Adam Mead is a practicing capital allocator, the CEO and Chief Investment Officer of Mead Capital Management, an investment management business he founded in 2014. He recently published a book, The Complete Financial History of Berkshire Hathaway: A Chronological Analysis of Warren Buffett and Charlie Munger's Conglomerate Masterpiece, which provides a comprehensive and detailed history of Berkshire Hathaway to date. Mr. Mead talks to Guy Spier about the extensive research for his book and shares some valuable lessons that he learned through the process.
Full transcript available here: https://aqfd.docsend.com/view/n7zmwj8y4aj3ea3u
Contents:
Introduction (00:00)
What Has Not Been Written About Berkshire Hathaway (03:41)
Behind the Scenes of the Research Process (15:35)
Insightful Lessons About Businesses (32:36)
Cryptocurrencies: With Them or Against Them? (43:44)
A Future in the Community of Learning and Teaching (51:38)
The Education of a Value Investor