Subject: BRK Deep Dive by Adam Mead
https://open.substack.com/pub/...

I enjoyed this thoughtful and free Berkshire Deep Dive and learned a few things and had his conservative sum of parts breakdown and I.V. He will be speaking at the Gabelli and VALUEx sub-meetings in Omaha this Friday. I always find his comments very thoughtful and he has been approachable as well.

His book is terrific as well for those interested in the historical financial analysis of Berkshire and even goes back to the pre-Buffett era. It was a 5 year project!