This page displays a full listing of all articles published on The Rational Walk since 2009. AllBerkshire Hathaway (287)Books (112)Company Analysis (100)Company News (110)Economics (165)Investing (103)Journal (36)Personal Finance (34)Philosophy (15)The Digest (165)There’s Always a Reason September 21, 2023 The Digest #165 September 19, 2023 The Power of Investment Journals September 14, 2023 The Digest #164 September 13, 2023 Negative Lollapalooza Effects September 10, 2023 The Digest #163 September 7, 2023 The Digest #162 August 31, 2023 Warren Buffett’s Canvas August 30, 2023 The Digest #161 August 25, 2023 The Digest #160 August 17, 2023 The Berkshire Hathaway MBA August 14, 2023 A Very Strange Public Offering August 11, 2023 The Digest #159 August 9, 2023 The Digest #158 August 2, 2023 The Digest #157 July 26, 2023 Wealth vs. Income July 25, 2023 The Digest #156 July 20, 2023 My Years with General Motors July 14, 2023 The Digest #155 July 12, 2023 The Limits of an Inner Scorecard July 11, 2023 The Use of Letters July 9, 2023 The Digest #154 July 6, 2023 What I’ve Been Reading July 2, 2023 AMA #1: Berkshire Hathaway June 30, 2023 Apple Vision Pro June 22, 2023 Navigating Early Retirement June 17, 2023 Fooled by Fanatics June 11, 2023 Warren Buffett’s Advice on Stocks vs. Bonds June 3, 2023 Death, Taxes, and Inflation June 2, 2023 Debt Ceiling Drama May 25, 2023 Backing into a Speculative Position May 22, 2023 Henry Ford’s Life and Work May 15, 2023 Berkshire Hathaway Meeting Links May 4, 2023 Moral Hazard in Banking May 1, 2023 Made in America: Sam Walton’s Story April 30, 2023 Iterative Business Models April 25, 2023 Berkshire Hathaway Annual Meeting Questions April 22, 2023 The Role of TIPS in a Fixed Income Portfolio April 19, 2023 Substack vs. Twitter April 12, 2023 Outlive: The Science and Art of Longevity April 6, 2023 What I’ve Been Reading March 31, 2023 First Republic Bank’s Proxy Statement March 25, 2023 Enlightenment or Dystopia? March 21, 2023 The China Question March 20, 2023 Berkshire Hathaway’s 2023 Proxy Statement March 18, 2023 The Role of Deposit Insurance March 17, 2023 Berkshire Hathaway’s Fixed Maturity Portfolio March 16, 2023 The Risks of Investing in Bonds March 15, 2023 Barney Frank’s Signature Bank Compensation March 13, 2023 Yet Another Bailout March 13, 2023 Fragile Capitalists March 12, 2023 The Fall of Silicon Valley Bank March 11, 2023 Berkshire Resumes Occidental Purchases March 8, 2023 Political Risks for Railroads March 3, 2023 Warren Buffett’s 2022 Letter to Shareholders February 26, 2023 Falling in Love With Investments February 23, 2023 Social Media Platform Integrity February 21, 2023 Berkshire Hathaway as an Income Stock? February 17, 2023 The Perils of Blind Coat Tailing February 16, 2023 Four Seasons: The Story of a Business Philosophy February 14, 2023 Daily Journal Annual Meeting Questions February 11, 2023 The Rational Walk on Substack February 7, 2023 Different Types of Mistakes February 4, 2023 Managing Decline February 2, 2023 Information Wants To Be Free January 30, 2023 In Search of the Buffett Premium January 27, 2023 Instant Feedback January 26, 2023 The Digest #153 January 18, 2023 Earning Wisdom January 17, 2023 Flights of Fancy January 13, 2023 The Digest #152 January 13, 2023 Tyler Technologies January 7, 2023 The Digest #151 January 6, 2023 Damn Right! — Behind the Scenes with Charlie Munger January 1, 2023 The Digest #150 December 30, 2022 Journal Technologies December 27, 2022 The Year in Review December 26, 2022 What I’ve Been Reading December 23, 2022 The Digest #149 December 23, 2022 The Digest #148 December 16, 2022 The Digest #147 December 9, 2022 The Digest #146 December 4, 2022 The Digest #145 November 23, 2022 The Case for Splitting Berkshire’s Class A Shares November 21, 2022 The Digest #144 November 18, 2022 Exemplars November 17, 2022 The Role of Luck November 13, 2022 The Digest #143 November 11, 2022 A Closer Look at Berkshire Hathaway’s Operating Income November 7, 2022 The Digest #142 November 4, 2022 Ben Graham’s View of Unpopular Large Companies November 4, 2022 Thoughts on Monetizing Twitter October 31, 2022 The Digest #141 October 28, 2022 The Digest #140 October 21, 2022 Observations of a New Costco Member October 18, 2022 The Digest #139 October 14, 2022 The Story of FedMart October 12, 2022 Greg Abel’s Bet on Berkshire Hathaway October 7, 2022 The Digest #138 October 7, 2022 Lies and Deception October 1, 2022 The Digest #137 September 30, 2022 What I’ve Been Reading September 28, 2022 The Digest #136 September 23, 2022 Railroader: The Unfiltered Genius of Hunter Harrison September 20, 2022 America’s Car-Mart: Business Update September 17, 2022 The Digest #135 September 17, 2022 The Value of Hard Work September 13, 2022 The Digest #134 September 9, 2022 The Digest #133 September 2, 2022 Dempster Mill Manufacturing Company August 29, 2022 The Digest #132 August 26, 2022 The Digest #131 August 19, 2022 The Digest #130 August 12, 2022 Berkshire’s Ownership of Occidental Exceeds 20% August 11, 2022 Berkshire Hathaway’s Q2 2022 Results August 8, 2022 Berkshire Hathaway’s Distorted Quarterly Results August 7, 2022 The Digest #129 August 6, 2022 The Automobile Industry August 4, 2022 The Digest #128 July 30, 2022 The Value of Repetition July 27, 2022 The Digest #127 July 23, 2022 A Tale of Three Acquisitions July 22, 2022 Buffett’s Bet on Occidental Petroleum July 21, 2022 Overcoming Initial Resistance July 20, 2022 Wealth Clarifies July 17, 2022 The Digest #126 July 16, 2022 Selecting Companies to Research July 15, 2022 The Digest #125 July 9, 2022 The Digest #124 July 2, 2022 What I’ve Been Reading June 28, 2022 Title Insurance June 27, 2022 The Digest #123 June 26, 2022 Supreme Court Rules Against DaVita June 21, 2022 The Digest #122 June 21, 2022 Soul in the Game: The Art of a Meaningful Life June 20, 2022 Throwing Sand in the Gears June 16, 2022 Buffett’s Philanthropic Record June 15, 2022 Enduring Inflation June 14, 2022 The Digest #121 June 13, 2022 The High Cost of Poverty June 10, 2022 The Digest #120 June 7, 2022 Irrational … Compared to What? June 2, 2022 The Digest #119 May 31, 2022 The Case for Mad Money May 28, 2022 Shadow Banned May 27, 2022 The Digest #118 May 24, 2022 The Digest #117 May 17, 2022 Kidney Failure and the Dialysis Industry May 14, 2022 The Digest #116 May 10, 2022 The Benefits of Zooming Out May 7, 2022 The Digest #115 May 3, 2022 Top Ten Highlights From Berkshire Hathaway’s 2022 Annual Meeting May 2, 2022 Berkshire Hathaway 2022 Annual Meeting April 29, 2022 How Berkshire Could Deploy $6 Billion April 26, 2022 The Digest #114 April 25, 2022 The Trouble with FIRE April 23, 2022 Trillions: The Pioneers of Passive Investing April 20, 2022 The Digest #113 April 19, 2022 Does it Make Sense for Berkshire Hathaway to Acquire Markel Corporation? April 15, 2022 The Digest #112 April 12, 2022 Chris Bloomstran Interview April 10, 2022 Business Lessons from Tom Murphy April 8, 2022 The Digest #111 April 6, 2022 Auto Insurance Competitive Dynamics April 6, 2022 Letter to Readers April 5, 2022 What I’ve Been Reading April 2, 2022 The Digest #110 March 30, 2022 Necessary Inefficiency March 29, 2022 The Digest #109 March 25, 2022 A Shot to Save the World March 24, 2022 The Digest #108 March 23, 2022 What Does Buffett See in Alleghany? March 21, 2022 The Digest #107 March 17, 2022 The Digest #106 March 12, 2022 Berkshire’s Directors Have Skin in the Game March 12, 2022 The Digest #105 March 6, 2022 The Digest #104 March 3, 2022 Berkshire’s Future Depends on Voting Control March 3, 2022 Warren Buffett’s 2021 Letter to Shareholders February 26, 2022 The Digest #103 February 23, 2022 The Digest #102 February 22, 2022 George Washington’s Farewell Address February 21, 2022 The Digest #101 February 18, 2022 Becoming Trader Joe February 17, 2022 The Digest #100 February 15, 2022 Trading Ban Proposals February 12, 2022 The Digest #99 February 10, 2022 The Digest #98 February 8, 2022 The Digest #97 February 1, 2022 The Lords of Easy Money January 29, 2022 The Digest #96 January 25, 2022 The Anchoring Effect January 19, 2022 The Digest #95 January 17, 2022 The Digest #94 January 13, 2022 The Digest #93 January 11, 2022 The Digest #92 January 6, 2022 The Futility of Hatred January 3, 2022 The Digest #91 January 1, 2022 What I’ve Been Reading December 28, 2021 The Digest #90 December 22, 2021 The Digest #89 December 16, 2021 The Revolution That Wasn’t December 14, 2021 James Madison: America’s First Politician December 9, 2021 A Matter of Perspective November 19, 2021 The Two Faces of Social Media November 16, 2021 Earning a Risk Free 7% Return November 2, 2021 The Solitude of a Virtual Marathon October 14, 2021 What I’ve Been Reading September 29, 2021 Remembering September 11, 2001 September 13, 2021 Money Illusion as a Policy Objective September 10, 2021 The Fragility of Habits September 3, 2021 The Digest #88 July 14, 2021 The Seven Sleepers June 29, 2021 The Digest #87 June 27, 2021 The Digest #86 June 23, 2021 Pounds of Salt: The Fed’s Epistemic Arrogance June 17, 2021 The Digest #85 June 16, 2021 The Digest #84 June 10, 2021 The Digest #83 May 28, 2021 The Digest #82 May 21, 2021 The Digest #81 May 14, 2021 Berkshire’s CEO Succession: A Brief Look at Incentives May 11, 2021 The Digest #80 May 7, 2021 The Digest #79 April 30, 2021 The Digest #78 April 23, 2021 The Digest #77 April 16, 2021 The Digest #76 April 9, 2021 Musings From a Coffee Shop April 6, 2021 The Digest #75 April 2, 2021 The Digest #74 March 26, 2021 Goldman’s Infamous Boot Camp March 20, 2021 The Digest #73 March 19, 2021 The Digest #72 March 11, 2021 The Price of Misery March 8, 2021 What We Have Lost March 6, 2021 The Digest #71 March 5, 2021 The Digest #70 February 26, 2021 The Digest #69 February 24, 2021 The Digest #68 February 19, 2021 The Digest #67 February 15, 2021 The Digest #66 February 12, 2021 The Digest #65 February 10, 2021 Atomic Habits February 8, 2021 The Digest #64 February 5, 2021 The Digest #63 February 3, 2021 The Digest #62 January 31, 2021 The Digest #61 January 29, 2021 The Digest #60 January 27, 2021 The Digest #59 January 22, 2021 The Digest #58 January 20, 2021 The Crazy Election of 1800 January 19, 2021 The Digest #57 January 15, 2021 The Digest #56 January 13, 2021 The Digest #55 January 6, 2021 Reward and Punishment Superresponse Tendency December 28, 2020 The Case for U.S. Savings Bonds December 23, 2020 The Digest #54 December 2, 2020 The Books of 2020 November 26, 2020 The Digest #53 November 20, 2020 The Digest #52 November 17, 2020 The Digest #51 November 13, 2020 The Digest #50 November 6, 2020 The Digest #49 November 4, 2020 The Digest #48 October 30, 2020 The Digest #47 October 28, 2020 The Digest #46 October 21, 2020 The Digest #45 October 14, 2020 The Digest #44 October 11, 2020 The Psychology of Money October 11, 2020 The Digest #43 October 7, 2020 The Digest #42 September 30, 2020 The Digest #41 September 23, 2020 The Digest #40 September 16, 2020 The Digest #39 September 9, 2020 The Digest #38 September 2, 2020 The Illusion of Control August 31, 2020 The Digest #37 August 26, 2020 The Digest #36 August 19, 2020 The Power of Morning Pages August 15, 2020 The Digest #35 August 12, 2020 The Digest #34 August 9, 2020 Going the Distance August 7, 2020 The Digest #33 August 5, 2020 Deprival-Superreaction Tendency August 3, 2020 The Digest #32 July 29, 2020 Capital Allocation: The Financials of a New England Textile Mill July 27, 2020 The Digest #31 July 22, 2020 Lighthouse: Women Leading the Way in Finance July 20, 2020 The Digest #30 July 15, 2020 Buffett’s SEC Filing Implies Repurchases July 13, 2020 The Digest #29 July 8, 2020 The Irrational Tax Trap July 7, 2020 The Digest #28 July 1, 2020 The Buffalo News: From Butler to Buffett June 29, 2020 The Digest #27 June 24, 2020 Summer Book Recommendations for 2020 June 22, 2020 The Digest #26 June 17, 2020 The Power Broker: Robert Moses and the Fall of New York June 12, 2020 The Digest #25 June 10, 2020 What’s Your Magic Number? June 8, 2020 The Digest #24 June 3, 2020 The Joys of Compounding June 1, 2020 The Digest #23 May 27, 2020 Man’s Search for Meaning May 26, 2020 The Digest #22 May 20, 2020 Where Are the Customers’ Yachts? May 19, 2020 The Digest #21 May 13, 2020 Farnam Street’s Great Mental Models, Volume 2 May 12, 2020 The Digest #20 May 6, 2020 The Psychology of Masks May 4, 2020 The Digest #19 April 29, 2020 Berkshire Hathaway Annual Meeting Questions April 28, 2020 The Digest #18 April 22, 2020 Thoughts on Berkshire’s Deployable Cash April 21, 2020 The Digest #17 April 15, 2020 The Great Influenza of 1918 April 12, 2020 The Digest #16 April 8, 2020 The World Has No Pause Button April 6, 2020 The Digest #15 April 1, 2020 Jony Ive: The Genius Behind Apple’s Greatest Products March 30, 2020 The Digest #14 March 25, 2020 Berkshire Hathaway and the Coronavirus Crash March 22, 2020 The Digest #13 March 18, 2020 The Surreal Weekend March 15, 2020 The Digest #12 March 11, 2020 Coping With Market Meltdowns II March 9, 2020 The Digest #11 March 4, 2020 Thoughts on the Coronavirus Correction March 1, 2020 The Digest #10 February 26, 2020 Buffett Loosens the Purse Strings for Repurchases February 24, 2020 The Digest #9 February 22, 2020 The Digest #8 February 19, 2020 Twenty Years of Owning Berkshire Hathaway February 15, 2020 The Digest #7 February 12, 2020 Alchemy by Rory Sutherland February 10, 2020 The Digest #6 February 5, 2020 Staying Informed Amid the Noise February 3, 2020 The Digest #5 January 29, 2020 My $2 Million Apple Mistake January 27, 2020 The Digest #4 January 22, 2020 Farnam Street’s Great Mental Models January 20, 2020 The Digest #3 January 15, 2020 Margin of Trust: The Berkshire Business Model January 13, 2020 The Digest #2 January 8, 2020 The Ride of a Lifetime January 6, 2020 The Digest #1 January 1, 2020 The Man Who Solved The Market December 28, 2019 How to Lie With Statistics December 23, 2019 The Financial Illiteracy Epidemic December 18, 2019 T. Rowe Price: The Sage of Baltimore December 10, 2019 The Aesthetic Tightrope December 3, 2019 Holiday Book Recommendations for 2019 November 26, 2019 Loonshots: How to Nurture Crazy Ideas November 21, 2019 Non-Consensus Investing: Being Right When Everyone Else Is Wrong November 14, 2019 Talking to Strangers by Malcolm Gladwell November 5, 2019 The Paradox of Trust October 31, 2019 Avoiding 21st Century Twaddle October 25, 2019 A Silent Interlude August 29, 2019 The Giles Resolutions July 4, 2019 Availability-Misweighing Tendency July 1, 2019 How to Think Like a Roman Emperor June 20, 2019 American Moonshot: John F. Kennedy and the Great Space Race June 12, 2019 Warren Buffett Moves the Goalposts! February 27, 2019 Cultivating the State of Flow February 21, 2019 Ten Years February 15, 2019 Reaching Financial Independence February 13, 2019 Enough: True Measures of Money, Business, and Life January 25, 2019 The Quarterly Guidance Trap Bites Apple January 7, 2019 Holiday Book Recommendations for 2018 November 21, 2018 Berkshire’s Repurchase Policy: Too Little, Too Late? November 4, 2018 The Pitfalls of Early Success – A Personal History October 25, 2018 Sapiens: A Brief History of Humankind October 21, 2018 Mastering the Market Cycle October 13, 2018 Thoughts on Share Repurchases and Capital Allocation July 19, 2018 Early Bird: The Power of Investing Young January 9, 2018 The Financial Flu Shot: Using Bond Ladders December 27, 2017 Setting Up Your Bicycle as a Car Replacement December 10, 2017 Making Sense of Obamacare Open Enrollment December 9, 2017 Tax The Small Investor Behind The Tree November 20, 2017 University of Berkshire Hathaway November 8, 2017 The Man Who Sold America October 30, 2017 Spartan Moving 101 June 10, 2017 Blockchain Revolution April 13, 2017 Via Negativa: Wisdom Through Subtraction April 12, 2017 A Man For All Markets March 24, 2017 The Autonomous Vehicle Revolution March 22, 2017 Highlights from Markel’s 2016 Annual Letter March 21, 2017 Sharing Ideas? Beware of Negative Lollapalooza Effects March 16, 2017 There’s Always Something to Do: The Peter Cundill Investment Approach March 12, 2017 Fifteen Years to Financial Independence March 11, 2017 How to Quickly Scan a 10-K Report for Key Updates February 27, 2017 Highlights From Warren Buffett’s 2016 Letter to Shareholders February 25, 2017 Everything is Negotiable – Including Your Cable Bill February 19, 2017 Does Chipotle’s Valuation Offer a Margin of Safety? February 10, 2017 Escaping the Ratcheting Lifestyle Trap February 4, 2017 Snap Pitches Hopes and Dreams, Shuns Accountability February 3, 2017 How to Review a Proxy Statement February 2, 2017 How I Escaped the Car Clown Habit January 29, 2017 Golden Exit Packages for Government Service January 26, 2017 Reflections on Donald Trump’s Inauguration January 21, 2017 Meditations by Marcus Aurelius January 18, 2017 How to Read a 10-K Annual Report Efficiently January 13, 2017 America’s Car-Mart: Navigating the Subprime Market January 10, 2017 CarMax: A Better Way to Buy and Sell Used Cars? January 3, 2017 Revisiting Daily Journal Corporation – Five Years Later December 23, 2016 The Individual Investor’s Performance Incentive System December 22, 2016 The Undoing Project: A Friendship That Changed Our Minds December 15, 2016 The Risk of Backing into a Speculative Position December 13, 2016 Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future December 9, 2016 Munger’s Psychology of Human Misjudgment December 6, 2016 Intelligent Fanatics Project: How Great Leaders Build Sustainable Businesses November 30, 2016 Getting In on the 50th Floor November 18, 2016 Berkshire’s Post-Election Record High November 10, 2016 How to Build a Business Warren Buffett Would Buy: The R.C. Willey Story November 8, 2016 Revisiting Berkshire’s Wrigley Investments November 6, 2016 Markel Ventures Gains Momentum November 3, 2016 The Buffett Essays Symposium October 27, 2016 Pre-Suasion: A Revolutionary Way to Influence and Persuade October 21, 2016 The Virtue of Being Merely Average October 19, 2016 Inside the Investments of Warren Buffett: Twenty Cases October 13, 2016 Chipotle Mexican Grill: Is the Brand Intact? October 12, 2016 DaVita Healthcare Partners October 4, 2016 Dear Chairman: Boardroom Battles and the Rise of Shareholder Activism June 18, 2016 Warren Buffett’s Ground Rules May 27, 2016 A Closer Look at Markel Ventures May 20, 2016 Habit of Labor: Lessons from a Life of Struggle and Success May 15, 2016 Alleghany Corporation May 6, 2016 Markel CATCo Investment Management May 4, 2016 TransDigm Group April 29, 2016 C.H. Robinson Worldwide April 27, 2016 Berkshire Hathaway in 2026 April 26, 2016 MRC Global: A Play on Oil & Gas Recovery April 25, 2016 W. R. Berkley Corporation April 20, 2016 RLI Corp: Profile of an Extraordinary Insurer April 9, 2016 Company Profile: Expeditors International April 6, 2016 Examining Progressive’s Competitive Position March 29, 2016 Berkshire Hathaway Energy Valuation Indicators March 7, 2016 Reassessing Berkshire’s Insurance Operations March 1, 2016 Berkshire Hathaway: The Next Ten Years February 25, 2016 Loews Corporation Sum-of-the-Parts Update February 20, 2016 Markel Corporation’s Equity Portfolio Returns February 18, 2016 Markel Corporation Reports 2015 Results February 12, 2016 Coping With Irrational Markets January 18, 2016 Berkshire’s Repurchase Level is not a “Floor” January 7, 2016 Assessing Investment Performance January 2, 2016 The Problem of Rational Capital Allocation November 19, 2015 How to Read a Book: The Classic Guide to Intelligent Reading November 13, 2015 An Introduction to Charlie Munger’s Investment Philosophy October 22, 2015 The Individual Investor’s Edge October 20, 2015 Markel Corporation: Q2 2015 Results August 6, 2015 When to Sell a Successful Investment July 20, 2015 Markel Corporation at $800/share June 18, 2015 How to Read the Berkshire Hathaway Annual Report February 27, 2015 Berkshire Beyond Buffett: The Enduring Value of Values November 5, 2014 The Education of a Value Investor October 2, 2014 Revisiting Berkshire Hathaway’s Valuation September 18, 2014 Coca Cola Misfires on Share Repurchase Rationale March 29, 2014 A Manual on Common Stock Investing March 28, 2014 Munger’s Prescription for Corporate Governance March 21, 2014 Daily Journal’s Portfolio Holdings Revealed February 11, 2014 Platinum Underwriters 2013 Results February 7, 2014 Berkshire Hathaway Stock Repurchase Odds Increase February 4, 2014 An Examination of Berkshire Hathaway’s Retained Earnings Test January 14, 2014 Fizz — How Soda Shook Up the World December 26, 2013 Revisiting Berkshire Hathaway’s Acquisition of BNSF November 5, 2013 Short Stories from the Stock Market November 1, 2013 The Manual of Ideas September 27, 2013 Loews Corporation: Still Cheap on Sum-of-the-Parts Valuation Basis May 15, 2013 The Facts Change at Contango Oil & Gas May 8, 2013 Berkshire Hathaway Approaches Record High February 1, 2013 Contango Oil & Gas Company: Recent Developments October 24, 2012 Interview Excerpt: Charles de Vaulx Shares Insights on ‘Eclectic’ Portfolio September 27, 2012 The Value Investors: Lessons from the World’s Top Fund Managers September 26, 2012 Contango Oil & Gas: Compelling Opportunity for Natural Gas Bulls September 22, 2012 Howard Marks Interview Transcript September 17, 2012 Pitfalls in Oil & Gas Accounting September 11, 2012 Natural Gas Remains Depressed With No End in Sight September 3, 2012 Joy Global: A Misunderstood Cyclical? July 24, 2012 Investors Title Company Approaches Intrinsic Value June 21, 2012 Loews Corporation: Cheap on Sum-of-the-Parts Basis March 10, 2012 Assessing the Past Decade at Berkshire Hathaway February 26, 2012 Platinum Underwriters (NYSE: PTP) January 23, 2012 Daily Journal Corporation: Declining Publisher or Rising Hedge Fund? December 15, 2011 Platinum Underwriters: Mining for Value in Reinsurance October 21, 2011 Middleburg Financial: The Foundation of Sokol’s “Mini Berkshire”? April 2, 2011 Sokol’s Statements on CNBC Contradict Lubrizol’s Proxy Statement March 31, 2011 Sokol: My Mistake Was Suggesting Lubrizol to Buffett March 31, 2011 Sokol’s Resignation Raises Questions Regarding Lubrizol Transaction March 30, 2011 MidAmerican Energy Investor Presentation Slides March 29, 2011 Berkshire’s Investment Write-Downs: “Gotcha Moment” or Difference of Opinion? March 29, 2011 Video Interview With Berkshire Hathaway’s Ajit Jain Via New Delhi Television March 24, 2011 Buffett: Berkshire’s Board Would Support Jain as Successor (But Jain’s Not Interested) March 22, 2011 Buffett’s Still Looking for Elephants But Reluctant to Use Berkshire Shares March 22, 2011 Berkshire’s Ajit Jain Comments on Indian Insurance Market, Japan, and Succession Issues March 22, 2011 Swiss Re Estimates $1.2 Billion Pre-Tax Loss From Japan Disasters March 21, 2011 Goldman Sachs Plans to Redeem Berkshire Hathaway’s Investment March 18, 2011 How Should Investors Assess Worst Case Scenarios in Japan? March 17, 2011 Looking For Hidden Real Estate Value at Investors Title Company March 15, 2011 Transcript of Warren Buffett’s FCIC Testimony via Santangel’s Review March 15, 2011 Buffett Bags a Zebra: An Initial Look at Lubrizol Corporation March 14, 2011 What Does Buffett’s Valuation of GEICO Imply for Progressive? March 6, 2011 Transcript of David Einhorn’s FCIC Testimony via Santangel’s Review March 5, 2011 Implications of Cheap Natural Gas on Public Policy and Investing March 5, 2011 Berkshire Hathaway: In Search of the “Buffett Premium” — Now Available! March 1, 2011 Assessing ‘Synergy’ Potential Between MidAmerican Energy and Burlington Northern Santa Fe February 28, 2011 Berkshire Hathaway Posts Solid 2010 Results; Firing on All Cylinders After Recession February 26, 2011 Buffett’s Annual Letter Offers Insight on the ‘Three Pillars’ of Berkshire’s Intrinsic Value February 26, 2011 Large Losses From New Zealand Quake May Not Create Hard Insurance Pricing Market February 25, 2011 Buffett’s Biographer Calls for More Disclosure on Berkshire Succession February 24, 2011 Examining Berkshire’s Retroactive Reinsurance Transaction with CNA Financial February 24, 2011 Buffett Seizes Opportunities During Financial Crisis February 23, 2011 Berkshire Hathaway Scores Major Victory With Swiss Re Investment February 18, 2011 Apple Risks Dominant Position in Tablets With New Digital Publishing Model February 17, 2011 Lou Simpson’s Retirement Prompts Berkshire Portfolio Changes February 15, 2011 NetJets Posts Profits But Margins Remain Under Pressure February 10, 2011 India May Require $1 Trillion in Infrastructure Spending Over Five Years February 9, 2011 Nokia’s ‘Burning Platform’ Highlights Perils of Creative Destruction February 9, 2011 Berkshire Enters into Agreement to Acquire Wesco; “Afternoon With Charlie” Planned February 7, 2011 Howard Marks on The Human Side of Investing February 4, 2011 BYD’s Battery Technology May Face Challenges February 1, 2011 Revisiting Noble Corporation Investment Thesis and Importance of Sell Discipline February 1, 2011 Mobile Phones Revolutionize Third World Economics February 1, 2011 Microsoft Bears Underestimate the ‘Enterprise Moat’ January 28, 2011 Examining the Consensus View of Intel Corporation January 24, 2011 Berkshire Likely to Pay Dividends Eventually — But Not This Year January 22, 2011 Buffett to Retire From Washington Post’s Board January 20, 2011 What I Learned Before I Sold to Warren Buffett January 19, 2011 With Jobs on Medical Leave, Apple Shareholders Deserve More Disclosure Regarding Succession January 18, 2011 Excerpts From In Search of the “Buffett Premium” January 15, 2011 Why Are Value Investors Willing To Share Ideas? January 13, 2011 Rail Traffic Rebounds in 2010 But Remains Far Short of Pre-Recession Levels January 11, 2011 In-N-Out Burger: A Behind-the-Counter Look at the Fast-Food Chain That Breaks All the Rules January 8, 2011 Contango Provides Updated Perspective on Gulf of Mexico Situation January 5, 2011 Diamond Offshore Offers Value Amid Regulatory Chaos January 4, 2011 Start the New Year With an Investment Report Card January 1, 2011 The Year in Review: Popular Articles of 2010 December 22, 2010 Kindle and Calibre Presents a Powerful Solution for Newshounds December 19, 2010 Retailers ‘Stuck in the Middle’ May Soon Face Extinction December 16, 2010 Companies Switch to Shale Oil as Natural Gas Prices Remain Depressed December 8, 2010 Holiday Book Recommendations for 2010 December 5, 2010 What Investors Really Want November 30, 2010 Investors Title Company Represents Value in Midst of Housing Turmoil November 29, 2010 The Investor’s Guide to Amazon’s Kindle 3 November 19, 2010 Gates Foundation Selling Should Have Limited Impact on Berkshire’s Stock Price November 15, 2010 Contango ORE: An Intelligent Gold and Rare Earth Speculation? November 9, 2010 Examining Berkshire’s Q3 Results With Special Focus on NetJets November 6, 2010 Swiss Re Repays Berkshire’s Investment After Buffett Eases Early Payment Terms November 4, 2010 Bernanke Persists in ‘Pushing on a String’ With QE2 November 3, 2010 Value Investors Are Finding Opportunities in Banking November 1, 2010 What We Know (And Don’t Know) About Berkshire’s Succession Planning October 31, 2010 Sokol May Increase Stake in Middleburg Financial October 29, 2010 Why Is Todd Combs Bullish on Western Union? October 27, 2010 Berkshire Hathaway Hires Todd Combs as Investment Manager October 25, 2010 Noble Corporation Q3 Results Impacted by Moratorium But Worst May Have Passed October 21, 2010 NetJets Plans to Expand Fleet Amid Continued Weakness in Business Aviation October 18, 2010 Buffett’s Purchase of Berkshire Hathaway Was a $200 Billion ‘Value Trap’ October 18, 2010 Harness Technology to Stay Informed During Earnings Season October 14, 2010 The St. Joe Company: Einhorn vs. Berkowitz October 13, 2010 Google’s Inflation Measure May Keep Government Statistics Honest October 12, 2010 Buffett: Why Own Bonds When You Can Own Equities? October 6, 2010 Investors Price In Failure of Windows Phone 7 Rollout October 5, 2010 Facebook Should Announce a Reverse Stock Split October 3, 2010 Contango Plans to Spin Off Minerals Exploration Subsidiary September 30, 2010 Buffett Affirms Continued Support for BYD September 27, 2010 Reports of Buffett Dumping Stake in BYD Lack Credibility September 24, 2010 Can Apple’s iPad Make Laptops Unnecessary? September 23, 2010 Furor Grows Over Munger’s ‘Suck It Up and Cope’ Comment September 21, 2010 Federal Stimulus Missed Key Infrastructure Opportunities September 21, 2010 Better Place Rolls Out Electric Car Battery Switching Concept in Israel September 18, 2010 PCI Releases First Half 2010 Property/Casualty Industry Results September 17, 2010 Rockefeller vs. Railroads: Regulatory Debate Heats Up in Washington September 16, 2010 Rosenfeld Defends ‘Transformational’ Cadbury Acquisition September 16, 2010 Coca-Cola Tops Interbrand’s Global Brand Survey for 11th Consecutive Year September 16, 2010 Charlie Munger Speaks to University of Michigan Law Students September 15, 2010 Noble CEO Forecasts Continued Gulf of Mexico Uncertainty Ahead September 15, 2010 HP Faces Criticism for Shortchanging Research and Development September 14, 2010 Munich Re Plans to Introduce Offshore Drilling Insurance Policies September 13, 2010 Buffett Sees Broad Based Economic Recovery Ahead September 13, 2010 Microsoft Plans Debt Sale to Fund Dividends and Buybacks September 13, 2010 HP’s Acquisition Binge Continues with $1.5 Billion Cash Offer for ArcSight September 13, 2010 Technology CEOs View Dividends as Sign of Defeat September 12, 2010 NetJets Mired in Controversy Over Possible Brand Erosion; Exclusive Details on Satisfaction Survey September 10, 2010 Microsoft Promotes Cloud Capabilities in New CRM Release September 9, 2010 Burlington Northern Sells $750 Million in New Bonds September 9, 2010 Atwood Oceanics Profile and Analysis September 7, 2010 Burry Sees Opportunities in Farmland, Gold, and Small Tech Firms September 7, 2010 E-Books Receive Mixed Reviews in the Classroom September 6, 2010 Barron’s Spots a Gusher in Noble Corporation September 4, 2010 Lloyd’s Insurers Cast Wary Eye on Hurricane Earl’s Progress Amid M&A Speculation September 3, 2010 Berkshire Hathaway Will Not Increase Wesco Bid September 1, 2010 Bill Miller: Large Cap Stocks are ‘Bargains of a Lifetime’ September 1, 2010 Tilson is Bullish on Large Cap Stocks Including J&J, Microsoft and Berkshire September 1, 2010 CORT Acquires Lounge22 Rental Business September 1, 2010 Microsoft’s Depressed Stock Price Attracts Flock of Value Investors August 31, 2010 Berkshire Hathaway May Bid for Direct Line August 30, 2010 Buffett Plans to Work Past 100 by ‘Thinking Outside the Box’ August 27, 2010 HP Faces ‘No Constraints’ in Battle for 3Par August 27, 2010 Berkshire Hathaway May Acquire Full Ownership of Wesco Financial August 26, 2010 Sokol Complains About ‘Deceit’ Among Disgruntled NetJets Employees August 26, 2010 Fairfax Financial Bets on Deflation Thesis August 26, 2010 BYD Faces Trouble Over China Land-Use Violation August 25, 2010 Century Bonds Back in Vogue With Norfolk Southern Issue August 24, 2010 Earthquake Forecasting: Beyond a Crystal Ball? August 23, 2010 Contango Announces $85 million Capex Budget for Fiscal 2011 August 23, 2010 Pension Obligations Could Still Sink General Motors August 23, 2010 Lou Simpson Plans to Retire from GEICO in December August 21, 2010 The Giving Pledge Runs into Unwarranted Controversy August 10, 2010 Nouriel Roubini on Systemic Risks and Possibility of Double Dip Recession August 10, 2010 Noble Corporation Forecasts Manageable Cost for Retrofitting Gulf Rigs August 10, 2010 Revisiting Burlington Northern’s Plans for Capex August 9, 2010 Wesco Financial’s Results Improve Despite Continued Weak Sales at CORT August 9, 2010 Contango Oil & Gas CEO Comments on ‘Gulf of Mexico in Chaos’ August 9, 2010 HP Board Dilutes Principled Stand with Generous Severance Agreement August 9, 2010 Munich Re Warns About Price of Low Interest Rates August 8, 2010 Berkshire Emerges from Recession With Sharply Higher Operating Profits August 6, 2010 FrontPoint May Gain Independence from Morgan Stanley August 5, 2010 Kewaunee Scientific Corporation: Rare Opportunity or Value Trap? August 4, 2010 Santulli Returns to Aviation with Launch of Milestone Aviation Group August 4, 2010 BYD Cuts Sales Target Amid Capacity Constraints August 4, 2010 J.D. Power Releases Auto Insurance Customer Satisfaction Survey August 3, 2010 BP Liability Could Exceed $21 billion Under Clean Water Act August 3, 2010 Modern Drilling Rigs Have Advantage Under Proposed Regulations August 2, 2010 Sokol Restores NetJets to Profitability But Not Without Controversy August 2, 2010 Short on Funds for a Down Payment? Freddie Mac Wants to Help! August 2, 2010 Small-Cap Stocks Outperform Coming Out of Recessions August 2, 2010 Proposed Mediterranean Deepwater Moratorium Unlikely to Gain Traction August 2, 2010 George Risk Industries Resembles Buffett’s Dempster Mill But Lacks a Catalyst July 30, 2010 Murdoch’s Early Success with WSJ for iPad May Derail Over Aggressive Pricing July 30, 2010 Munger: Li Lu’s Future at Berkshire Hathaway is a “Foregone Conclusion” July 29, 2010 Assessing Ballmer’s Track Record at Microsoft July 29, 2010 Amazon’s New Kindle: Priced as an iPad Accessory? July 29, 2010 Prem Jain: Buffett is a ‘Value + Growth’ Investor July 29, 2010 Mahindra’s U.S. Diesel Truck Hits Roadblocks July 28, 2010 GM Announces Volt Pricing Starting at $41,000 Limiting Mass Market Appeal July 27, 2010 High Speed Rail May Threaten Freight Rail Renaissance July 26, 2010 Goldman’s Problems Continue with Threat of FCIC Derivatives Audit July 26, 2010 An Absurd Example of Technical Analysis July 26, 2010 Deepwater Drilling Ban Continues to Devastate Gulf Coast Economy July 26, 2010 Progressive Offers Discount Based on Driver Monitoring July 26, 2010 P&C Insurers Recover in 2009 But Underwriting Losses Persist July 24, 2010 European Banking Stress Test Features Mild ‘Adverse Scenario’ July 23, 2010 French Finance Minister Commits to Austerity Measures to Trim Budget Deficit July 22, 2010 NetJets Continues Restructuring with Office Consolidation July 22, 2010 A Closer Look at Ensco’s Q2 Results July 22, 2010 GM to Acquire AmeriCredit; Revisiting Berkowitz’s Bullish Thesis July 22, 2010 Shell Deepwater Expert Points to Flaws in BP’s Well Design July 21, 2010 Tractor Supply Reports Q2 2010 Results July 21, 2010 Oil Industry Plans Disaster Response System for Future Spills July 21, 2010 Wells Fargo’s CFO Reacts to Dodd-Frank Act July 21, 2010 Contango Announces New Production; May Pay Special Dividend July 21, 2010 Microfinance Expands in For-Profit Sector July 21, 2010 A Closer Look at Noble Corporation’s Q2 Results July 20, 2010 Should Regulators Require Preemptive Relief Wells? July 20, 2010 China’s Coal Intensive Economy Reaches New Milestone July 20, 2010 Brazil Pushes Technical Limits in Deepwater Oil Exploration July 20, 2010 Einhorn Comments on Ensco Position in Q2 Letter July 20, 2010 Gates Bets on Continued Evolution of the Internal Combustion Engine July 20, 2010 Amazon Reports E-Book Sales Exceed Hardcovers; Where is the Tipping Point? July 19, 2010 Sacramento May Impose Crash Tax on Visiting Motorists July 19, 2010 Are Online Grocers Destined to Fail? July 19, 2010 Temperament Makes Warren Buffett a Genius July 19, 2010 Jordan’s Furniture Offers Another Unusual Red Sox Promotion July 16, 2010 Diamond Offshore Represents Interesting Play on Deepwater Revival July 15, 2010 The Rational Optimist: How Prosperity Evolves July 14, 2010 Artificial Intelligence Attempts to Replace Human Judgment July 14, 2010 Jim Cramer Looks at Berkshire Hathaway’s Technical Indicators July 13, 2010 Individual Investors Abandon Stocks; The ‘Death of Equities’ Redux? July 13, 2010 Einhorn’s Greenlight Capital Takes Large Position in Ensco July 12, 2010 Tractor Supply Offers a Compelling Growth Story July 10, 2010 Buffett’s a Heavy Internet User; But That’s Not Really Surprising July 8, 2010 Buffett: Double Dip Recession is Unlikely July 8, 2010 Chrysler Misfires In Decision to Marginalize Legendary Hemi Brand July 7, 2010 Manual of Ideas Offers Insights into ‘Magic Formula’ Approach July 6, 2010 Summer Book Recommendations for 2010 July 4, 2010 Expect Consolidation as Administration Pushes Small Firms Out of Gulf July 2, 2010 New Madrid Fault Represents High Impact, Low Probability Risk July 1, 2010 Berkshire’s Q2 2010 Portfolio Performance Mirrors Overall Market June 30, 2010 Noble’s Acquisition of Frontier Highlights Importance of Clean Balance Sheet June 30, 2010 Delivering Happiness: A Path to Profits, Passion, and Purpose June 27, 2010 Newspapers Face Difficult Future Despite iPad Breakthrough June 25, 2010 Berkshire Wins World Cup Bet as France Falls to South Africa June 23, 2010 Deepwater Drilling Moratorium Overturned; Obama Administration Plans Appeal June 22, 2010 Berkshire Hathaway Entering Indian Auto Insurance Market June 21, 2010 Faulty Well Design Highlights Importance of Redundancy June 19, 2010 The Collector: 1977 WSJ Article on Buffett Strikes Familiar Themes June 18, 2010 The Value Investor’s Guide to Value Line Investment Survey June 17, 2010 Zappos Retains Corporate Culture After Amazon Acquisition June 17, 2010 Berkshire Hathaway 2010 Briefing Book: Special Student Offer June 16, 2010 Ensco Provides Rig Status Update June 15, 2010 Investigation of Deepwater Horizon Points to Human Error June 14, 2010 Ensco International Profile and Analysis June 11, 2010 Tilson Makes the Case for Investing in BP June 9, 2010 The End of Wall Street by Roger Lowenstein June 7, 2010 For-Profit University Accreditation Facing Increased Scrutiny June 7, 2010 Drilling Moratorium’s Impact in Numbers June 6, 2010 Confusion Reigns Over Shallow Water Drilling Policy June 3, 2010 Was Buffett Too Easy on Moody’s in FCIC Testimony? June 3, 2010 Noble Corporation Profile and Analysis June 2, 2010 Interesting Political Aspects of Buffett’s FCIC Testimony June 2, 2010 National Oilwell Varco Profile and Analysis May 31, 2010 Greenwald’s Bearish on Amazon and Apple May 30, 2010 Johnson & Johnson’s Current Problems Mask Potential Opportunity May 29, 2010 Graham’s Advice on “Relatively Unpopular Large Companies” May 29, 2010 FT’s Interactive Economic Weather Map May 27, 2010 Apple Leads Microsoft in Market Cap Race May 26, 2010 Using Checklists to Control Emotions During Market Meltdowns May 26, 2010 Gulf of Mexico Disaster Calls for Prudent Regulatory Changes May 24, 2010 Will Facebook Finally Recognize the Virtue of Simplicity? May 24, 2010 Was Burry’s ‘Primer on Mortgage Short’ Convincing in 2006? May 22, 2010 The Big Short by Michael Lewis May 19, 2010 Volcker on Financial Regulatory Reform May 19, 2010 Berkshire Hathaway Reduced Kraft Position During First Quarter May 17, 2010 Li Lu’s Lecture at Greenwald’s Columbia University Value Investing Class May 17, 2010 Burlington Northern’s CEO Plans for Accelerated Capex May 12, 2010 The Inoculated Investor’s Value Investing Congress Meeting Notes May 11, 2010 Zynga’s FarmVille May Change Videogame Economics May 10, 2010 Berkshire Reports Strong Q1 2010 Results May 8, 2010 Munger Comments on Potential for Wesco to Become Wholly Owned by Berkshire May 6, 2010 2010 Annual Meeting Resources and Links May 4, 2010 NetJets Europe Performance Improves in First Quarter May 4, 2010 Buffett on Goldman Sachs, Derivatives, and the Economy May 3, 2010 Peter Boodell’s Berkshire Hathaway Annual Meeting Notes May 3, 2010 Roger Lowenstein: The Fed Should Burst Our Bubbles May 2, 2010 Berkshire Hathaway 2010 Annual Meeting Resource Page April 30, 2010 Munger: Lehman’s Behavior Represented Worst of Wall Street April 30, 2010 Buffett Observes Big Upswing in Business Starting in March April 30, 2010 Estimating Global Brand Value April 28, 2010 Bill Clinton on Goldman Sachs, Financial Regulatory Reform April 28, 2010 Behind the Berkshire Hathaway Curtain: Lessons from Warren Buffett’s Top Business Leaders April 27, 2010 Minimal Impact to Insurers from Icelandic Volcano Eruption April 27, 2010 Berkshire Lobbies Congress on Derivatives Collateral Requirements April 26, 2010 The Basics of Understanding Financial Statements April 24, 2010 Buffett Gives Goldman Sachs Another Vote of Confidence April 23, 2010 NetJets Posts a Profit in First Quarter April 22, 2010 Iscar’s Sales are Recovering; Wertheimer Looks at Expansion Possibilities April 21, 2010 David Sokol on Cap & Trade, Buffett’s Environmental Philosophy April 21, 2010 Highlights From Buffett Partnership Letters April 19, 2010 Malkiel is Bullish on China, Remains Efficient Market Proponent April 19, 2010 Jeremy Grantham on Bubbles and the Outlook Ahead April 19, 2010 Soft Insurance Market Persists; Active Hurricane Season Forecast April 18, 2010 Goldman Sachs Fraud Charges Require Quick Action April 17, 2010 Joel Greenblatt Applies Magic Formula to Global Investing April 16, 2010 Shell Bets $19 Billion on Gas-To-Liquids Plant in Qatar April 16, 2010 A Closer Look at Berkadia Commercial Mortgage April 15, 2010 Iceland Volcano Eruption May Result in Significant Insurance Claims April 15, 2010 Barclays Capital’s Bearish Forecast for GEICO is Unwarranted April 14, 2010 Berkshire Hathaway Director Ron Olson Talks About CEO Succession April 13, 2010 Pabrai: “I Don’t Invest in Tech Because I Spent Time In It” April 12, 2010 Insights on Executive Compensation from The Journal of Investing April 11, 2010 Robert Rubin: “I Did Not Want Significant Operational Responsibility” April 9, 2010 Forest River Manager Sues Berkshire For Wrongful Termination April 8, 2010 Exclusive Interview with Prem Jain, Author of ‘Buffett Beyond Value’ April 8, 2010 Bogle: Alan Greenspan’s Testimony Was Disingenuous April 7, 2010 Greenspan: Those Who Predicted Housing Bubble are “Statistical Illusions” April 5, 2010 Buffett Beyond Value: Why Warren Buffett Looks to Growth and Management When Investing April 3, 2010 Justin Fox Discusses Latest Book: The Myth of the Rational Market April 1, 2010 Good Friday Market Closure Separates Speculators From Investors April 1, 2010 Kraft’s Executive Compensation Policies Reward Value Destruction March 31, 2010 Taco Bell Expands to India: Paneer and Potato Tacos? March 30, 2010 Wesco’s CORT and Precision Steel Units Were “Hammered” in 2009 March 29, 2010 Roth IRA Conversion Can Hedge Against Higher Taxes March 28, 2010 Examining Middleburg Financial: David Sokol’s Favorite Bank? March 26, 2010 Natural Gas Gets Cheap Compared to Oil; Contango Remains Low Cost Producer March 26, 2010 BYD Offers Dual Mode Hybrid to Individual Buyers in China March 25, 2010 Berkshire’s McLane Subsidiary Acquires Kahn Ventures March 23, 2010 13 Bankers: The Wall Street Takeover and the Next Financial Meltdown March 21, 2010 Catastrophic Insurance and HSAs Can Control Costs March 20, 2010 Share Buybacks Gain Popularity as Stock Prices Rebound March 19, 2010 China’s Ambitious High Speed Rail Plans Dwarf American Initiatives March 18, 2010 A Response to S. Raj Rajagopal’s Short Case for Berkshire Hathaway March 17, 2010 The Dangers of Commitment Bias March 17, 2010 The Feds Knew About Lehman’s Repo 105 Transactions March 16, 2010 Clayton’s i-house Experiencing Slow Sales March 16, 2010 A Modest Proposal for Audit Reform March 15, 2010 Was Lehman’s CEO Criminally Negligent or Merely Incompetent? March 13, 2010 A Closer Look at Berkshire’s Executive Compensation Policy March 12, 2010 Berkshire’s Investment in BYD: A Bet on Wang Chuan-Fu March 10, 2010 Rupert Murdoch on Business Models for Online News March 9, 2010 A Look at Progressive’s Loss Estimation Accuracy March 8, 2010 Hank Greenberg Ready to Testify About General Re Transaction March 6, 2010 Another Amazing Story of Compounding March 5, 2010 Examining Berkshire Hathaway’s Loss Estimation Accuracy March 4, 2010 Buffett Clarifies Retained Earnings Policy March 3, 2010 It’s a Bird … It’s a Plane … It’s Compound Interest! March 2, 2010 Does BNSF Belong in Berkshire’s Utility Segment? March 1, 2010 Berkshire Hathaway 2010 Briefing Book Now Available! February 28, 2010 Highlights from Warren Buffett’s 2009 Letter to Shareholders February 27, 2010 Marty Whitman Reflects on Value Investing and Net-Nets February 26, 2010 Taking a Long Term View of Berkshire’s Non-Insurance Subsidiaries February 25, 2010 Volcker Rule Faces Resistance in Senate February 24, 2010 Sears Chairman Lampert Releases Annual Letter to Shareholders February 23, 2010 The Real Agenda Behind Apple’s Decision on iPad Flash Support February 22, 2010 Charlie Munger’s Latest Parable: Basically, It’s Over February 20, 2010 Burlington Northern Plans Expansion in Alabama February 20, 2010 Snowstorm Losses May Exceed $2 Billion February 20, 2010 Swiss Re Declares Intention to Redeem Berkshire Investment February 19, 2010 Kansas City Fed President Hoenig: Act Now to Address Fiscal Situation February 17, 2010 From Cigar Butts to Business Supermodels February 16, 2010 Active 4th Quarter for Berkshire Hathaway’s Stock Portfolio February 16, 2010 Toyota’s Recall Problems Illustrate Risks of Brand Erosion February 14, 2010 Berkshire and Burlington Northern Final Merger Terms Announced February 12, 2010 Paul Volcker: Euthanasia Rather Than Life Support for Failing Non-Banks February 12, 2010 Burlington Northern CEO Matthew Rose Interviewed Prior to Special Meeting February 11, 2010 Warren Buffett Interviews Former Treasury Secretary Paulson February 9, 2010 Super Bowl Indicator Points to Higher Stock Prices in 2010! February 7, 2010 Inside Larry & Sergey’s Brain February 7, 2010 Berkshire Hathaway Downgraded by S&P Despite Record High Book Value February 4, 2010 Eric Schmidt Discusses Technology’s Impact on Younger Generation February 4, 2010 Can Forced Recapitalization Solve the “Too Big To Fail” Problem? February 3, 2010 Will Steve Jobs Deliver Salvation for Newspapers? February 3, 2010 Superfusion: How China and America Became One Economy February 2, 2010 Motives Behind Value Destroying Mergers February 1, 2010 Advance GDP Estimate for Q4 Warrants Skepticism January 29, 2010 Public Pension Funds Attempt “Hail Mary” With Leverage January 27, 2010 Berkshire Hathaway to Replace Burlington Northern in S&P 500 January 26, 2010 Buffett’s Plans for Burlington Northern May Include Rapid Expansion January 25, 2010 GEICO May Soon Surpass Progressive’s Market Share January 23, 2010 Insurers Rally To Raise Haiti Relief Funds January 22, 2010 Berkshire Annual Meeting Webcast? January 22, 2010 Bernanke’s Nomination for Second Term is in Trouble January 22, 2010 Reader Questions on George Risk January 22, 2010 George Risk Industries: A Potential Bargain With Limited Downside Risk January 21, 2010 The Benefits of Renting vs. Owning a Home January 21, 2010 General Re Settlement in AIG Case Closes Difficult Chapter January 21, 2010 Buffett on Berkshire’s Valuation: It’s at the Low End January 20, 2010 Buffett “Feels Poorer” Based on Terms of Cadbury Deal January 20, 2010 David Sokol Interview at Berkshire Special Meeting January 20, 2010 Consider Refinancing Your Mortgage While Rates Remain Low January 20, 2010 Reasons to Promptly File Your Tax Return January 20, 2010 Buffett May Increase Position in Posco January 19, 2010 Sokol Expects Profitable Year for NetJets January 18, 2010 Swiss Re Closes Retrocession Transaction With Berkshire Hathaway January 18, 2010 Hershey’s Potential Bid for Cadbury Involves Buffett’s Favorite Banker January 14, 2010 Haiti Earthquake Disaster Relief January 13, 2010 AAR Rail Time Indicators Report: “Good Riddance to 2009” January 13, 2010 BYD Showcases Electric Car But Hedges on Price and Timing January 12, 2010 Oak Value Fund’s Year End Letter January 12, 2010 Berkowitz: Use of Float Makes Burlington Acquisition Compelling for Berkshire January 12, 2010 Does Google’s “Do No Evil” Pledge Extend to Shareholders? January 11, 2010 Exposing the Compensation Consultant Smokescreen January 11, 2010 Reinsurance Pricing Softens as Capacity Nears All Time Peak January 9, 2010 An Entertaining Commentary on Natural Gas Economics January 8, 2010 Sorkin on the Making of “Too Big To Fail” January 7, 2010 Avoid Relegating Investment Errors to the “Memory Hole” January 6, 2010 Goldman Sachs Board Member Bill George Comments on Financial Reforms January 6, 2010 Berkshire Hathaway’s Swiss Re Investment Pays Off January 6, 2010 Too Big to Fail by Andrew Ross Sorkin January 5, 2010 Buffett Opposes Kraft’s Request for “Blank Check” in Cadbury Bid January 5, 2010 NetJets European Rival Plans Expansion January 4, 2010 Berkshire Hathaway Equity Portfolio Posts Solid Q4 Results January 2, 2010 Achievable New Year’s Resolutions for Investors in 2010 December 31, 2009 Bogle Expects Solid Returns for Stocks December 30, 2009 Santa Clara University’s Meir Statman on Risk Tolerance December 29, 2009 Burlington Northern’s Fair Value: Mid-$90s per Share? December 28, 2009 Debating the Economic Theories of Keynes and Hayek December 16, 2009 Pleased But Not Satisfied by David Sokol December 15, 2009 Exxon’s Acquisition of XTO Sends Bullish Signal on Natural Gas December 14, 2009 Warren Buffett’s Patience Paid Off in 2008 December 12, 2009 Inadequate Information Systems Can Sink an Investment December 10, 2009 Wal-Mart’s Upscale Strategy for Growth in China December 9, 2009 Why Are We So Clueless about the Stock Market? December 9, 2009 BYD Set to Launch All-Electric Car in Los Angeles Next Year December 9, 2009 Credit Rating “Vigilantes” May Impose Fiscal Discipline December 8, 2009 T. Boone Pickens: Switch 18-Wheeler Fleet to Natural Gas December 7, 2009 FT Lex Column: Buffett on Sale December 7, 2009 Jim Lehrer: “I Am Not in the Entertainment Business” December 6, 2009 Berkshire Special Meeting Scheduled for January 20 December 4, 2009 Prem Watsa and Warren Buffett Disagree on Inflation December 4, 2009 Unemployment Falls to 10% But Obscures Negative Trends December 4, 2009 Sokol Imposing Budget Discipline and Culture Change at NetJets December 4, 2009 Morningstar Enters the Credit Ratings Fray December 3, 2009 I’m Not a Marketing Expert, But … December 3, 2009 Reinsurers’ Surpluses Rise on Favorable Pricing and Catastrophe Trends December 2, 2009 When Does News “Syndication” Become Outright Theft? December 2, 2009 Investors Must Take Responsibility for Executive Compensation November 30, 2009 Googled: The End of the World As We Know It November 23, 2009 David Sokol Predicts Better Days Ahead for NetJets in 2010 November 22, 2009 Buffett: All Cars Will Be Electric in 20 Years November 21, 2009 An Alternative to Extended Warranties November 19, 2009 Amex CEO Ken Chenault on the American Consumer November 17, 2009 Berkshire Adds Exxon and Nestle; Reduces Conoco and Moody’s in Q3 2009 November 16, 2009 Gary Shilling Predicts Deflation; Bullish on Long Treasuries November 15, 2009 Countering Effects of Confirmation Bias November 14, 2009 Chick-fil-A Founder Truett Cathy Speaks at National Press Club November 13, 2009 Warren Buffett’s Advice For Enterprising Investors November 13, 2009 Kraft’s Hostile Bid for Cadbury Highlights Power of Economic Moats November 12, 2009 Insurance and Black Swan Events November 11, 2009 Can Playing Bridge Make You a Better Investor? November 10, 2009 Inflation Expectations Are Creeping Up November 9, 2009 Wesco Financial Posts Q3 2009 Results November 7, 2009 Berkshire Hathaway Posts Q3 Results; Book Value At Record High November 6, 2009 Does Steve Jobs Deserve Fortune’s “CEO of the Decade” Award? November 5, 2009 Berkshire Stock Split Fuels Speculation of S&P 500 Inclusion November 4, 2009 Bruce Berkowitz Comments on Berkshire’s Acquisition of BNSF November 3, 2009 Buffett Comments on Burlington Northern Acquisition November 3, 2009 Berkshire to Acquire Burlington Northern: A Closer Look November 3, 2009 Breaking News: Berkshire Splits B Shares 50:1 and Buys BNSF November 3, 2009 Using Series I Bonds as a One Year T-Bill Alternative November 2, 2009 Insights on Chinese Economy from China’s Ambassador to Britain November 2, 2009 Natural Gas Shale Extraction – Potentially More Costly Than Expected November 2, 2009 Excessive Cash Hoarding Can Destroy Shareholder Value November 2, 2009 Expand a Competitive Moat in Retail by Closing on Sundays? November 1, 2009 Top Books for Investors October 31, 2009 How To Fail in Retail: Six Easy Steps! October 30, 2009 Looking Behind Headline GDP Statistics October 29, 2009 Business Wire Interviews Warren Buffett October 29, 2009 Credit Rating Moats Keep Shrinking October 29, 2009 Lloyd Blankfein on Prospects for Economic Recovery October 28, 2009 Caijing Newsletter: Efficient Way to Follow Chinese Economy October 27, 2009 Charlie Munger on Booms and Busts October 26, 2009 Bill Gates on BBC: Buffett is Unique Leader October 26, 2009 David Sokol: Looking More Like Buffett’s Successor October 26, 2009 Newspapers: Era of Unprecedented Plenty? October 25, 2009 The Value Investor’s Technology Dilemma October 23, 2009 Stephen Roach on China, Japan, and India October 22, 2009 FT’s Lex Column: Hard Insurance Market Nowhere in Sight October 20, 2009 Buffett: Give Generously While You Can See Results October 18, 2009 Using Mortgage Debt to Hedge Against Inflation October 17, 2009 Natural Gas Fueled Flight Demonstrates Substitution Effect October 16, 2009 New Hope for Emotional Traders! October 15, 2009 El Nino Delivers Quiet Hurricane Season — Implications for 2010 October 14, 2009 Bruce Greenwald: “The Truly Compelling Opportunities Are Gone” October 12, 2009 Dow 10,000 and the Lost Decade October 12, 2009 Berkshire Hathaway Succession Concerns are Unfounded October 9, 2009 Financial Wealth Illusion and Bubbles October 8, 2009 Smart Grid Technology: $20 Billion Market in Five Years October 6, 2009 Persistent Job Losses Paint a Grim Picture for Recovery in 2010 October 2, 2009 Matching Renewable Energy Production With Electricity Demand October 2, 2009 How Did Berkshire Hathaway’s Book Value Fare in Q3 2009? September 30, 2009 Berkowitz Sticks to Time Tested Principles September 30, 2009 Investment Theory: More Multidisciplinary Thinking Needed September 29, 2009 Prof. Shiller’s Views on the Housing Market September 27, 2009 How Badly Damaged Is Moody’s Economic Moat? September 23, 2009 Whitney Tilson on Berkshire Hathaway’s Intrinsic Value September 22, 2009 Luxury Goods and Aspirational Consumers September 21, 2009 Warren Buffett’s “Desert Island” Economic Indicator September 18, 2009 Buffett Lacks Enthusiasm for Kraft’s Cadbury Bid September 16, 2009 Warren Buffett Reflects on “Extraordinary Weekend” One Year Ago September 15, 2009 Bernanke Forecast Implies Tough Policy Choices in 2010 September 15, 2009 Warren Buffett’s Comments at Fortune Conference September 15, 2009 Larry Summers Predicts Extended Period of High Unemployment September 11, 2009 Carol Bartz Defends Yahoo’s Deal With Microsoft September 10, 2009 Buffett and Bogle Urge Reforms to Address “Short-Termism” September 9, 2009 The Enduring Influence of J. M. Keynes September 8, 2009 BYD Seeks Chinese Government Subsidies September 8, 2009 Electric Cars: “Predisposed to go like a bat out of hell” September 3, 2009 SEC Madoff Failures: Outlier or Systemic Problem? September 3, 2009 Moody’s: Berkshire’s Credit Default Swaps Overstate Risks September 1, 2009 Berkshire Lends a “Helping Hand” to AIG and XL Capital September 1, 2009 Shai Agassi’s Vision for Electric Car Infrastructure August 28, 2009 Will Consumer Brands Survive the “Great Recession”? August 27, 2009 Costco’s Jim Sinegal on Retail Economy August 25, 2009 Behavioral Finance and Value Investors August 24, 2009 BYD Plans to Offer Electric Car in U.S. Market in 2010 August 22, 2009 Warren Buffett on “Greenback Emissions” August 20, 2009 Berkshire Hathaway 13-F Report Links August 17, 2009 “Cash for Clunkers” Impacts on Local Mechanics August 17, 2009 Weekly Rail Indicators Identify Potential “Green Shoots” August 14, 2009 Bob Lutz on the Chevy Volt August 12, 2009 Chevy Volt Hybrid vs. BYD e6 Pure Electric August 11, 2009 Berkshire Hathaway Posts Q2 2009 Results August 7, 2009 Cash for Clunkers: Critical Stimulus or Boondoggle? August 6, 2009 You Can Lead a Horse to Water … August 6, 2009 Furniture Today Interviews Warren Buffett August 4, 2009 Will the “Great Recession” Change Long Term Consumer Behavior? August 4, 2009 Johnson & Johnson’s CEO on Economy and Health Care Reform August 4, 2009 Microsoft’s Deal With Yahoo!: A Win-Win? July 31, 2009 In-N-Out Burger’s Remarkable Moat July 30, 2009 Exchange Traded Hurricane Contracts July 29, 2009 Safeway’s Approach to Health Care Cost Containment July 28, 2009 Twitter’s Uses for Online Scuttlebutt July 24, 2009 Solving Europe’s Natural Gas Problem July 23, 2009 WSJ Columnist Gordon Crovitz Reviews “Digital Barbarism” July 20, 2009 You Can Be a Stock Market Genius by Joel Greenblatt July 17, 2009 Personal History by Katharine Graham July 15, 2009 Thomas Sowell on The Housing Boom and Bust July 14, 2009 Digital Barbarism: A Writer’s Manifesto July 13, 2009 How Useful is Berkshire’s Book Value for Valuation Purposes? July 11, 2009 Buffett on Stimulus Plan: Half a Viagra with Candy Mixed In … July 9, 2009 American Express Chairman on TARP Repayment and New Regulations July 9, 2009 The Pickens Plan Revisited July 7, 2009 Microsoft CEO Ballmer Reflects on Vista’s Lessons July 1, 2009 Should the Fed Oversee Systemic Risks? June 28, 2009 Derivatives: Implications for Investors June 27, 2009 Buffett Interview: No Green Shoots Yet June 24, 2009 Ford CEO Mulally Comments on Federal Loans for Fuel Efficient Cars June 23, 2009 Rev. Cecil Williams Interviewed on Buffett’s Charity Lunch Auction June 22, 2009 GEICO vs. Progressive: Selected Ten Year Metrics June 20, 2009 Berkshire Hathaway Options Revisited June 19, 2009 US Bancorp CEO on TARP Repayment June 18, 2009 Berkshire Hathaway Options Trading May Facilitate Speculative Behavior June 17, 2009 Alan Mulally Comments on Ford’s Strategy June 17, 2009 Goldman Sachs Favors Discretionary Retailers in Wal-Mart Downgrade June 15, 2009 Iscar Chairman Eitan Wertheimer Interview June 14, 2009 Clayton Homes i-house Videos June 12, 2009 James Grant Comments on Fed Policy and Interest Rate Outlook June 10, 2009 MidAmerican’s David Sokol: Cap and Trade to Add $120/month to Electric Bills June 9, 2009 Coca Cola CEO Muhtar Kent on Moody’s Upgrade and Future Prospects June 9, 2009 SIFMA Municipal Bond Summit: Lessons and Outlook for Recovery June 9, 2009 Medtronic CEO Bill Hawkins Interviewed on Diabetes Control Devices June 8, 2009 What’s This Talk About a “Smart Grid”? June 7, 2009 Lowenstein’s Review of “The Myth of the Rational Market” June 7, 2009 Another View of Private Aviation: V1 Jets CEO Andrew Zarrow June 5, 2009 Hurco Companies 10-Q: Warranty Provision Concerns Revisited June 5, 2009 NetJets Richard Santulli Interview on Prospects for Private Aviation June 3, 2009 Consequences of Political Manipulation in the Auto Bankruptcies June 2, 2009 Hurco’s Response Regarding Fiscal Q1 Warranty Reserves June 1, 2009 Wal-Mart Stores Looks Attractive; Sears Holdings Shares Sold June 1, 2009 Video of BYD’s e6 Pure Electric Vehicle May 30, 2009 Hurco Posts Fiscal Q2 Results: Some Troubling Developments Emerge May 29, 2009 MidAmerican’s David Sokol on Housing Market: No “Green Shoots” Yet May 29, 2009 Can Traditional Print Newspapers Survive “Creative Destruction”? May 27, 2009 MidAmerican Energy and BYD Partner on Battery Storage Initiative May 26, 2009 Bill Ford Interview on Battery Technology May 25, 2009 A.M. Best Reaffirms Ratings of National Indemnity Group May 22, 2009 New Jersey’s Pension Crisis: A Canary in the Coalmine? May 22, 2009 Selecting a Buffett Biography: Lowenstein vs. Schroeder May 20, 2009 Security Analysis by Benjamin Graham and David Dodd May 18, 2009 Buffett’s Big Weekend: Fortune Interview with Carol Loomis May 16, 2009 Berkshire Makes Modest Q1 Changes; Portfolio Up Sharply in First Half of Q2 May 15, 2009 Walter Schloss Interview May 15, 2009 Better Place Unveils Automated Battery Exchange Technology May 14, 2009 Stanford Lawyer Interviews Charlie Munger May 13, 2009 Wesco Financial Posts Q1 2009 Results May 12, 2009 NetJets Faces Economic and Political Headwinds May 12, 2009 More on BYD and Wang Chuanfu May 11, 2009 Berkshire Hathaway Posts Q1 2009 Results May 8, 2009 Interview with Wang Chuanfu of BYD May 7, 2009 Berkshire Hathaway’s Portfolio Rebounds Strongly May 7, 2009 BYD’s Revolutionary e6 Electric Car May 5, 2009 Parsing Buffett’s Q1 2009 Earnings Preview May 4, 2009 Berkshire Hathaway 2009 Annual Meeting Links May 3, 2009 Highlights from Berkshire’s 2009 Annual Meeting May 3, 2009 Series I Bond Composite Rate Falls to Zero May 1, 2009 Early Hurricane Forecasts Often Unreliable April 30, 2009 Strategies for Achieving Economic Moats April 28, 2009 Does Instant Information Promote Market Efficiency? April 26, 2009 Common Stocks and Uncommon Profits April 25, 2009 Kansas City Fed President Hoenig Offers Alternative to “Too Big to Fail” April 22, 2009 The Federal Government’s “Safety Net” for Municipal Bonds Has Obvious Costs April 21, 2009 Warren Buffett’s Comments on Wells Fargo Have Important Stress Test Implications April 20, 2009 The Essays of Warren Buffett: Lessons for Corporate America April 19, 2009 Hurco’s Combination of Quality and Value April 17, 2009 Clayton Homes Offers Payment Protection Plan: Sign of Strength or Red Flag? April 16, 2009 Improved Credit Rating Firms Oversight Cannot Substitute for Investor Vigilance April 15, 2009 Goldman Sachs Seeks a TARP Free Future April 14, 2009 Electric Car Initiatives Heat Up April 13, 2009 Wal-Mart’s Ten Year Record: A Case Study of the Dangers of Overpaying for Growth April 11, 2009 Berkshire’s Insurance Subsidiaries Buck Property/Casualty Headwinds in 2008 April 10, 2009 Moody’s Downgrades Berkshire Hathaway April 8, 2009 TARP’s Effectiveness Over Six Months April 8, 2009 The Virtue of “Pessimism” for Investors April 7, 2009 Unwinding AIG’s Derivatives Exposure April 5, 2009 Berkshire’s Q1 2009 Foreign Equity Performance April 4, 2009 G-20 on Protectionism: Cause for Optimism April 2, 2009 Charlie Munger’s 2008 Letter to Wesco Shareholders April 1, 2009 Berkshire’s Portfolio Results in Q1 2009 March 31, 2009 TARP Recipients and H1B Workers March 29, 2009 NAFTA and Mexican Trucking March 28, 2009 Ban Naked Credit Default Swaps? March 27, 2009 Berkshire Faces Higher Financing Costs March 26, 2009 Berkshire Arbitrage Opportunity Eliminated March 25, 2009 S&P Issues Negative Outlook on Berkshire March 24, 2009 AIG’s Bonus Debacle March 23, 2009 Classic Cars: Investment or Consumption? March 22, 2009 GEICO Enters Massachusetts Market March 21, 2009 Clayton Homes: An Admirable Track Record March 18, 2009 Climate Change Impacts Insurers March 18, 2009 Buffett on Municipal Bond Insurance March 16, 2009 Berkshire Finalizes Swiss Re Funding March 15, 2009 Net Current Asset Value Stocks March 14, 2009 Fitch Downgrades Berkshire Hathaway March 12, 2009 Buffett Tips His Hand? March 11, 2009 Berkshire Arbitrage Opportunities Revisited March 9, 2009 False Economies March 8, 2009 Coping With Market Meltdowns March 6, 2009 Berkshire Valuation Two Column Approach March 5, 2009 Inflation Expectations March 4, 2009 Berkshire’s Misunderstood Derivatives March 2, 2009 Berkshire Intrinsic Value Estimate: $142K February 28, 2009 Berkshire Non-Insurance Subs Valuation February 28, 2009 Berkshire Insurance Subsidiaries Valuation February 28, 2009 Evaluating Berkshire’s Intrinsic Value February 28, 2009 Highlights from Warren Buffett’s 2008 Letter to Shareholders February 28, 2009 Analysis of Berkshire Hathaway’s 2008 Annual Report February 28, 2009 Berkshire Stock Holdings – Q1 Performance February 27, 2009 Should Berkshire Pay a Dividend? February 26, 2009 The Interpretation of Financial Statements by Benjamin Graham February 25, 2009 DJIA: A Highly Flawed Benchmark February 24, 2009 Berkshire B Class Discount Persists February 23, 2009 Influence: The Psychology of Persuasion by Robert Cialdini February 22, 2009 Berkshire Hathaway A/B Arbitrage February 20, 2009 Interpreting Buffett’s Q4 Stock Sales February 18, 2009 Berkshire Hathaway Q3 2008 Results February 16, 2009 While America Aged by Roger Lowenstein February 16, 2009 Share ThisClick to email a link to a friend (Opens in new window)Click to print (Opens in new window)Click to share on Twitter (Opens in new window)Click to share on Facebook (Opens in new window)Click to share on LinkedIn (Opens in new window)MoreClick to share on Reddit (Opens in new window)Click to share on Pinterest (Opens in new window)Click to share on Mastodon (Opens in new window)Click to share on Telegram (Opens in new window)Click to share on Tumblr (Opens in new window)Click to share on Pocket (Opens in new window)Click to share on WhatsApp (Opens in new window)