Private Investment Coaching
Become a more confident, capable investor.
Fully customized, one-on-one coaching built around your own watchlist, not a canned curriculum.
For self-directed investors, business owners, and professionals who want to sharpen how they research and decide.
Schedule a Free Introductory CallNot ready to schedule a call? Have a question first?
Email me: adam@watchlistinvesting.com
WHO THIS IS FOR
- You already invest on your own but want a more rigorous process.
- You read 10-Ks and annual reports but want to get better at synthesizing what matters.
- You want feedback on your actual work, not generic investing lessons.
- You want structure and accountability to keep improving.
- Whether you're newer or experienced, you're motivated to learn and serious about getting better.
WHAT YOU GET
- A 10-session one-on-one program built around your companies and watchlist
- Direct feedback on your research, valuation, and investment reasoning.
- Hands-on help with idea generation, company research, modeling, watchlist construction, valuation, and portfolio decisions
- Assignments and readings tailored to what you need next
- My templates, frameworks, and process
- Recordings and transcripts of each session, so you can revisit the work anytime.
COURSE + COACHING
Already enrolled in the course?
- Apply the full cost of the course toward private coaching.
- Private coaching includes full access to the course at no additional cost.
Client story
Paul wanted to refine his approach and push his analysis to the next level with a one-on-one coach.
Paul — Experienced Investor & CPA
Start with a Free introductory call.
We'll talk through where you are as an investor, what you're working on, and whether the program is a fit. No obligation.
Schedule A Free Introductory CallWhy it's different
Built around your watchlist, not a syllabus.
This isn't a standardized course delivered to a group. Every session is customized to the companies you're already researching, one-on-one, with direct feedback on your thinking and your models. The goal is simple: help you become a more capable, independent investor.
Client story
Dev gained important insights to his own industry and increased his confidence to find, evaluate, and value stocks.
Dev — Businessman and Investor
Client story
Travis wanted to learn best practices, study public companies in his industry, and apply those lessons to his own business.
Travis — Novice Investor & Business Owner
About Your Coach - Adam Mead
Adam has over 20 years of investing experience. He is CEO and CIO of Mead Capital Management LLC, a registered investment advisor, and founder of Watchlist Investing LLC. He is the author of The Complete Financial History of Berkshire Hathaway.
Adam has been featured in The Wall Street Journal, Fortune, Business Insider, Market Watch, and other publications.
More Client Stories
For experienced investors who want a deeper research process
“Now I have so many new tools to take a look at a company.” - Misha
For investors with a foundation who want to go deeper into value investingÂ
“I would recommend this coaching program to anyone who already has a good basis of investing.” - Raf
For investors who want to accelerate their learning and avoid mistakes
“Working with you really helped accelerate my speed of learning and hopefully helps avoid some mistakes that I might have made on my own.” - Sam
Start with a no-cost introductory call.
We'll talk through where you are as an investor, what you're working on, and whether the program is a fit. No obligation.
Schedule A Free Introductory CallThis program is offered by Watchlist Investing, LLC and is educational in nature. While we will discuss real-world companies and publicly traded stocks, nothing should be considered investment advice or an offer to buy or sell securities. Neither Watchlist Investing, LLC nor any of its principals or employees are responsible for any financial loss or damages resulting from reliance on the content presented.
© Watchlist Investing LLC
