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