Spotify. There is also a book review of The Defensive Value Investor by John Kingham at the end.

$azn $gsk $wtb $stan $iwg $spot

In this episode we discuss Tesco, Associated British Foods, JD Sports, British American Tobacco, Imperial Brands & Netflix. 

There is also a book review of The Snowball by Alice Schroeder at the end.

$tsco $abf $jd $bat $imb $nflx

In this episode Sam interviews Conor at Occasio Capital, better known by his Twitter handle @investmenttalkk. Since Conor started investing he has delivered returns of 118% vs 41% for the S&P 500. In addition, Conor runs an investment newsletter with over 5,000 subscribers. Conor has a masters in economics and has previously worked as an analyst.

Sam and Connor discuss a range of topics including allocation, diversification, position sizing and lots more. The stocks discussed include PayPal, Facebook, Twitter, Pinterest, Etsy, GoDaddy, and plenty of others.