Articles | The Rational Walk

This page displays a full listing of all articles published on The Rational Walk.

2022 • 2021 • 2020 • 2019 • 2018 • 2017 • 2016 • 2015 • 2014 • 2013 • 2012 • 2011 • 2010 • 2009

2022 (2)

01/19/2022 | The Anchoring Effect
01/03/2022 | The Futility of Hatred

2021 (13)

12/14/2021 | The Revolution That Wasn’t
12/09/2021 | James Madison: America’s First Politician
09/13/2021 | Remembering September 11, 2001
06/17/2021 | Pounds of Salt: The Fed’s Epistemic Arrogance
06/10/2021 | The Limits of an Inner Scorecard
05/11/2021 | Berkshire’s CEO Succession: A Brief Look at Incentives
04/06/2021 | Musings From a Coffee Shop
03/20/2021 | Goldman’s Infamous Boot Camp
03/08/2021 | The Price of Misery
03/06/2021 | What We Have Lost
03/05/2021 | The Use of Letters
02/08/2021 | Cultivating Habits in Good Soil
01/19/2021 | The Crazy Election of 1800

2020 (37)

12/28/2020 | Reward and Punishment Superresponse Tendency
12/23/2020 | The Case for U.S. Savings Bonds
10/11/2020 | The Psychology of Money
08/31/2020 | The Illusion of Control
08/15/2020 | The Power of Morning Pages
08/07/2020 | Going the Distance
08/03/2020 | Deprival-Superreaction Tendency
07/27/2020 | Berkshire Hathaway’s Great Transformation
07/20/2020 | Lighthouse: Women Leading the Way in Finance
07/13/2020 | Buffett’s SEC Filing Implies Repurchases
07/07/2020 | The Irrational Tax Trap
06/29/2020 | The Buffalo News: From Butler to Buffett
06/22/2020 | Summer Book Recommendations for 2020
06/12/2020 | The Evolution of Robert Moses
06/08/2020 | What’s Your Magic Number?
06/01/2020 | The Joys of Compounding
05/26/2020 | Man’s Search for Meaning
05/19/2020 | The Song Remains the Same
05/12/2020 | Farnam Street’s Great Mental Models, Volume 2
05/04/2020 | The Psychology of Masks
04/28/2020 | Berkshire Hathaway Annual Meeting Questions
04/21/2020 | Thoughts on Berkshire’s Deployable Cash
04/12/2020 | The Great Influenza of 1918
04/06/2020 | The World Has No Pause Button
03/30/2020 | The Genius Behind Apple’s Greatest Products
03/22/2020 | Berkshire Hathaway and the Coronavirus Crash
03/15/2020 | The Surreal Weekend
03/09/2020 | Coping With Market Meltdowns II
03/01/2020 | Thoughts on the Coronavirus Correction
02/24/2020 | Buffett Loosens the Purse Strings for Repurchases
02/15/2020 | Twenty Years of Owning Berkshire Hathaway
02/10/2020 | In Praise of Irrationality
02/03/2020 | Staying Informed Amid the Noise
01/27/2020 | My $2 Million Apple Mistake
01/20/2020 | Farnam Street’s Great Mental Models
01/13/2020 | Berkshire Hathaway’s Culture of Trust
01/06/2020 | Book Review: The Ride of a Lifetime

2019 (22)

12/28/2019 | The Man Who Solved The Market
12/23/2019 | The Case for Balanced Skepticism
12/18/2019 | The Financial Illiteracy Epidemic
12/10/2019 | The Sage of Baltimore
12/03/2019 | The Aesthetic Tightrope
11/26/2019 | Holiday Book Recommendations for 2019
11/21/2019 | Here’s to the Crazy Ones
11/14/2019 | The Case for Non-Consensus Active Investing
11/05/2019 | The Hazards of Talking to Strangers
10/31/2019 | The Paradox of Trust
10/25/2019 | Avoiding 21st Century Twaddle
08/29/2019 | A Silent Interlude
07/04/2019 | The Giles Resolutions: Scandal and Bailouts in the 1790s
07/01/2019 | Availability-Misweighing Tendency
06/20/2019 | The Appeal of 21st Century Stoicism
06/12/2019 | Wernher von Braun and The American Moonshot
02/27/2019 | Warren Buffett Moves the Goalposts!
02/21/2019 | Cultivating the State of Flow
02/15/2019 | Ten Years
02/13/2019 | Reaching Financial Independence
01/25/2019 | Jack Bogle: Crusader for Investment Professionalism
01/07/2019 | The Quarterly Guidance Trap Bites Apple

2018 (7)

11/21/2018 | Ten Books Recommendations For The Holidays
11/04/2018 | Berkshire’s Repurchase Policy: Too Little, Too Late?
10/25/2018 | The Pitfalls of Early Success – A Personal History
10/21/2018 | Book Review: Sapiens – A Brief History of Humankind
10/13/2018 | Book Review: Mastering the Market Cycle
07/19/2018 | Thoughts on Share Repurchases and Capital Allocation
01/09/2018 | Book Review: Early Bird – The Power of Investing Young

2017 (31)

12/27/2017 | The Financial Flu Shot: Using Bond Ladders
12/10/2017 | Setting Up Your Bicycle as a Car Replacement
12/09/2017 | Making Sense of Obamacare Open Enrollment
11/20/2017 | Tax The Small Investor Behind The Tree
11/08/2017 | Book Review: University of Berkshire Hathaway
10/30/2017 | Book Review: The Man Who Sold America
06/10/2017 | Spartan Moving 101
04/13/2017 | Book Review: Blockchain Revolution
04/12/2017 | Via Negativa: Wisdom Through Subtraction
03/24/2017 | Book Review: A Man For All Markets
03/22/2017 | The Autonomous Vehicle Revolution
03/21/2017 | Highlights from Markel’s 2016 Annual Letter
03/16/2017 | Sharing Ideas? Beware of Negative Lollapalooza Effects
03/12/2017 | Book Review: There’s Always Something to Do
03/11/2017 | Fifteen Years to Financial Independence
02/27/2017 | How to Quickly Scan a 10-K Report for Key Updates
02/25/2017 | Highlights From Warren Buffett’s 2016 Annual Letter
02/19/2017 | Everything is Negotiable – Including Your Cable Bill
02/18/2017 | Interesting Reading – February 18, 2017
02/10/2017 | Does Chipotle’s Valuation Offer a Margin of Safety?
02/04/2017 | Escaping the Ratcheting Lifestyle Trap
02/03/2017 | Snap Pitches Hopes and Dreams, Shuns Accountability
02/02/2017 | How to Review a Proxy Statement
01/29/2017 | How I Escaped the Car Clown Habit
01/26/2017 | Golden Exit Packages for Government Service
01/21/2017 | Personal Reflections on Donald Trump’s Inauguration
01/20/2017 | Interesting Reading – January 20, 2017
01/18/2017 | Marcus Aurelius on Business, Investing, and Modern Life
01/13/2017 | How to Read a 10-K Annual Report Efficiently
01/10/2017 | America’s Car-Mart: Navigating the Subprime Market
01/03/2017 | CarMax: A Better Way to Buy and Sell Used Cars?

2016 (52)

12/31/2016 | Interesting Reading – December 31, 2016
12/23/2016 | Revisiting Daily Journal Corporation – Five Years Later
12/22/2016 | The Individual Investor’s Performance Incentive System
12/15/2016 | The Undoing Project: A Friendship That Changed Our Minds
12/13/2016 | The Risk of Backing into a Speculative Position
12/12/2016 | Interesting Reading – December 12, 2016
12/09/2016 | Inside Elon Musk’s World
12/06/2016 | Munger’s Psychology of Human Misjudgment
12/05/2016 | Best Articles on The Rational Walk
11/30/2016 | Book Review: Intelligent Fanatics Project
11/25/2016 | Interesting Reading – November 25, 2016
11/21/2016 | Alfred P. Sloan on Automobile Distribution
11/18/2016 | Getting In on the 50th Floor
11/15/2016 | Interesting Reading – November 15, 2016
11/10/2016 | Berkshire’s Post-Election Record High
11/08/2016 | Book Review: The R.C. Willey Story
11/07/2016 | Interesting Reading – November 7, 2016
11/06/2016 | Revisiting Berkshire’s Wrigley Investments
11/03/2016 | Markel Ventures Gains Momentum
10/31/2016 | Interesting Reading – October 31, 2016
10/27/2016 | Book Review: The Buffett Essays Symposium
10/24/2016 | Interesting Reading – October 24, 2016
10/21/2016 | Mastering the Art of Pre-Suasion
10/19/2016 | The Virtue of Being Merely Average
10/16/2016 | Interesting Reading – October 16, 2016
10/13/2016 | Inside the Investments of Warren Buffett: Twenty Cases
10/12/2016 | Chipotle Mexican Grill: Is the Brand Intact?
10/07/2016 | Interesting Reading – October 7, 2016
10/04/2016 | DaVita Healthcare Partners
06/18/2016 | The Long History of Shareholder Activism
05/27/2016 | Book Review: Warren Buffett’s Ground Rules
05/20/2016 | A Closer Look at Markel Ventures
05/15/2016 | The Remarkable Iscar Story
05/06/2016 | Alleghany Corporation
05/04/2016 | Markel CATCo Investment Management
04/29/2016 | TransDigm Group
04/27/2016 | C.H. Robinson Worldwide
04/26/2016 | Berkshire Hathaway in 2026
04/25/2016 | MRC Global: A Play on Oil & Gas Recovery
04/20/2016 | W. R. Berkley Corporation
04/09/2016 | RLI Corp: Profile of an Extraordinary Insurer
04/06/2016 | Company Profile: Expeditors International
03/29/2016 | Examining Progressive’s Competitive Position
03/07/2016 | Berkshire Hathaway Energy Valuation Indicators
03/01/2016 | Reassessing Berkshire’s Insurance Operations
02/25/2016 | Berkshire Hathaway: The Next Ten Years
02/20/2016 | Loews Corporation Sum-of-the-Parts Update
02/18/2016 | Markel Corporation’s Equity Portfolio Returns
02/12/2016 | Markel Corporation Reports 2015 Results
01/18/2016 | Coping With Irrational Markets
01/07/2016 | Berkshire’s Repurchase Level is not a “Floor”
01/02/2016 | Assessing Investment Performance

2015 (8)

11/19/2015 | The Problem of Rational Capital Allocation
11/13/2015 | How to Become a Better Reader
10/22/2015 | An Introduction to Charlie Munger’s Investment Philosophy
10/20/2015 | The Individual Investor’s Edge
08/06/2015 | Markel Corporation: Q2 2015 Results
07/20/2015 | When to Sell a Successful Investment
06/18/2015 | Markel Corporation at $800/share
02/27/2015 | How to Read the Berkshire Hathaway Annual Report

2014 (10)

11/05/2014 | Book Review: Berkshire Beyond Buffett
10/02/2014 | Book Review: The Education of a Value Investor
09/18/2014 | Revisiting Berkshire Hathaway’s Valuation
03/29/2014 | Coca Cola Misfires on Share Repurchase Rationale
03/28/2014 | Book Review: A Manual on Common Stock Investing
03/21/2014 | Munger’s Prescription for Corporate Governance
02/11/2014 | Daily Journal’s Portfolio Holdings Revealed
02/07/2014 | Platinum Underwriters 2013 Results
02/04/2014 | Berkshire Hathaway Stock Repurchase Odds Increase
01/14/2014 | An Examination of Berkshire Hathaway’s Retained Earnings Test

2013 (7)

12/26/2013 | Book Review: Fizz — How Soda Shook Up the World
11/05/2013 | Revisiting Berkshire Hathaway’s Acquisition of BNSF
11/01/2013 | Book Review: Short Stories from the Stock Market
09/27/2013 | Book Review: The Manual of Ideas
05/15/2013 | Loews Corporation: Still Cheap on Sum-of-the-Parts Valuation Basis
05/08/2013 | The Facts Change at Contango Oil & Gas
02/01/2013 | Berkshire Hathaway Approaches Record High

2012 (15)

10/24/2012 | Japan Investing Summit 2012
10/24/2012 | Contango Oil & Gas Company: Recent Developments
09/27/2012 | Interview Excerpt: Charles de Vaulx Shares Insights on ‘Eclectic’ Portfolio
09/26/2012 | Book Review: The Value Investors by Ronald Chan
09/22/2012 | Contango Oil & Gas: Compelling Opportunity for Natural Gas Bulls
09/17/2012 | Howard Marks Interview Transcript
09/11/2012 | Pitfalls in Oil & Gas Accounting
09/11/2012 | European Investing Summit 2012
09/03/2012 | Natural Gas Remains Depressed With No End in Sight
07/24/2012 | Joy Global: A Misunderstood Cyclical?
06/21/2012 | Investors Title Company Approaches Intrinsic Value
03/10/2012 | Loews Corporation: Cheap on Sum-of-the-Parts Basis
02/26/2012 | Assessing the Past Decade at Berkshire Hathaway
01/23/2012 | Platinum Underwriters (NYSE: PTP)
01/07/2012 | Newsletter Review: Ultimate Value Finder

2011 (59)

12/15/2011 | Daily Journal Corporation: Declining Publisher or Rising Hedge Fund?
10/21/2011 | Platinum Underwriters: Mining for Value in Reinsurance
06/17/2011 | Complimentary Berkshire Hathaway Analysis Available Now!
04/06/2011 | Howard Marks to Speak at Value Investing Congress
04/02/2011 | Middleburg Financial: The Foundation of Sokol’s “Mini Berkshire”?
03/31/2011 | Sokol’s Statements on CNBC Contradict Lubrizol’s Proxy Statement
03/31/2011 | Sokol: My Mistake Was Suggesting Lubrizol to Buffett
03/30/2011 | Sokol’s Resignation Raises Questions Regarding Lubrizol Transaction
03/29/2011 | MidAmerican Energy Investor Presentation Slides
03/29/2011 | Berkshire’s Investment Write-Downs: “Gotcha Moment” or Difference of Opinion?
03/24/2011 | Video Interview With Berkshire Hathaway’s Ajit Jain Via New Delhi Television
03/22/2011 | Buffett: Berkshire’s Board Would Support Jain as Successor (But Jain’s Not Interested)
03/22/2011 | Buffett’s Still Looking for Elephants But Reluctant to Use Berkshire Shares
03/22/2011 | Berkshire’s Ajit Jain Comments on Indian Insurance Market, Japan, and Succession Issues
03/21/2011 | Swiss Re Estimates $1.2 Billion Pre-Tax Loss From Japan Disasters
03/18/2011 | Goldman Sachs Plans to Redeem Berkshire Hathaway’s Investment
03/17/2011 | How Should Investors Assess Worst Case Scenarios in Japan?
03/15/2011 | Looking For Hidden Real Estate Value at Investors Title Company
03/15/2011 | In Search of the “Buffett Premium” Free Sample Now Available on Scribd
03/15/2011 | Transcript of Warren Buffett’s FCIC Testimony via Santangel’s Review
03/14/2011 | Buffett Bags a Zebra: An Initial Look at Lubrizol Corporation
03/06/2011 | What Does Buffett’s Valuation of GEICO Imply for Progressive?
03/05/2011 | Transcript of David Einhorn’s FCIC Testimony via Santangel’s Review
03/05/2011 | Kian Ghazi to Present at Value Investing Congress
03/05/2011 | Implications of Cheap Natural Gas on Public Policy and Investing
03/04/2011 | Important Announcement on Rational Walk Article Syndication
03/01/2011 | Berkshire Hathaway: In Search of the “Buffett Premium” — Now Available!
02/28/2011 | Assessing ‘Synergy’ Potential Between MidAmerican Energy and Burlington Northern Santa Fe
02/26/2011 | Berkshire Hathaway Posts Solid 2010 Results; Firing on All Cylinders After Recession
02/26/2011 | Buffett’s Annual Letter Offers Insight on the ‘Three Pillars’ of Berkshire’s Intrinsic Value
02/25/2011 | Large Losses From New Zealand Quake May Not Create Hard Insurance Pricing Market
02/24/2011 | Buffett’s Biographer Calls for More Disclosure on Berkshire Succession
02/24/2011 | Examining Berkshire’s Retroactive Reinsurance Transaction with CNA Financial
02/23/2011 | Buffett Seizes Opportunities During Financial Crisis
02/18/2011 | Berkshire Hathaway Scores Major Victory With Swiss Re Investment
02/17/2011 | Apple Risks Dominant Position in Tablets With New Digital Publishing Model
02/15/2011 | Lou Simpson’s Retirement Prompts Berkshire Portfolio Changes
02/10/2011 | NetJets Posts Profits But Margins Remain Under Pressure
02/09/2011 | India May Require $1 Trillion in Infrastructure Spending Over Five Years
02/09/2011 | Nokia’s ‘Burning Platform’ Highlights Perils of Creative Destruction
02/07/2011 | Berkshire Enters into Agreement to Acquire Wesco; “Afternoon With Charlie” Planned
02/04/2011 | Howard Marks on The Human Side of Investing
02/01/2011 | BYD’s Battery Technology May Face Challenges
02/01/2011 | Revisiting Noble Corporation Investment Thesis and Importance of Sell Discipline
02/01/2011 | Mobile Phones Revolutionize Third World Economics
01/29/2011 | Letter From the Editor: Announcing The Rational Walk’s Berkshire Hathaway Corner
01/28/2011 | Microsoft Bears Underestimate the ‘Enterprise Moat’
01/24/2011 | Examining the Consensus View of Intel Corporation
01/22/2011 | Berkshire Likely to Pay Dividends Eventually — But Not This Year
01/20/2011 | Buffett to Retire From Washington Post’s Board
01/19/2011 | Book Review: ‘What I Learned Before I Sold to Warren Buffett’
01/18/2011 | With Jobs on Medical Leave, Apple Shareholders Deserve More Disclosure Regarding Succession
01/15/2011 | Excerpts From In Search of the “Buffett Premium”
01/13/2011 | Why Are Value Investors Willing To Share Ideas?
01/11/2011 | Rail Traffic Rebounds in 2010 But Remains Far Short of Pre-Recession Levels
01/08/2011 | In-N-Out Burger: Building a Succession-Proof Business
01/05/2011 | Contango Provides Updated Perspective on Gulf of Mexico Situation
01/04/2011 | Diamond Offshore Offers Value Amid Regulatory Chaos
01/01/2011 | Start the New Year With an Investment Report Card

2010 (331)

12/22/2010 | The Year in Review: Popular Articles of 2010
12/19/2010 | Kindle and Calibre Presents a Powerful Solution for Newshounds
12/16/2010 | Retailers ‘Stuck in the Middle’ May Soon Face Extinction
12/08/2010 | Companies Switch to Shale Oil as Natural Gas Prices Remain Depressed
12/05/2010 | Eleven Book Recommendations
11/30/2010 | Guest Article: Meir Statman on Value Investing in Inefficient Markets
11/29/2010 | Investors Title Company Represents Value in Midst of Housing Turmoil
11/19/2010 | The Investor’s Guide to Amazon’s Kindle 3
11/15/2010 | Gates Foundation Selling Should Have Limited Impact on Berkshire’s Stock Price
11/09/2010 | Contango ORE: An Intelligent Gold and Rare Earth Speculation?
11/06/2010 | Examining Berkshire’s Q3 Results With Special Focus on NetJets
11/04/2010 | Swiss Re Repays Berkshire’s Investment After Buffett Eases Early Payment Terms
11/03/2010 | Bernanke Persists in ‘Pushing on a String’ With QE2
11/01/2010 | Value Investors Are Finding Opportunities in Banking
10/31/2010 | What We Know (And Don’t Know) About Berkshire’s Succession Planning
10/29/2010 | Sokol May Increase Stake in Middleburg Financial
10/27/2010 | Why Is Todd Combs Bullish on Western Union?
10/25/2010 | Berkshire Hathaway Hires Todd Combs as Investment Manager
10/21/2010 | Noble Corporation Q3 Results Impacted by Moratorium But Worst May Have Passed
10/18/2010 | NetJets Plans to Expand Fleet Amid Continued Weakness in Business Aviation
10/18/2010 | Buffett’s Purchase of Berkshire Hathaway Was a $200 Billion ‘Value Trap’
10/14/2010 | Harness Technology to Stay Informed During Earnings Season
10/13/2010 | The St. Joe Company: Einhorn vs. Berkowitz
10/12/2010 | Google’s Inflation Measure May Keep Government Statistics Honest
10/06/2010 | Buffett: Why Own Bonds When You Can Own Equities?
10/05/2010 | Investors Price In Failure of Windows Phone 7 Rollout
10/03/2010 | Facebook Should Announce a Reverse Stock Split
09/30/2010 | Contango Plans to Spin Off Minerals Exploration Subsidiary
09/28/2010 | Value Investors Find Fertile Ground in Indian Equities
09/27/2010 | Buffett Affirms Continued Support for BYD
09/24/2010 | Reports of Buffett Dumping Stake in BYD Lack Credibility
09/23/2010 | Can Apple’s iPad Make Laptops Unnecessary?
09/21/2010 | Furor Grows Over Munger’s ‘Suck It Up and Cope’ Comment
09/21/2010 | Federal Stimulus Missed Key Infrastructure Opportunities
09/18/2010 | Better Place Rolls Out Electric Car Battery Switching Concept in Israel
09/17/2010 | PCI Releases First Half 2010 Property/Casualty Industry Results
09/16/2010 | Rockefeller vs. Railroads: Regulatory Debate Heats Up in Washington
09/16/2010 | Rosenfeld Defends ‘Transformational’ Cadbury Acquisition
09/16/2010 | Coca-Cola Tops Interbrand’s Global Brand Survey for 11th Consecutive Year
09/15/2010 | Charlie Munger Speaks to University of Michigan Law Students
09/15/2010 | Noble CEO Forecasts Continued Gulf of Mexico Uncertainty Ahead
09/14/2010 | HP Faces Criticism for Shortchanging Research and Development
09/13/2010 | Munich Re Plans to Introduce Offshore Drilling Insurance Policies
09/13/2010 | Buffett Sees Broad Based Economic Recovery Ahead
09/13/2010 | Microsoft Plans Debt Sale to Fund Dividends and Buybacks
09/13/2010 | HP’s Acquisition Binge Continues with $1.5 Billion Cash Offer for ArcSight
09/12/2010 | Technology CEOs View Dividends as Sign of Defeat
09/10/2010 | NetJets Mired in Controversy Over Possible Brand Erosion; Exclusive Details on Satisfaction Survey
09/09/2010 | Microsoft Promotes Cloud Capabilities in New CRM Release
09/09/2010 | Burlington Northern Sells $750 Million in New Bonds
09/07/2010 | Atwood Oceanics Profile and Analysis
09/07/2010 | Francisco Parames To Speak at NYC Value Investing Congress
09/07/2010 | Burry Sees Opportunities in Farmland, Gold, and Small Tech Firms
09/06/2010 | E-Books Receive Mixed Reviews in the Classroom
09/04/2010 | Barron’s Spots a Gusher in Noble Corporation
09/03/2010 | Lloyd’s Insurers Cast Wary Eye on Hurricane Earl’s Progress Amid M&A Speculation
09/01/2010 | Berkshire Hathaway Will Not Increase Wesco Bid
09/01/2010 | Bill Miller: Large Cap Stocks are ‘Bargains of a Lifetime’
09/01/2010 | Tilson is Bullish on Large Cap Stocks Including J&J, Microsoft and Berkshire
09/01/2010 | CORT Acquires Lounge22 Rental Business
08/31/2010 | Microsoft’s Depressed Stock Price Attracts Flock of Value Investors
08/30/2010 | Berkshire Hathaway May Bid for Direct Line
08/27/2010 | Buffett Plans to Work Past 100 by ‘Thinking Outside the Box’
08/27/2010 | HP Faces ‘No Constraints’ in Battle for 3Par
08/26/2010 | Berkshire Hathaway May Acquire Full Ownership of Wesco Financial
08/26/2010 | Sokol Complains About ‘Deceit’ Among Disgruntled NetJets Employees
08/26/2010 | Fairfax Financial Bets on Deflation Thesis
08/25/2010 | BYD Faces Trouble Over China Land-Use Violation
08/24/2010 | Century Bonds Back in Vogue With Norfolk Southern Issue
08/24/2010 | Bill Ackman to Speak at NYC Value Investing Congress
08/23/2010 | Earthquake Forecasting: Beyond a Crystal Ball?
08/23/2010 | Contango Announces $85 million Capex Budget for Fiscal 2011
08/23/2010 | Pension Obligations Could Still Sink General Motors
08/21/2010 | Lou Simpson Plans to Retire from GEICO in December
08/11/2010 | A Selection of Popular Articles for Summer Hiatus
08/10/2010 | The Giving Pledge Runs into Unwarranted Controversy
08/10/2010 | Nouriel Roubini on Systemic Risks and Possibility of Double Dip Recession
08/10/2010 | Noble Corporation Forecasts Manageable Cost for Retrofitting Gulf Rigs
08/09/2010 | Revisiting Burlington Northern’s Plans for Capex
08/09/2010 | Wesco Financial’s Results Improve Despite Continued Weak Sales at CORT
08/09/2010 | Contango Oil & Gas CEO Comments on ‘Gulf of Mexico in Chaos’
08/09/2010 | HP Board Dilutes Principled Stand with Generous Severance Agreement
08/08/2010 | Munich Re Warns About Price of Low Interest Rates
08/06/2010 | Berkshire Emerges from Recession With Sharply Higher Operating Profits
08/05/2010 | FrontPoint May Gain Independence from Morgan Stanley
08/04/2010 | Kewaunee Scientific Corporation: Rare Opportunity or Value Trap?
08/04/2010 | Santulli Returns to Aviation with Launch of Milestone Aviation Group
08/04/2010 | BYD Cuts Sales Target Amid Capacity Constraints
08/03/2010 | J.D. Power Releases Auto Insurance Customer Satisfaction Survey
08/03/2010 | BP Liability Could Exceed $21 billion Under Clean Water Act
08/02/2010 | Modern Drilling Rigs Have Advantage Under Proposed Regulations
08/02/2010 | Sokol Restores NetJets to Profitability But Not Without Controversy
08/02/2010 | Short on Funds for a Down Payment? Freddie Mac Wants to Help!
08/02/2010 | Small-Cap Stocks Outperform Coming Out of Recessions
08/02/2010 | Proposed Mediterranean Deepwater Moratorium Unlikely to Gain Traction
07/30/2010 | George Risk Industries Resembles Buffett’s Dempster Mill But Lacks a Catalyst
07/30/2010 | Murdoch’s Early Success with WSJ for iPad May Derail Over Aggressive Pricing
07/29/2010 | Munger: Li Lu’s Future at Berkshire Hathaway is a “Foregone Conclusion”
07/29/2010 | Assessing Ballmer’s Track Record at Microsoft
07/29/2010 | Amazon’s New Kindle: Priced as an iPad Accessory?
07/29/2010 | Prem Jain: Buffett is a ‘Value + Growth’ Investor
07/28/2010 | Mahindra’s U.S. Diesel Truck Hits Roadblocks
07/27/2010 | GM Announces Volt Pricing Starting at $41,000 Limiting Mass Market Appeal
07/26/2010 | High Speed Rail May Threaten Freight Rail Renaissance
07/26/2010 | Goldman’s Problems Continue with Threat of FCIC Derivatives Audit
07/26/2010 | An Absurd Example of Technical Analysis
07/26/2010 | Deepwater Drilling Ban Continues to Devastate Gulf Coast Economy
07/26/2010 | Progressive Offers Discount Based on Driver Monitoring
07/24/2010 | P&C Insurers Recover in 2009 But Underwriting Losses Persist
07/23/2010 | European Banking Stress Test Features Mild ‘Adverse Scenario’
07/22/2010 | French Finance Minister Commits to Austerity Measures to Trim Budget Deficit
07/22/2010 | NetJets Continues Restructuring with Office Consolidation
07/22/2010 | A Closer Look at Ensco’s Q2 Results
07/22/2010 | GM to Acquire AmeriCredit; Revisiting Berkowitz’s Bullish Thesis
07/21/2010 | Shell Deepwater Expert Points to Flaws in BP’s Well Design
07/21/2010 | Tractor Supply Reports Q2 2010 Results
07/21/2010 | Oil Industry Plans Disaster Response System for Future Spills
07/21/2010 | Value Investing Congress: $1,800 Discount for Rational Walk Readers
07/21/2010 | Wells Fargo’s CFO Reacts to Dodd-Frank Act
07/21/2010 | Contango Announces New Production; May Pay Special Dividend
07/21/2010 | Microfinance Expands in For-Profit Sector
07/20/2010 | A Closer Look at Noble Corporation’s Q2 Results
07/20/2010 | Should Regulators Require Preemptive Relief Wells?
07/20/2010 | China’s Coal Intensive Economy Reaches New Milestone
07/20/2010 | Brazil Pushes Technical Limits in Deepwater Oil Exploration
07/20/2010 | Einhorn Comments on Ensco Position in Q2 Letter
07/20/2010 | Gates Bets on Continued Evolution of the Internal Combustion Engine
07/19/2010 | Amazon Reports E-Book Sales Exceed Hardcovers; Where is the Tipping Point?
07/19/2010 | Sacramento May Impose Crash Tax on Visiting Motorists
07/19/2010 | Are Online Grocers Destined to Fail?
07/19/2010 | Temperament Makes Warren Buffett a Genius
07/18/2010 | The New Rational Walk Site
07/16/2010 | Jordan’s Furniture Offers Another Unusual Red Sox Promotion
07/15/2010 | Diamond Offshore Represents Interesting Play on Deepwater Revival
07/14/2010 | Ridley Melds Science and Economics in ‘The Rational Optimist’
07/14/2010 | Artificial Intelligence Attempts to Replace Human Judgment
07/13/2010 | Jim Cramer Looks at Berkshire Hathaway’s Technical Indicators
07/13/2010 | Individual Investors Abandon Stocks; The ‘Death of Equities’ Redux?
07/12/2010 | Einhorn’s Greenlight Capital Takes Large Position in Ensco
07/10/2010 | Tractor Supply Offers a Compelling Growth Story
07/08/2010 | Buffett’s a Heavy Internet User; But That’s Not Really Surprising
07/08/2010 | Buffett: Double Dip Recession is Unlikely
07/07/2010 | Chrysler Misfires In Decision to Marginalize Legendary Hemi Brand
07/06/2010 | Manual of Ideas Offers Insights into ‘Magic Formula’ Approach
07/04/2010 | Ten Books for Summer Reading
07/02/2010 | Expect Consolidation as Administration Pushes Small Firms Out of Gulf
07/01/2010 | New Madrid Fault Represents High Impact, Low Probability Risk
06/30/2010 | Berkshire’s Q2 2010 Portfolio Performance Mirrors Overall Market
06/30/2010 | Noble’s Acquisition of Frontier Highlights Importance of Clean Balance Sheet
06/27/2010 | Tony Hsieh Describes the Rise of Zappos in ‘Delivering Happiness’
06/25/2010 | Newspapers Face Difficult Future Despite iPad Breakthrough
06/23/2010 | Berkshire Wins World Cup Bet as France Falls to South Africa
06/22/2010 | Deepwater Drilling Moratorium Overturned; Obama Administration Plans Appeal
06/22/2010 | Comments are Now Open
06/21/2010 | Berkshire Hathaway Entering Indian Auto Insurance Market
06/19/2010 | Faulty Well Design Highlights Importance of Redundancy
06/18/2010 | The Collector: 1977 WSJ Article on Buffett Strikes Familiar Themes
06/17/2010 | The Value Investor’s Guide to Value Line Investment Survey
06/17/2010 | Zappos Retains Corporate Culture After Amazon Acquisition
06/16/2010 | Berkshire Hathaway 2010 Briefing Book: Special Student Offer
06/15/2010 | Ensco Provides Rig Status Update
06/14/2010 | Investigation of Deepwater Horizon Points to Human Error
06/11/2010 | Ensco International Profile and Analysis
06/09/2010 | Tilson Makes the Case for Investing in BP
06/07/2010 | Lowenstein’s ‘The End of Wall Street’ Examines the Financial Crisis
06/07/2010 | For-Profit University Accreditation Facing Increased Scrutiny
06/06/2010 | Drilling Moratorium’s Impact in Numbers
06/03/2010 | Confusion Reigns Over Shallow Water Drilling Policy
06/03/2010 | Was Buffett Too Easy on Moody’s in FCIC Testimony?
06/02/2010 | Noble Corporation Profile and Analysis
06/02/2010 | Interesting Political Aspects of Buffett’s FCIC Testimony
05/31/2010 | National Oilwell Varco Profile and Analysis
05/30/2010 | Greenwald’s Bearish on Amazon and Apple
05/29/2010 | Johnson & Johnson’s Current Problems Mask Potential Opportunity
05/29/2010 | Graham’s Advice on “Relatively Unpopular Large Companies”
05/27/2010 | FT’s Interactive Economic Weather Map
05/26/2010 | Apple Leads Microsoft in Market Cap Race
05/26/2010 | Using Checklists to Control Emotions During Market Meltdowns
05/24/2010 | Gulf of Mexico Disaster Calls for Prudent Regulatory Changes
05/24/2010 | Will Facebook Finally Recognize the Virtue of Simplicity?
05/22/2010 | Was Burry’s ‘Primer on Mortgage Short’ Convincing in 2006?
05/21/2010 | The Economist Reorders Europe’s Borders
05/19/2010 | ‘The Big Short’ Tells a Cynical Tale of the Subprime Fiasco
05/19/2010 | Volcker on Financial Regulatory Reform
05/17/2010 | Berkshire Hathaway Reduced Kraft Position During First Quarter
05/17/2010 | Li Lu’s Lecture at Greenwald’s Columbia University Value Investing Class
05/12/2010 | Burlington Northern’s CEO Plans for Accelerated Capex
05/11/2010 | The Inoculated Investor’s Value Investing Congress Meeting Notes
05/10/2010 | Zynga’s FarmVille May Change Videogame Economics
05/08/2010 | Berkshire Reports Strong Q1 2010 Results
05/06/2010 | Munger Comments on Potential for Wesco to Become Wholly Owned by Berkshire
05/04/2010 | 2010 Annual Meeting Resources and Links
05/04/2010 | NetJets Europe Performance Improves in First Quarter
05/03/2010 | Buffett on Goldman Sachs, Derivatives, and the Economy
05/03/2010 | Peter Boodell’s Berkshire Hathaway Annual Meeting Notes
05/02/2010 | Roger Lowenstein: The Fed Should Burst Our Bubbles
04/30/2010 | Berkshire Hathaway 2010 Annual Meeting Resource Page
04/30/2010 | Munger: Lehman’s Behavior Represented Worst of Wall Street
04/30/2010 | Buffett Observes Big Upswing in Business Starting in March
04/28/2010 | Estimating Global Brand Value
04/28/2010 | Bill Clinton on Goldman Sachs, Financial Regulatory Reform
04/27/2010 | An Interesting Look Behind the Berkshire Hathaway Curtain
04/27/2010 | Minimal Impact to Insurers from Icelandic Volcano Eruption
04/26/2010 | Berkshire Lobbies Congress on Derivatives Collateral Requirements
04/24/2010 | Book Review: The Basics of Understanding Financial Statements
04/23/2010 | Buffett Gives Goldman Sachs Another Vote of Confidence
04/22/2010 | NetJets Posts a Profit in First Quarter
04/21/2010 | Iscar’s Sales are Recovering; Wertheimer Looks at Expansion Possibilities
04/21/2010 | David Sokol on Cap & Trade, Buffett’s Environmental Philosophy
04/19/2010 | Highlights From Buffett Partnership Letters
04/19/2010 | Malkiel is Bullish on China, Remains Efficient Market Proponent
04/19/2010 | Jeremy Grantham on Bubbles and the Outlook Ahead
04/18/2010 | Soft Insurance Market Persists; Active Hurricane Season Forecast
04/17/2010 | Goldman Sachs Fraud Charges Require Quick Action
04/16/2010 | Joel Greenblatt Applies Magic Formula to Global Investing
04/16/2010 | Shell Bets $19 Billion on Gas-To-Liquids Plant in Qatar
04/15/2010 | A Closer Look at Berkadia Commercial Mortgage
04/15/2010 | Iceland Volcano Eruption May Result in Significant Insurance Claims
04/14/2010 | Barclays Capital’s Bearish Forecast for GEICO is Unwarranted
04/13/2010 | Berkshire Hathaway Director Ron Olson Talks About CEO Succession
04/12/2010 | Pabrai: “I Don’t Invest in Tech Because I Spent Time In It”
04/11/2010 | Insights on Executive Compensation from The Journal of Investing
04/09/2010 | Robert Rubin: “I Did Not Want Significant Operational Responsibility”
04/08/2010 | Forest River Manager Sues Berkshire For Wrongful Termination
04/08/2010 | Exclusive Interview with Prem Jain, Author of ‘Buffett Beyond Value’
04/07/2010 | Bogle: Alan Greenspan’s Testimony Was Disingenuous
04/07/2010 | Reader Survey Results
04/05/2010 | Greenspan: Those Who Predicted Housing Bubble are “Statistical Illusions”
04/03/2010 | Prem C. Jain’s ‘Buffett Beyond Value’ Highlights Important Lessons
04/02/2010 | The Rational Walk’s Reader Survey
04/01/2010 | Justin Fox Discusses Latest Book: The Myth of the Rational Market
04/01/2010 | Good Friday Market Closure Separates Speculators From Investors
03/31/2010 | Kraft’s Executive Compensation Policies Reward Value Destruction
03/30/2010 | Taco Bell Expands to India: Paneer and Potato Tacos?
03/29/2010 | Wesco’s CORT and Precision Steel Units Were “Hammered” in 2009
03/28/2010 | Consider Roth IRA Conversion as Hedge Against Higher Taxes
03/26/2010 | Examining Middleburg Financial: David Sokol’s Favorite Bank?
03/26/2010 | Natural Gas Gets Cheap Compared to Oil; Contango Remains Low Cost Producer
03/25/2010 | BYD Offers Dual Mode Hybrid to Individual Buyers in China
03/23/2010 | Berkshire’s McLane Subsidiary Acquires Kahn Ventures
03/21/2010 | 13 Bankers: The Wall Street Takeover and the Next Financial Meltdown
03/20/2010 | Catastrophic Health Insurance and HSAs Can Control Costs
03/19/2010 | Share Buybacks Gain Popularity as Stock Prices Rebound
03/18/2010 | China’s Ambitious High Speed Rail Plans Dwarf American Initiatives
03/17/2010 | A Response to S. Raj Rajagopal’s Short Case for Berkshire Hathaway
03/17/2010 | The Dangers of Commitment Bias
03/16/2010 | The Feds Knew About Lehman’s Repo 105 Transactions
03/16/2010 | Clayton’s i-house Experiencing Slow Sales
03/15/2010 | A Modest Proposal for Audit Reform
03/13/2010 | Was Lehman’s CEO Criminally Negligent or Merely Incompetent?
03/12/2010 | A Closer Look at Berkshire’s Executive Compensation Policy
03/10/2010 | Berkshire’s Investment in BYD: A Bet on Wang Chuan-Fu
03/09/2010 | Rupert Murdoch on Business Models for Online News
03/08/2010 | A Look at Progressive’s Loss Estimation Accuracy
03/06/2010 | Hank Greenberg Ready to Testify About General Re Transaction
03/05/2010 | Another Amazing Story of Compounding
03/04/2010 | Examining Berkshire Hathaway’s Loss Estimation Accuracy
03/04/2010 | The Rational Walk Forum on Facebook
03/03/2010 | Buffett Clarifies Retained Earnings Policy
03/02/2010 | It’s a Bird … It’s a Plane … It’s Compound Interest!
03/01/2010 | Does BNSF Belong in Berkshire’s Utility Segment?
02/28/2010 | Berkshire Hathaway 2010 Briefing Book Now Available!
02/27/2010 | Highlights from Warren Buffett’s Letter to Shareholders
02/26/2010 | Marty Whitman Reflects on Value Investing and Net-Nets
02/25/2010 | Taking a Long Term View of Berkshire’s Non-Insurance Subsidiaries
02/24/2010 | Volcker Rule Faces Resistance in Senate
02/23/2010 | Sears Chairman Lampert Releases Annual Letter to Shareholders
02/22/2010 | The Real Agenda Behind Apple’s Decision on iPad Flash Support
02/20/2010 | Charlie Munger’s Latest Parable: Basically, It’s Over
02/20/2010 | Burlington Northern Plans Expansion in Alabama
02/20/2010 | Snowstorm Losses May Exceed $2 Billion
02/19/2010 | Swiss Re Declares Intention to Redeem Berkshire Investment
02/17/2010 | Kansas City Fed President Hoenig: Act Now to Address Fiscal Situation
02/16/2010 | From Cigar Butts to Business Supermodels
02/16/2010 | Active 4th Quarter for Berkshire Hathaway’s Stock Portfolio
02/16/2010 | The Rational Walk One Year Anniversary
02/15/2010 | The Economist: Survey of Financial Risk
02/14/2010 | Toyota’s Recall Problems Illustrate Risks of Brand Erosion
02/12/2010 | Berkshire and Burlington Northern Final Merger Terms Announced
02/12/2010 | Paul Volcker: Euthanasia Rather Than Life Support for Failing Non-Banks
02/11/2010 | Burlington Northern CEO Matthew Rose Interviewed Prior to Special Meeting
02/09/2010 | Warren Buffett Interviews Former Treasury Secretary Paulson
02/07/2010 | Super Bowl Indicator Points to Higher Stock Prices in 2010!
02/07/2010 | Book Review: Inside Larry & Sergey’s Brain
02/04/2010 | Berkshire Hathaway Downgraded by S&P Despite Record High Book Value
02/04/2010 | Eric Schmidt Discusses Technology’s Impact on Younger Generation
02/03/2010 | Can Forced Recapitalization Solve the “Too Big To Fail” Problem?
02/03/2010 | Will Steve Jobs Deliver Salvation for Newspapers?
02/02/2010 | Superfusion: How “Chimerica” Will Shape This Century
02/01/2010 | Motives Behind Value Destroying Mergers
01/29/2010 | Advance GDP Estimate for Q4 Warrants Skepticism
01/27/2010 | Public Pension Funds Attempt “Hail Mary” With Leverage
01/26/2010 | Berkshire Hathaway to Replace Burlington Northern in S&P 500
01/25/2010 | Buffett’s Plans for Burlington Northern May Include Rapid Expansion
01/23/2010 | GEICO May Soon Surpass Progressive’s Market Share
01/23/2010 | Poll: Best Auto Insurance TV Personality
01/22/2010 | Insurers Rally To Raise Haiti Relief Funds
01/22/2010 | Berkshire Annual Meeting Webcast?
01/22/2010 | Bernanke’s Nomination for Second Term is in Trouble
01/22/2010 | Reader Questions on George Risk
01/21/2010 | George Risk Industries: A Potential Bargain With Limited Downside Risk
01/21/2010 | The Benefits of Renting vs. Owning a Home
01/21/2010 | General Re Settlement in AIG Case Closes Difficult Chapter
01/20/2010 | Buffett on Berkshire’s Valuation: It’s at the Low End
01/20/2010 | Buffett “Feels Poorer” Based on Terms of Cadbury Deal
01/20/2010 | David Sokol Interview at Berkshire Special Meeting
01/20/2010 | Consider Refinancing Your Mortgage While Rates Remain Low
01/20/2010 | Reasons to Promptly File Your Tax Return
01/19/2010 | Buffett May Increase Position in Posco
01/18/2010 | Sokol Expects Profitable Year for NetJets
01/18/2010 | Forum and Comments Discontinued
01/18/2010 | Swiss Re Closes Retrocession Transaction With Berkshire Hathaway
01/14/2010 | Hershey’s Potential Bid for Cadbury Involves Buffett’s Favorite Banker
01/13/2010 | Haiti Earthquake Disaster Relief
01/13/2010 | AAR Rail Time Indicators Report: “Good Riddance to 2009”
01/13/2010 | Website Hacked
01/12/2010 | BYD Showcases Electric Car But Hedges on Price and Timing
01/12/2010 | Oak Value Fund’s Year End Letter
01/12/2010 | Berkowitz: Use of Float Makes Burlington Acquisition Compelling for Berkshire
01/11/2010 | Does Google’s “Do No Evil” Pledge Extend to Shareholders?
01/11/2010 | Exposing the Compensation Consultant Smokescreen
01/09/2010 | Reinsurance Pricing Softens as Capacity Nears All Time Peak
01/08/2010 | An Entertaining Commentary on Natural Gas Economics
01/07/2010 | Sorkin on the Making of “Too Big To Fail”
01/06/2010 | Avoid Relegating Investment Errors to the “Memory Hole”
01/06/2010 | Goldman Sachs Board Member Bill George Comments on Financial Reforms
01/06/2010 | Berkshire Hathaway’s Swiss Re Investment Pays Off
01/05/2010 | Book Review: Lessons From Andrew Ross Sorkin’s “Too Big To Fail”
01/05/2010 | Buffett Opposes Kraft’s Request for “Blank Check” in Cadbury Bid
01/04/2010 | NetJets European Rival Plans Expansion
01/02/2010 | Berkshire Hathaway Equity Portfolio Posts Solid Q4 Results

2009 (279)

12/31/2009 | Achievable New Year’s Resolutions for Investors in 2010
12/30/2009 | Bogle Expects Solid Returns for Stocks
12/29/2009 | Santa Clara University’s Meir Statman on Risk Tolerance
12/29/2009 | Andrew Ross Sorkin Looks Back at 2009
12/28/2009 | Burlington Northern’s Fair Value: Mid-$90s per Share?
12/28/2009 | Doug Kass Turns Psychic: Buffett to Step Down in 2010
12/17/2009 | Happy Holidays from The Rational Walk
12/16/2009 | Debating the Economic Theories of Keynes and Hayek
12/15/2009 | Book Review: Pleased But Not Satisfied by David Sokol
12/14/2009 | Exxon’s Acquisition of XTO Sends Bullish Signal on Natural Gas
12/13/2009 | GM’s Television Commercials Seem Out of Touch with Reality
12/12/2009 | Warren Buffett’s Patience Paid Off in 2008
12/10/2009 | Inadequate Information Systems Can Sink an Investment
12/09/2009 | Wal-Mart’s Upscale Strategy for Growth in China
12/09/2009 | Book Review: Why Are We So Clueless about the Stock Market?
12/09/2009 | BYD Set to Launch All-Electric Car in Los Angeles Next Year
12/08/2009 | Credit Rating “Vigilantes” May Impose Fiscal Discipline
12/07/2009 | T. Boone Pickens: Switch 18-Wheeler Fleet to Natural Gas
12/07/2009 | FT Lex Column: Buffett on Sale
12/06/2009 | Jim Lehrer: “I Am Not in the Entertainment Business”
12/04/2009 | Berkshire Special Meeting Scheduled for January 20
12/04/2009 | Prem Watsa and Warren Buffett Disagree on Inflation
12/04/2009 | Unemployment Falls to 10% But Obscures Negative Trends
12/04/2009 | Sokol Imposing Budget Discipline and Culture Change at NetJets
12/03/2009 | Morningstar Enters the Credit Ratings Fray
12/03/2009 | I’m Not a Marketing Expert, But …
12/02/2009 | Reinsurers’ Surpluses Rise on Favorable Pricing and Catastrophe Trends
12/02/2009 | When Does News “Syndication” Become Outright Theft?
11/30/2009 | Investors Must Take Responsibility for Executive Compensation
11/23/2009 | Googled: A Tale of Creative Destruction at Warp Speed
11/22/2009 | David Sokol Predicts Better Days Ahead for NetJets in 2010
11/21/2009 | Buffett: All Cars Will Be Electric in 20 Years
11/19/2009 | An Alternative to Extended Warranties
11/17/2009 | Amex CEO Ken Chenault on the American Consumer
11/16/2009 | Berkshire Adds Exxon and Nestle; Reduces Conoco and Moody’s in Q3
11/16/2009 | Bruce Berkowitz: “Try to Kill the Business”
11/15/2009 | Gary Shilling Predicts Deflation; Bullish on Long Treasuries
11/14/2009 | Countering Effects of Confirmation Bias
11/13/2009 | Chick-fil-A Founder Truett Cathy Speaks at National Press Club
11/13/2009 | Warren Buffett’s Advice For Enterprising Investors
11/12/2009 | Kraft’s Hostile Bid for Cadbury Highlights Power of Economic Moats
11/11/2009 | Insurance and Black Swan Events
11/10/2009 | Can Playing Bridge Make You a Better Investor?
11/09/2009 | Inflation Expectations Are Creeping Up
11/07/2009 | Wesco Financial Posts Q3 2009 Results
11/06/2009 | Berkshire Hathaway Posts Q3 Results; Book Value At Record High
11/05/2009 | Does Steve Jobs Deserve Fortune’s “CEO of the Decade” Award?
11/04/2009 | Berkshire Stock Split Fuels Speculation of S&P 500 Inclusion
11/03/2009 | Bruce Berkowitz Comments on Berkshire’s Acquisition of BNSF
11/03/2009 | Buffett Comments on Burlington Northern Acquisition
11/03/2009 | Berkshire to Acquire Burlington Northern: A Closer Look
11/03/2009 | Breaking News: Berkshire Splits B Shares 50:1 and Buys BNSF
11/02/2009 | Using Series I Bonds as a One Year T-Bill Alternative
11/02/2009 | Using Series I Bonds as a One Year T-Bill Alternative
11/02/2009 | Insights on Chinese Economy from China’s Ambassador to Britain
11/02/2009 | Natural Gas Shale Extraction – Potentially More Costly Than Expected
11/02/2009 | Excessive Cash Hoarding Can Destroy Shareholder Value
11/01/2009 | Expand a Competitive Moat in Retail by Closing on Sundays?
10/31/2009 | The Rational Walk’s 2009 Holiday Gift Guide For Investors
10/30/2009 | How To Fail in Retail: Six Easy Steps!
10/29/2009 | Looking Behind Headline GDP Statistics
10/29/2009 | Business Wire Interviews Warren Buffett
10/29/2009 | Credit Rating Moats Keep Shrinking
10/28/2009 | Announcing GuruFocus Exclusive Articles
10/28/2009 | Lloyd Blankfein on Prospects for Economic Recovery
10/27/2009 | Caijing Newsletter: Efficient Way to Follow Chinese Economy
10/26/2009 | Charlie Munger on Booms and Busts
10/26/2009 | Bill Gates on BBC: Buffett is Unique Leader
10/26/2009 | David Sokol: Looking More Like Buffett’s Successor
10/25/2009 | Newspapers: Era of Unprecedented Plenty?
10/23/2009 | The Value Investor’s Technology Dilemma
10/22/2009 | Stephen Roach on China, Japan, and India
10/20/2009 | Newsletter Review: The Manual of Ideas Downside Protection Report
10/20/2009 | FT’s Lex Column: Hard Insurance Market Nowhere in Sight
10/19/2009 | Larry Summers Speaks at The Economist’s Buttonwood Gathering
10/19/2009 | Joel Greenblatt Interview on CNBC
10/18/2009 | Buffett: Give Generously While You Can See Results
10/17/2009 | Using Mortgage Debt to Hedge Against Inflation
10/16/2009 | Natural Gas Fueled Flight Demonstrates Substitution Effect
10/15/2009 | New Hope for Emotional Traders!
10/14/2009 | El Nino Delivers Quiet Hurricane Season — Implications for 2010
10/12/2009 | Bruce Greenwald: “The Truly Compelling Opportunities Are Gone”
10/12/2009 | Dow 10,000 and the Lost Decade
10/09/2009 | Berkshire Hathaway Succession Concerns are Unfounded
10/08/2009 | Financial Wealth Illusion and Bubbles
10/06/2009 | Smart Grid Technology: $20 Billion Market in Five Years
10/02/2009 | Persistent Job Losses Paint a Grim Picture for Recovery in 2010
10/02/2009 | Matching Renewable Energy Production With Electricity Demand
09/30/2009 | How Did Berkshire Hathaway’s Book Value Fare in Q3?
09/30/2009 | Berkowitz Sticks to Time Tested Principles
09/29/2009 | Investment Theory: More Multidisciplinary Thinking Needed
09/27/2009 | Prof. Shiller’s Views on the Housing Market
09/24/2009 | The Economist Highlights Schumpeter in New Column
09/23/2009 | How Badly Damaged Is Moody’s Economic Moat?
09/22/2009 | Whitney Tilson on Berkshire Hathaway’s Intrinsic Value
09/21/2009 | Luxury Goods and Aspirational Consumers
09/18/2009 | Warren Buffett’s “Desert Island” Economic Indicator
09/16/2009 | Buffett Lacks Enthusiasm for Kraft’s Cadbury Bid
09/15/2009 | Warren Buffett Reflects on “Extraordinary Weekend” One Year Ago
09/15/2009 | Bernanke Forecast Implies Tough Policy Choices in 2010
09/15/2009 | Warren Buffett’s Comments at Fortune Conference
09/11/2009 | Larry Summers Predicts Extended Period of High Unemployment
09/10/2009 | Carol Bartz Defends Yahoo’s Deal With Microsoft
09/09/2009 | Buffett and Bogle Urge Reforms to Address “Short-Termism”
09/08/2009 | The Enduring Influence of J. M. Keynes
09/08/2009 | BYD Seeks Chinese Government Subsidies
09/03/2009 | Electric Cars: “Predisposed to go like a bat out of hell”
09/03/2009 | SEC Madoff Failures: Outlier or Systemic Problem?
09/01/2009 | Moody’s: Berkshire’s Credit Default Swaps Overstate Risks
09/01/2009 | Berkshire Lends a “Helping Hand” to AIG and XL Capital
08/28/2009 | Shai Agassi’s Vision for Electric Car Infrastructure
08/27/2009 | Will Consumer Brands Survive the “Great Recession”?
08/25/2009 | Costco’s Jim Sinegal on Retail Economy
08/25/2009 | The Economist on Behavioral Finance
08/24/2009 | Bruce Greenwald on Value Investing
08/24/2009 | Behavioral Finance and Value Investors
08/22/2009 | BYD Plans to Offer Electric Car in U.S. Market in 2010
08/20/2009 | Warren Buffett on “Greenback Emissions”
08/17/2009 | Berkshire Hathaway 13-F Report Links
08/17/2009 | “Cash for Clunkers” Impacts on Local Mechanics
08/14/2009 | Weekly Rail Indicators Identify Potential “Green Shoots”
08/12/2009 | Bob Lutz on the Chevy Volt
08/11/2009 | Chevy Volt Hybrid vs. BYD e6 Pure Electric
08/10/2009 | Thoughts on Monetizing Twitter
08/07/2009 | Berkshire Hathaway Posts Q2 2009 Results
08/06/2009 | Cash for Clunkers: Critical Stimulus or Boondoggle?
08/06/2009 | You Can Lead a Horse to Water …
08/04/2009 | Furniture Today Interviews Warren Buffett
08/04/2009 | Will the “Great Recession” Change Long Term Consumer Behavior?
08/04/2009 | Johnson & Johnson’s CEO on Economy and Health Care Reform
08/01/2009 | Rebalancing China’s Economy
07/31/2009 | Ballmer Parody on Yahoo! Deal
07/31/2009 | Microsoft’s Deal With Yahoo!: A Win-Win?
07/30/2009 | In-N-Out Burger’s Remarkable Moat
07/29/2009 | Exchange Traded Hurricane Contracts
07/28/2009 | Safeway’s Approach to Health Care Cost Containment
07/24/2009 | Twitter’s Uses for Online Scuttlebutt
07/24/2009 | Buffett’s Secret Millionaire’s Club
07/23/2009 | Solving Europe’s Natural Gas Problem
07/22/2009 | EBITDA Explained to Children
07/20/2009 | WSJ Columnist Gordon Crovitz Reviews “Digital Barbarism”
07/17/2009 | Greenblatt’s Advice on Special Situations
07/15/2009 | Personal History by Katharine Graham
07/14/2009 | Thomas Sowell on The Housing Boom and Bust
07/13/2009 | Digital Barbarism: A Writer’s Manifesto
07/11/2009 | How Useful is Berkshire’s Book Value for Valuation Purposes?
07/10/2009 | Warren Buffett Interview at Sun Valley
07/09/2009 | Buffett on Stimulus Plan: Half a Viagra with Candy Mixed In …
07/09/2009 | American Express Chairman on TARP Repayment and New Regulations
07/07/2009 | The Pickens Plan Revisited
07/03/2009 | Happy Independence Day!
07/02/2009 | Warren Buffett and the Nervous Nellie
07/01/2009 | Microsoft CEO Ballmer Reflects on Vista’s Lessons
06/28/2009 | Should the Fed Oversee Systemic Risks?
06/27/2009 | Derivatives: Implications for Investors
06/24/2009 | Buffett Interview: No Green Shoots Yet
06/23/2009 | Ford CEO Mulally Comments on Federal Loans for Fuel Efficient Cars
06/22/2009 | Rev. Cecil Williams Interviewed on Buffett’s Charity Lunch Auction
06/20/2009 | GEICO vs. Progressive: Selected Ten Year Metrics
06/19/2009 | Berkshire Hathaway Options Revisited
06/18/2009 | US Bancorp CEO on TARP Repayment
06/17/2009 | Berkshire Hathaway Options Trading May Facilitate Speculative Behavior
06/17/2009 | Alan Mulally Comments on Ford’s Strategy
06/15/2009 | Goldman Sachs Favors Discretionary Retailers in Wal-Mart Downgrade
06/14/2009 | Iscar Chairman Eitan Wertheimer Interview
06/12/2009 | Clayton Homes i-house Videos
06/10/2009 | James Grant Comments on Fed Policy and Interest Rate Outlook
06/09/2009 | MidAmerican’s David Sokol: Cap and Trade to Add $120/month to Electric Bills
06/09/2009 | Coca Cola CEO Muhtar Kent on Moody’s Upgrade and Future Prospects
06/09/2009 | SIFMA Municipal Bond Summit: Lessons and Outlook for Recovery
06/08/2009 | Medtronic CEO Bill Hawkins Interviewed on Diabetes Control Devices
06/07/2009 | What’s This Talk About a “Smart Grid”?
06/07/2009 | Lowenstein’s Review of “The Myth of the Rational Market”
06/07/2009 | Comment Policy Revision
06/05/2009 | Another View of Private Aviation: V1 Jets CEO Andrew Zarrow
06/05/2009 | Hurco Companies 10-Q: Warranty Provision Concerns Revisited
06/04/2009 | Jack Bogle Interviewed at Morningstar Investment Conference
06/03/2009 | NetJets Richard Santulli Interview on Prospects for Private Aviation
06/03/2009 | Poll: What is Berkshire Hathaway’s Intrinsic Value per A Share?
06/02/2009 | Bruce Berkowitz on Defense and Health Care Investments
06/02/2009 | Consequences of Political Manipulation in the Auto Bankruptcies
06/01/2009 | Hurco’s Response Regarding Fiscal Q1 Warranty Reserves
06/01/2009 | Wal-Mart Stores Looks Attractive; Sears Holdings Shares Sold
05/30/2009 | Video of BYD’s e6 Pure Electric Vehicle
05/29/2009 | Hurco Posts Fiscal Q2 Results: Some Troubling Developments Emerge
05/29/2009 | MidAmerican’s David Sokol on Housing Market: No “Green Shoots” Yet
05/27/2009 | Can Traditional Print Newspapers Survive “Creative Destruction”?
05/26/2009 | MidAmerican Energy and BYD Partner on Battery Storage Initiative
05/25/2009 | Bill Ford Interview on Battery Technology
05/22/2009 | A.M. Best Reaffirms Ratings of National Indemnity Group
05/22/2009 | New Jersey’s Pension Crisis: A Canary in the Coalmine?
05/20/2009 | Selecting a Buffett Biography: Lowenstein vs. Schroeder
05/18/2009 | Thoughts on Graham and Dodd’s Security Analysis: Sixth Edition
05/17/2009 | Sell in May and Go Away?
05/16/2009 | Buffett’s Big Weekend: Fortune Interview with Carol Loomis
05/15/2009 | Berkshire Makes Modest Q1 Changes; Portfolio Up Sharply in First Half of Q2
05/15/2009 | Walter Schloss Interview
05/15/2009 | The Rational Walk Available on Kindle
05/14/2009 | Better Place Unveils Automated Battery Exchange Technology
05/13/2009 | Stanford Lawyer Interviews Charlie Munger
05/12/2009 | Wesco Financial Posts Q1 2009 Results
05/12/2009 | Fractional Aircraft Sales Face Economic and Political Headwinds
05/11/2009 | More on BYD and Wang Chuanfu
05/08/2009 | Berkshire Hathaway Posts Q1 2009 Results
05/07/2009 | Interview with Wang Chuanfu of BYD
05/07/2009 | Berkshire Hathaway’s Portfolio Rebounds Strongly
05/05/2009 | BYD’s Revolutionary e6 Electric Car
05/04/2009 | Parsing Buffett’s Q1 2009 Earnings Preview
05/03/2009 | Berkshire Hathaway Annual Meeting Links
05/03/2009 | Highlights from Berkshire Annual Meeting – Morning Session
05/01/2009 | Series I Bond Composite Rate Falls to Zero
04/30/2009 | Early Hurricane Forecasts Often Unreliable
04/28/2009 | Strategies for Achieving Economic Moats
04/26/2009 | Does Instant Information Promote Market Efficiency?
04/25/2009 | How Can Value Investors Apply Philip Fisher’s Investment Principles?
04/23/2009 | Thoughts on Internet Advertising
04/22/2009 | Kansas City Fed President Hoenig Offers Alternative to “Too Big to Fail”
04/21/2009 | The Federal Government’s “Safety Net” for Municipal Bonds Has Obvious Costs
04/20/2009 | Warren Buffett’s Comments on Wells Fargo Have Important Stress Test Implications
04/19/2009 | The Essays of Warren Buffett: Convenient Arrangement of Shareholder Letters
04/17/2009 | Hurco’s Combination of Quality and Value
04/16/2009 | Clayton Homes Offers Payment Protection Plan: Sign of Strength or Red Flag?
04/15/2009 | Improved Credit Rating Firms Oversight Cannot Substitute for Investor Vigilance
04/14/2009 | Goldman Sachs Seeks a TARP Free Future
04/13/2009 | Electric Car Initiatives Heat Up
04/11/2009 | Wal-Mart’s Ten Year Record: A Case Study of the Dangers of Overpaying for Growth
04/10/2009 | Berkshire’s Insurance Subsidiaries Buck Property/Casualty Headwinds in 2008
04/08/2009 | Moody’s Downgrades Berkshire Hathaway
04/08/2009 | TARP’s Effectiveness Over Six Months
04/07/2009 | Rational Walk Forum Improvements
04/07/2009 | The Virtue of “Pessimism” for Investors
04/05/2009 | Unwinding AIG’s Derivatives Exposure
04/04/2009 | Berkshire’s Q1 Foreign Equity Performance
04/02/2009 | G-20 on Protectionism: Cause for Optimism
04/01/2009 | Charlie Munger’s Letter to Shareholders
03/31/2009 | Berkshire’s Portfolio Results in Q1 2009
03/29/2009 | TARP Recipients and H1B Workers
03/28/2009 | NAFTA and Mexican Trucking
03/27/2009 | Ban Naked Credit Default Swaps?
03/26/2009 | Berkshire Faces Higher Financing Costs
03/25/2009 | Berkshire Arbitrage Opportunity Eliminated
03/24/2009 | S&P Issues Negative Outlook on Berkshire
03/23/2009 | AIG’s Bonus Debacle
03/22/2009 | Classic Cars: Investment or Consumption?
03/21/2009 | GEICO Enters Massachusetts Market
03/18/2009 | Clayton Homes: An Admirable Track Record
03/18/2009 | Climate Change Impacts Insurers
03/17/2009 | Discussion Forum Launched!
03/16/2009 | Pensions and Tax-Exempt Bond Insurance
03/16/2009 | Sesame Street Explains Madoff Scandal
03/15/2009 | Berkshire Finalizes Swiss Re Funding
03/14/2009 | Net Current Asset Value Stocks
03/12/2009 | Fitch Downgrades Berkshire Hathaway
03/11/2009 | Buffett Tips His Hand?
03/10/2009 | GuruFocus Runs Berkshire Series
03/09/2009 | Berkshire Arbitrage Opportunities Revisited
03/08/2009 | False Economies and Investing
03/06/2009 | Coping With Market Meltdowns
03/05/2009 | Berkshire Valuation Two Column Approach
03/04/2009 | Inflation Expectations
03/03/2009 | A.M.Best: Stable 2009 Reinsurance Outlook
03/02/2009 | Berkshire’s Misunderstood Derivatives
02/28/2009 | Berkshire Intrinsic Value Estimate: $142K
02/28/2009 | Berkshire Non-Insurance Subs Valuation
02/28/2009 | Berkshire Insurance Subsidiaries Valuation
02/28/2009 | Evaluating Berkshire’s Intrinsic Value
02/28/2009 | Warren Buffett’s Letter to Shareholders
02/28/2009 | February 2009 Berkshire IV Estimate
02/27/2009 | Berkshire Stock Holdings – Q1 Performance
02/26/2009 | Should Berkshire Pay a Dividend?
02/25/2009 | The Interpretation of Financial Statements
02/24/2009 | DJIA: A Highly Flawed Benchmark
02/23/2009 | Berkshire B Class Discount Persists
02/22/2009 | Madoff’s Weapons of Influence
02/20/2009 | Berkshire Hathaway A/B Arbitrage
02/19/2009 | Blog Set Up for Dummies
02/18/2009 | Interpreting Buffett’s Q4 Stock Sales
02/16/2009 | Berkshire Hathaway Q3 2008 Results
02/16/2009 | While America Aged by Roger Lowenstein

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