Article Archive

This page displays all articles published on The Rational Walk starting in February 2009.

Free Articles!
Paid Subscriptions
Progressive is Firing on All Cylinders
The Digest #197
Berkshire Hathaway Annual Meeting Questions
The Iliad
What I’ve Been Reading
The Digest #196
Poor Charlie’s Almanack
The Digest #195
Improving Disclosure for Public Companies
Berkshire Hathaway HomeServices
Inflation Expectations
The Digest #194
Berkshire Hathaway’s 2024 Proxy Statement
Real Estate Adventures
Berkshire Hathaway Energy’s Uncertain Future
The Digest #193
Burlington Northern Santa Fe — 2023 Results
The Digest #192
Progressive vs. GEICO: 2023 Results
Socrates: A Man for Our Times
The Digest #191
Berkshire Hathaway’s 2023 Results — MSR
Too Clever by Half!
Berkshire Hathaway’s 2023 Results — Overview
Warren Buffett’s 2023 Letter to Shareholders
The Greek Gods and Mythology
Will Berkshire Hathaway Pay a Dividend?
The Digest #190
Berkshire Hathaway at $600,000
The River of Doubt
The Digest #189
The Berkshire Hathaway Playbook
The Republic: Books I and II
The Greek Way
The Digest #188
S&P 500 Equal Weight Index
Is the Bible a Great Book?
The Digest #187
Apple Vision Pro
Endurance
The Digest #186
Two Sides of the Same Coin
Plato’s Apology and Crito
The Digest #185
Mr. Buffett on the Stock Market
Reading Plans
Free Articles!
The Thirty Second Mind
The Digest #184
Daily Journal Faces an Uncertain Future
The Digest #183
A Seamless Web of Deserved Trust
Common Psychological Pitfalls
The Digest #182
What I’ve Been Reading
The Digest #181
The Year in Review
Concentrated Investments
The Digest #180
Berkshire Hathaway Energy
The Great Conversation
The Digest #179
Soldier On
The Digest #178
The Digest #177
Charlie Munger (1924 – 2023)
The Great Books of Western Civilization
Buffett Accelerates Gifts to Family Foundations
The Digest #176
The Digest #175
Superinvestor Portfolio Changes — Q3 2023
Finding Your Life’s Work
The Digest #174
Berkshire Hathaway’s Q3 2023 Results — Manufacturing, Service, and Retailing
The Digest #173
GEICO Prioritizes Profits Over Market Share
Buffett Continues to Avoid Long-Term Bonds
Berkshire Hathaway’s Q3 2023 Results — Overview
The Digest #172
Pilot’s Founders vs. Berkshire Hathaway
The Digest #171
Buffett Resumes Occidental Purchases
American Prometheus
The Digest #170
The Digest #169
Musical Chairs at Dollar General
Initial Public Offerings
Thoughts on Israel’s 9/11
The Digest #168
Costco’s Director Compensation
The Digest #167
What I’ve Been Reading
Three Lessons
The Digest #166
Warren Buffett on Inflation — Part 3
Warren Buffett on Inflation — Part 2
There’s Always a Reason
The Digest #165
Warren Buffett on Inflation — Part 1
The Power of Investment Journals
The Digest #164
The Sad Irons
Negative Lollapalooza Effects
The Digest #163
Dollar General: Value or Value Trap?
The Digest #162
Warren Buffett’s Canvas
The Digest #161
Insurance Loss Reserve Estimates
The Digest #160
The Berkshire Hathaway MBA
A Very Strange Public Offering
The Digest #159
Berkshire Hathaway’s Q2 2023 Results
The Digest #158
A Mind at Play
The Digest #157
Wealth vs. Income
The Digest #156
Coffee Can Investing
Will Progressive’s Growth Strategy Pay Off?
My Years with General Motors
The Digest #155
The Limits of an Inner Scorecard
The Use of Letters
The Digest #154
What I’ve Been Reading
AMA #1: Berkshire Hathaway
Berkshire Hathaway’s Retained Earnings Test
Berkshire Hathaway: Reinsurance, Inflation, Insider Ownership, and Worst Case Scenarios
Apple Vision Pro
Should Berkshire Hathaway Disclose Performance for Investment Managers?
Navigating Early Retirement
Fooled by Fanatics
Hedging Against Inflation Using TIPS and I Bonds
Warren Buffett’s Advice on Stocks vs. Bonds
Death, Taxes, and Inflation
Markel’s 2023 Omaha Brunch
Debt Ceiling Drama
Backing into a Speculative Position
Buffett’s Occidental Endgame
Henry Ford’s Life and Work
Berkshire Hathaway’s Q1 2023 Results
Berkshire Hathaway’s 2023 Q&A Session
Progressive vs. GEICO: The Battle Continues
Berkshire Hathaway Meeting Links
Moral Hazard in Banking
Made in America: Sam Walton’s Story
Berkshire Hathaway’s Class B Discount
Iterative Business Models
Berkshire Hathaway Annual Meeting Questions
The Role of TIPS in a Fixed Income Portfolio
Substack vs. Twitter
Outlive: The Science and Art of Longevity
What I’ve Been Reading
First Republic Bank’s Proxy Statement
Enlightenment or Dystopia?
The China Question
Berkshire Hathaway’s 2023 Proxy Statement
The Role of Deposit Insurance
Berkshire Hathaway’s Fixed Maturity Portfolio
The Risks of Investing in Bonds
Barney Frank’s Signature Bank Compensation
Yet Another Bailout
Fragile Capitalists
The Fall of Silicon Valley Bank
Berkshire Resumes Occidental Purchases
Political Risks for Railroads
Warren Buffett’s 2022 Letter to Shareholders
Falling in Love With Investments
Social Media Platform Integrity
Berkshire Hathaway as an Income Stock?
The Perils of Blind Coat Tailing
Four Seasons: The Story of a Business Philosophy
Daily Journal Annual Meeting Questions
The Rational Walk on Substack
Different Types of Mistakes
Managing Decline
Information Wants To Be Free
In Search of the Buffett Premium
Instant Feedback
Business Profile Library
Daily Journal Corporation
The Digest #153
Earning Wisdom
Flights of Fancy
The Digest #152
Tyler Technologies
The Digest #151
Damn Right! — Behind the Scenes with Charlie Munger
The Digest #150
Journal Technologies
The Year in Review
What I’ve Been Reading
The Digest #149
The Progressive Corporation
The Digest #148
The Digest #147
The Digest #146
Fastenal Company
The Digest #145
The Case for Splitting Berkshire’s Class A Shares
The Digest #144
Exemplars
The Role of Luck
The Digest #143
A Closer Look at Berkshire Hathaway’s Operating Income
The Digest #142
Ben Graham’s View of Unpopular Large Companies
Thoughts on Monetizing Twitter
The Digest #141
Costco Wholesale Corporation
The Digest #140
Observations of a New Costco Member
The Digest #139
The Story of FedMart
Greg Abel’s Bet on Berkshire Hathaway
The Digest #138
Lies and Deception
The Digest #137
What I’ve Been Reading
Union Pacific Corporation
The Digest #136
Railroader: The Unfiltered Genius of Hunter Harrison
America’s Car-Mart: Business Update
The Digest #135
The Value of Hard Work
The Digest #134
George Risk Industries
The Digest #133
Dempster Mill Manufacturing Company
The Digest #132
Burlington Northern Santa Fe
The Digest #131
CarMax: A Disrupter Faces Disruption
The Digest #130
Berkshire’s Ownership of Occidental Exceeds 20%
Berkshire Hathaway’s Q2 2022 Results
Berkshire Hathaway’s Distorted Quarterly Results
The Digest #129
The Automobile Industry
The Digest #128
The Value of Repetition
The Digest #127
A Tale of Three Acquisitions
Buffett’s Bet on Occidental Petroleum
Overcoming Initial Resistance
Wealth Clarifies
The Digest #126
Selecting Companies to Research
Tractor Supply Company
The Digest #125
The Digest #124
Investors Title Company
What I’ve Been Reading
Title Insurance
The Digest #123
Supreme Court Rules Against DaVita
The Digest #122
Soul in the Game: The Art of a Meaningful Life
Throwing Sand in the Gears
Buffett’s Philanthropic Record
Enduring Inflation
The Digest #121
The High Cost of Poverty
America’s Car-Mart
The Digest #120
Irrational … Compared to What?
The Digest #119
The Case for Mad Money
Shadow Banned
The Digest #118
DaVita: An Essential Provider of Dialysis Services
The Digest #117
Kidney Failure and the Dialysis Industry
The Digest #116
The Benefits of Zooming Out
The Digest #115
Top Ten Highlights From Berkshire Hathaway’s 2022 Annual Meeting
Berkshire Hathaway 2022 Annual Meeting
How Berkshire Could Deploy $6 Billion
The Digest #114
The Trouble with FIRE
Trillions: The Pioneers of Passive Investing
The Digest #113
Does it Make Sense for Berkshire Hathaway to Acquire Markel Corporation?
The Digest #112
Chris Bloomstran Interview
Business Lessons from Tom Murphy
The Digest #111
Auto Insurance Competitive Dynamics
Letter to Readers
What I’ve Been Reading
The Digest #110
Necessary Inefficiency
The Digest #109
A Shot to Save the World
The Digest #108
What Does Buffett See in Alleghany?
The Digest #107
The Digest #106
Berkshire’s Directors Have Skin in the Game
The Digest #105
The Digest #104
Berkshire’s Future Depends on Voting Control
Warren Buffett’s 2021 Letter to Shareholders
The Digest #103
The Digest #102
George Washington’s Farewell Address
The Digest #101
Becoming Trader Joe
The Digest #100
Trading Ban Proposals
The Digest #99
The Digest #98
The Digest #97
The Lords of Easy Money
The Digest #96
The Anchoring Effect
The Digest #95
The Digest #94
The Digest #93
The Digest #92
The Futility of Hatred
The Digest #91
What I’ve Been Reading
The Digest #90
The Digest #89
The Revolution That Wasn’t
James Madison: America’s First Politician
A Matter of Perspective
The Two Faces of Social Media
Earning a Risk Free 7% Return
The Solitude of a Virtual Marathon
What I’ve Been Reading
Remembering September 11, 2001
Money Illusion as a Policy Objective
The Fragility of Habits
The Digest #88
The Seven Sleepers
The Digest #87
The Digest #86
Pounds of Salt: The Fed’s Epistemic Arrogance
The Digest #85
The Digest #84
The Digest #83
The Digest #82
The Digest #81
Berkshire’s CEO Succession: A Brief Look at Incentives
The Digest #80
The Digest #79
The Digest #78
The Digest #77
The Digest #76
Musings From a Coffee Shop
The Digest #75
The Digest #74
Goldman’s Infamous Boot Camp
The Digest #73
The Digest #72
The Price of Misery
What We Have Lost
The Digest #71
The Digest #70
The Digest #69
The Digest #68
The Digest #67
The Digest #66
The Digest #65
Atomic Habits
The Digest #64
The Digest #63
The Digest #62
The Digest #61
The Digest #60
The Digest #59
The Digest #58
The Crazy Election of 1800
The Digest #57
The Digest #56
The Digest #55
Reward and Punishment Superresponse Tendency
The Case for U.S. Savings Bonds
The Digest #54
The Books of 2020
The Digest #53
The Digest #52
The Digest #51
The Digest #50
The Digest #49
The Digest #48
The Digest #47
The Digest #46
The Digest #45
The Digest #44
The Psychology of Money
The Digest #43
The Digest #42
The Digest #41
The Digest #40
The Digest #39
The Digest #38
The Illusion of Control
The Digest #37
The Digest #36
The Power of Morning Pages
The Digest #35
The Digest #34
Going the Distance
The Digest #33
Deprival-Superreaction Tendency
The Digest #32
Capital Allocation: The Financials of a New England Textile Mill
The Digest #31
Lighthouse: Women Leading the Way in Finance
The Digest #30
Buffett’s SEC Filing Implies Repurchases
The Digest #29
The Irrational Tax Trap
The Digest #28
The Buffalo News: From Butler to Buffett
The Digest #27
Summer Book Recommendations for 2020
The Digest #26
The Power Broker: Robert Moses and the Fall of New York
The Digest #25
What’s Your Magic Number?
The Digest #24
The Joys of Compounding
The Digest #23
Man’s Search for Meaning
The Digest #22
Where Are the Customers’ Yachts?
The Digest #21
Farnam Street’s Great Mental Models, Volume 2
The Digest #20
The Psychology of Masks
The Digest #19
Berkshire Hathaway Annual Meeting Questions
The Digest #18
Thoughts on Berkshire’s Deployable Cash
The Digest #17
The Great Influenza of 1918
The Digest #16
The World Has No Pause Button
The Digest #15
Jony Ive: The Genius Behind Apple’s Greatest Products
The Digest #14
Berkshire Hathaway and the Coronavirus Crash
The Digest #13
The Surreal Weekend
The Digest #12
Coping With Market Meltdowns II
The Digest #11
Thoughts on the Coronavirus Correction
The Digest #10
Buffett Loosens the Purse Strings for Repurchases
The Digest #9
The Digest #8
Twenty Years of Owning Berkshire Hathaway
The Digest #7
Alchemy by Rory Sutherland
The Digest #6
Staying Informed Amid the Noise
The Digest #5
My $2 Million Apple Mistake
The Digest #4
Farnam Street’s Great Mental Models
The Digest #3
Margin of Trust: The Berkshire Business Model
The Digest #2
The Ride of a Lifetime
The Digest #1
The Man Who Solved The Market
How to Lie With Statistics
The Financial Illiteracy Epidemic
T. Rowe Price: The Sage of Baltimore
The Aesthetic Tightrope
Holiday Book Recommendations for 2019
Loonshots: How to Nurture Crazy Ideas
Non-Consensus Investing: Being Right When Everyone Else Is Wrong
Talking to Strangers by Malcolm Gladwell
The Paradox of Trust
Avoiding 21st Century Twaddle
A Silent Interlude
The Giles Resolutions
Availability-Misweighing Tendency
How to Think Like a Roman Emperor
American Moonshot: John F. Kennedy and the Great Space Race
Warren Buffett Moves the Goalposts!
Cultivating the State of Flow
Ten Years
Reaching Financial Independence
Enough: True Measures of Money, Business, and Life
The Quarterly Guidance Trap Bites Apple
Holiday Book Recommendations for 2018
Berkshire’s Repurchase Policy: Too Little, Too Late?
The Pitfalls of Early Success – A Personal History
Sapiens: A Brief History of Humankind
Mastering the Market Cycle
Thoughts on Share Repurchases and Capital Allocation
Early Bird: The Power of Investing Young
The Financial Flu Shot: Using Bond Ladders
Setting Up Your Bicycle as a Car Replacement
Making Sense of Obamacare Open Enrollment
Tax The Small Investor Behind The Tree
University of Berkshire Hathaway
The Man Who Sold America
Spartan Moving 101
Blockchain Revolution
Via Negativa: Wisdom Through Subtraction
A Man For All Markets
The Autonomous Vehicle Revolution
Highlights from Markel’s 2016 Annual Letter
Sharing Ideas? Beware of Negative Lollapalooza Effects
There’s Always Something to Do: The Peter Cundill Investment Approach
Fifteen Years to Financial Independence
How to Quickly Scan a 10-K Report for Key Updates
Highlights From Warren Buffett’s 2016 Letter to Shareholders
Everything is Negotiable – Including Your Cable Bill
Interesting Reading – February 18, 2017
Does Chipotle’s Valuation Offer a Margin of Safety?
Escaping the Ratcheting Lifestyle Trap
Snap Pitches Hopes and Dreams, Shuns Accountability
How to Review a Proxy Statement
How I Escaped the Car Clown Habit
Golden Exit Packages for Government Service
Reflections on Donald Trump’s Inauguration
Interesting Reading – January 20, 2017
Meditations by Marcus Aurelius
How to Read a 10-K Annual Report Efficiently
America’s Car-Mart: Navigating the Subprime Market
CarMax: A Better Way to Buy and Sell Used Cars?
Interesting Reading – December 31, 2016
Revisiting Daily Journal Corporation – Five Years Later
The Individual Investor’s Performance Incentive System
The Undoing Project: A Friendship That Changed Our Minds
The Risk of Backing into a Speculative Position
Interesting Reading – December 12, 2016
Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future
Munger’s Psychology of Human Misjudgment
Best Articles on The Rational Walk
Intelligent Fanatics Project: How Great Leaders Build Sustainable Businesses
Interesting Reading – November 25, 2016
Getting In on the 50th Floor
Interesting Reading – November 15, 2016
Berkshire’s Post-Election Record High
How to Build a Business Warren Buffett Would Buy: The R.C. Willey Story
Interesting Reading – November 7, 2016
Revisiting Berkshire’s Wrigley Investments
Markel Ventures Gains Momentum
Interesting Reading – October 31, 2016
The Buffett Essays Symposium
Interesting Reading – October 24, 2016
Pre-Suasion: A Revolutionary Way to Influence and Persuade
The Virtue of Being Merely Average
Interesting Reading – October 16, 2016
Inside the Investments of Warren Buffett: Twenty Cases
Chipotle Mexican Grill: Is the Brand Intact?
Interesting Reading – October 7, 2016
DaVita Healthcare Partners
Dear Chairman: Boardroom Battles and the Rise of Shareholder Activism
Warren Buffett’s Ground Rules
A Closer Look at Markel Ventures
Habit of Labor: Lessons from a Life of Struggle and Success
Alleghany Corporation
Markel CATCo Investment Management
TransDigm Group
C.H. Robinson Worldwide
Berkshire Hathaway in 2026
MRC Global: A Play on Oil & Gas Recovery
W. R. Berkley Corporation
RLI Corp: Profile of an Extraordinary Insurer
Company Profile: Expeditors International
Examining Progressive’s Competitive Position
Berkshire Hathaway Energy Valuation Indicators
Reassessing Berkshire’s Insurance Operations
Berkshire Hathaway: The Next Ten Years
Loews Corporation Sum-of-the-Parts Update
Markel Corporation’s Equity Portfolio Returns
Markel Corporation Reports 2015 Results
Coping With Irrational Markets
Berkshire’s Repurchase Level is not a “Floor”
Assessing Investment Performance
The Problem of Rational Capital Allocation
How to Read a Book: The Classic Guide to Intelligent Reading
An Introduction to Charlie Munger’s Investment Philosophy
The Individual Investor’s Edge
Markel Corporation: Q2 2015 Results
When to Sell a Successful Investment
Markel Corporation at $800/share
How to Read the Berkshire Hathaway Annual Report
Berkshire Beyond Buffett: The Enduring Value of Values
The Education of a Value Investor
Revisiting Berkshire Hathaway’s Valuation
Coca Cola Misfires on Share Repurchase Rationale
A Manual on Common Stock Investing
Munger’s Prescription for Corporate Governance
Daily Journal’s Portfolio Holdings Revealed
Platinum Underwriters 2013 Results
Berkshire Hathaway Stock Repurchase Odds Increase
An Examination of Berkshire Hathaway’s Retained Earnings Test
Fizz — How Soda Shook Up the World
Revisiting Berkshire Hathaway’s Acquisition of BNSF
Short Stories from the Stock Market
The Manual of Ideas
Loews Corporation: Still Cheap on Sum-of-the-Parts Valuation Basis
The Facts Change at Contango Oil & Gas
Berkshire Hathaway Approaches Record High
Japan Investing Summit 2012
Contango Oil & Gas Company: Recent Developments
Interview Excerpt: Charles de Vaulx Shares Insights on ‘Eclectic’ Portfolio
The Value Investors: Lessons from the World’s Top Fund Managers
Contango Oil & Gas: Compelling Opportunity for Natural Gas Bulls
Howard Marks Interview Transcript
Pitfalls in Oil & Gas Accounting
European Investing Summit 2012
Natural Gas Remains Depressed With No End in Sight
Joy Global: A Misunderstood Cyclical?
Investors Title Company Approaches Intrinsic Value
Loews Corporation: Cheap on Sum-of-the-Parts Basis
Assessing the Past Decade at Berkshire Hathaway
Platinum Underwriters (NYSE: PTP)
Newsletter Review: Ultimate Value Finder
Daily Journal Corporation: Declining Publisher or Rising Hedge Fund?
Platinum Underwriters: Mining for Value in Reinsurance
Howard Marks to Speak at Value Investing Congress
Middleburg Financial: The Foundation of Sokol’s “Mini Berkshire”?
Sokol’s Statements on CNBC Contradict Lubrizol’s Proxy Statement
Sokol: My Mistake Was Suggesting Lubrizol to Buffett
Sokol’s Resignation Raises Questions Regarding Lubrizol Transaction
MidAmerican Energy Investor Presentation Slides
Berkshire’s Investment Write-Downs: “Gotcha Moment” or Difference of Opinion?
Video Interview With Berkshire Hathaway’s Ajit Jain Via New Delhi Television
Buffett: Berkshire’s Board Would Support Jain as Successor (But Jain’s Not Interested)
Buffett’s Still Looking for Elephants But Reluctant to Use Berkshire Shares
Berkshire’s Ajit Jain Comments on Indian Insurance Market, Japan, and Succession Issues
Swiss Re Estimates $1.2 Billion Pre-Tax Loss From Japan Disasters
Goldman Sachs Plans to Redeem Berkshire Hathaway’s Investment
How Should Investors Assess Worst Case Scenarios in Japan?
Looking For Hidden Real Estate Value at Investors Title Company
In Search of the “Buffett Premium” Free Sample Now Available on Scribd
Transcript of Warren Buffett’s FCIC Testimony via Santangel’s Review
Buffett Bags a Zebra: An Initial Look at Lubrizol Corporation
What Does Buffett’s Valuation of GEICO Imply for Progressive?
Transcript of David Einhorn’s FCIC Testimony via Santangel’s Review
Kian Ghazi to Present at Value Investing Congress
Implications of Cheap Natural Gas on Public Policy and Investing
Important Announcement on Rational Walk Article Syndication
Berkshire Hathaway: In Search of the “Buffett Premium” — Now Available!
Assessing ‘Synergy’ Potential Between MidAmerican Energy and Burlington Northern Santa Fe
Berkshire Hathaway Posts Solid 2010 Results; Firing on All Cylinders After Recession
Buffett’s Annual Letter Offers Insight on the ‘Three Pillars’ of Berkshire’s Intrinsic Value
Large Losses From New Zealand Quake May Not Create Hard Insurance Pricing Market
Buffett’s Biographer Calls for More Disclosure on Berkshire Succession
Examining Berkshire’s Retroactive Reinsurance Transaction with CNA Financial
Buffett Seizes Opportunities During Financial Crisis
Berkshire Hathaway Scores Major Victory With Swiss Re Investment
Apple Risks Dominant Position in Tablets With New Digital Publishing Model
Lou Simpson’s Retirement Prompts Berkshire Portfolio Changes
NetJets Posts Profits But Margins Remain Under Pressure
India May Require $1 Trillion in Infrastructure Spending Over Five Years
Nokia’s ‘Burning Platform’ Highlights Perils of Creative Destruction
Berkshire Enters into Agreement to Acquire Wesco; “Afternoon With Charlie” Planned
Howard Marks on The Human Side of Investing
BYD’s Battery Technology May Face Challenges
Revisiting Noble Corporation Investment Thesis and Importance of Sell Discipline
Mobile Phones Revolutionize Third World Economics
Microsoft Bears Underestimate the ‘Enterprise Moat’
Examining the Consensus View of Intel Corporation
Berkshire Likely to Pay Dividends Eventually — But Not This Year
Buffett to Retire From Washington Post’s Board
What I Learned Before I Sold to Warren Buffett
With Jobs on Medical Leave, Apple Shareholders Deserve More Disclosure Regarding Succession
Excerpts From In Search of the “Buffett Premium”
Why Are Value Investors Willing To Share Ideas?
Rail Traffic Rebounds in 2010 But Remains Far Short of Pre-Recession Levels
In-N-Out Burger: A Behind-the-Counter Look at the Fast-Food Chain That Breaks All the Rules
Contango Provides Updated Perspective on Gulf of Mexico Situation
Diamond Offshore Offers Value Amid Regulatory Chaos
Start the New Year With an Investment Report Card
The Year in Review: Popular Articles of 2010
Kindle and Calibre Presents a Powerful Solution for Newshounds
Retailers ‘Stuck in the Middle’ May Soon Face Extinction
Companies Switch to Shale Oil as Natural Gas Prices Remain Depressed
Holiday Book Recommendations for 2010
What Investors Really Want
Investors Title Company Represents Value in Midst of Housing Turmoil
The Investor’s Guide to Amazon’s Kindle 3
Gates Foundation Selling Should Have Limited Impact on Berkshire’s Stock Price
Contango ORE: An Intelligent Gold and Rare Earth Speculation?
Examining Berkshire’s Q3 Results With Special Focus on NetJets
Swiss Re Repays Berkshire’s Investment After Buffett Eases Early Payment Terms
Bernanke Persists in ‘Pushing on a String’ With QE2
Value Investors Are Finding Opportunities in Banking
What We Know (And Don’t Know) About Berkshire’s Succession Planning
Sokol May Increase Stake in Middleburg Financial
Why Is Todd Combs Bullish on Western Union?
Berkshire Hathaway Hires Todd Combs as Investment Manager
Noble Corporation Q3 Results Impacted by Moratorium But Worst May Have Passed
NetJets Plans to Expand Fleet Amid Continued Weakness in Business Aviation
Buffett’s Purchase of Berkshire Hathaway Was a $200 Billion ‘Value Trap’
Harness Technology to Stay Informed During Earnings Season
The St. Joe Company: Einhorn vs. Berkowitz
Google’s Inflation Measure May Keep Government Statistics Honest
Buffett: Why Own Bonds When You Can Own Equities?
Investors Price In Failure of Windows Phone 7 Rollout
Facebook Should Announce a Reverse Stock Split
Contango Plans to Spin Off Minerals Exploration Subsidiary
Value Investors Find Fertile Ground in Indian Equities
Buffett Affirms Continued Support for BYD
Reports of Buffett Dumping Stake in BYD Lack Credibility
Can Apple’s iPad Make Laptops Unnecessary?
Furor Grows Over Munger’s ‘Suck It Up and Cope’ Comment
Federal Stimulus Missed Key Infrastructure Opportunities
Better Place Rolls Out Electric Car Battery Switching Concept in Israel
PCI Releases First Half 2010 Property/Casualty Industry Results
Rockefeller vs. Railroads: Regulatory Debate Heats Up in Washington
Rosenfeld Defends ‘Transformational’ Cadbury Acquisition
Coca-Cola Tops Interbrand’s Global Brand Survey for 11th Consecutive Year
Charlie Munger Speaks to University of Michigan Law Students
Noble CEO Forecasts Continued Gulf of Mexico Uncertainty Ahead
HP Faces Criticism for Shortchanging Research and Development
Munich Re Plans to Introduce Offshore Drilling Insurance Policies
Buffett Sees Broad Based Economic Recovery Ahead
Microsoft Plans Debt Sale to Fund Dividends and Buybacks
HP’s Acquisition Binge Continues with $1.5 Billion Cash Offer for ArcSight
Technology CEOs View Dividends as Sign of Defeat
NetJets Mired in Controversy Over Possible Brand Erosion; Exclusive Details on Satisfaction Survey
Microsoft Promotes Cloud Capabilities in New CRM Release
Burlington Northern Sells $750 Million in New Bonds
Atwood Oceanics Profile and Analysis
Francisco Parames To Speak at NYC Value Investing Congress
Burry Sees Opportunities in Farmland, Gold, and Small Tech Firms
E-Books Receive Mixed Reviews in the Classroom
Barron’s Spots a Gusher in Noble Corporation
Lloyd’s Insurers Cast Wary Eye on Hurricane Earl’s Progress Amid M&A Speculation
Berkshire Hathaway Will Not Increase Wesco Bid
Bill Miller: Large Cap Stocks are ‘Bargains of a Lifetime’
Tilson is Bullish on Large Cap Stocks Including J&J, Microsoft and Berkshire
CORT Acquires Lounge22 Rental Business
Microsoft’s Depressed Stock Price Attracts Flock of Value Investors
Berkshire Hathaway May Bid for Direct Line
Buffett Plans to Work Past 100 by ‘Thinking Outside the Box’
HP Faces ‘No Constraints’ in Battle for 3Par
Berkshire Hathaway May Acquire Full Ownership of Wesco Financial
Sokol Complains About ‘Deceit’ Among Disgruntled NetJets Employees
Fairfax Financial Bets on Deflation Thesis
BYD Faces Trouble Over China Land-Use Violation
Century Bonds Back in Vogue With Norfolk Southern Issue
Bill Ackman to Speak at NYC Value Investing Congress
Earthquake Forecasting: Beyond a Crystal Ball?
Contango Announces $85 million Capex Budget for Fiscal 2011
Pension Obligations Could Still Sink General Motors
Lou Simpson Plans to Retire from GEICO in December
A Selection of Popular Articles for Summer Hiatus
The Giving Pledge Runs into Unwarranted Controversy
Nouriel Roubini on Systemic Risks and Possibility of Double Dip Recession
Noble Corporation Forecasts Manageable Cost for Retrofitting Gulf Rigs
Revisiting Burlington Northern’s Plans for Capex
Wesco Financial’s Results Improve Despite Continued Weak Sales at CORT
Contango Oil & Gas CEO Comments on ‘Gulf of Mexico in Chaos’
HP Board Dilutes Principled Stand with Generous Severance Agreement
Munich Re Warns About Price of Low Interest Rates
Berkshire Emerges from Recession With Sharply Higher Operating Profits
FrontPoint May Gain Independence from Morgan Stanley
Kewaunee Scientific Corporation: Rare Opportunity or Value Trap?
Santulli Returns to Aviation with Launch of Milestone Aviation Group
BYD Cuts Sales Target Amid Capacity Constraints
J.D. Power Releases Auto Insurance Customer Satisfaction Survey
BP Liability Could Exceed $21 billion Under Clean Water Act
Modern Drilling Rigs Have Advantage Under Proposed Regulations
Sokol Restores NetJets to Profitability But Not Without Controversy
Short on Funds for a Down Payment? Freddie Mac Wants to Help!
Small-Cap Stocks Outperform Coming Out of Recessions
Proposed Mediterranean Deepwater Moratorium Unlikely to Gain Traction
George Risk Industries Resembles Buffett’s Dempster Mill But Lacks a Catalyst
Murdoch’s Early Success with WSJ for iPad May Derail Over Aggressive Pricing
Munger: Li Lu’s Future at Berkshire Hathaway is a “Foregone Conclusion”
Assessing Ballmer’s Track Record at Microsoft
Amazon’s New Kindle: Priced as an iPad Accessory?
Prem Jain: Buffett is a ‘Value + Growth’ Investor
Mahindra’s U.S. Diesel Truck Hits Roadblocks
GM Announces Volt Pricing Starting at $41,000 Limiting Mass Market Appeal
High Speed Rail May Threaten Freight Rail Renaissance
Goldman’s Problems Continue with Threat of FCIC Derivatives Audit
An Absurd Example of Technical Analysis
Deepwater Drilling Ban Continues to Devastate Gulf Coast Economy
Progressive Offers Discount Based on Driver Monitoring
P&C Insurers Recover in 2009 But Underwriting Losses Persist
European Banking Stress Test Features Mild ‘Adverse Scenario’
French Finance Minister Commits to Austerity Measures to Trim Budget Deficit
NetJets Continues Restructuring with Office Consolidation
A Closer Look at Ensco’s Q2 Results
GM to Acquire AmeriCredit; Revisiting Berkowitz’s Bullish Thesis
Shell Deepwater Expert Points to Flaws in BP’s Well Design
Tractor Supply Reports Q2 2010 Results
Oil Industry Plans Disaster Response System for Future Spills
Value Investing Congress: $1,800 Discount for Rational Walk Readers
Wells Fargo’s CFO Reacts to Dodd-Frank Act
Contango Announces New Production; May Pay Special Dividend
Microfinance Expands in For-Profit Sector
A Closer Look at Noble Corporation’s Q2 Results
Should Regulators Require Preemptive Relief Wells?
China’s Coal Intensive Economy Reaches New Milestone
Brazil Pushes Technical Limits in Deepwater Oil Exploration
Einhorn Comments on Ensco Position in Q2 Letter
Gates Bets on Continued Evolution of the Internal Combustion Engine
Amazon Reports E-Book Sales Exceed Hardcovers; Where is the Tipping Point?
Sacramento May Impose Crash Tax on Visiting Motorists
Are Online Grocers Destined to Fail?
Temperament Makes Warren Buffett a Genius
Jordan’s Furniture Offers Another Unusual Red Sox Promotion
Diamond Offshore Represents Interesting Play on Deepwater Revival
The Rational Optimist: How Prosperity Evolves
Artificial Intelligence Attempts to Replace Human Judgment
Jim Cramer Looks at Berkshire Hathaway’s Technical Indicators
Individual Investors Abandon Stocks; The ‘Death of Equities’ Redux?
Einhorn’s Greenlight Capital Takes Large Position in Ensco
Tractor Supply Offers a Compelling Growth Story
Buffett’s a Heavy Internet User; But That’s Not Really Surprising
Buffett: Double Dip Recession is Unlikely
Chrysler Misfires In Decision to Marginalize Legendary Hemi Brand
Manual of Ideas Offers Insights into ‘Magic Formula’ Approach
Summer Book Recommendations for 2010
Expect Consolidation as Administration Pushes Small Firms Out of Gulf
New Madrid Fault Represents High Impact, Low Probability Risk
Berkshire’s Q2 2010 Portfolio Performance Mirrors Overall Market
Noble’s Acquisition of Frontier Highlights Importance of Clean Balance Sheet
Delivering Happiness: A Path to Profits, Passion, and Purpose
Newspapers Face Difficult Future Despite iPad Breakthrough
Berkshire Wins World Cup Bet as France Falls to South Africa
Deepwater Drilling Moratorium Overturned; Obama Administration Plans Appeal
Berkshire Hathaway Entering Indian Auto Insurance Market
Faulty Well Design Highlights Importance of Redundancy
The Collector: 1977 WSJ Article on Buffett Strikes Familiar Themes
The Value Investor’s Guide to Value Line Investment Survey
Zappos Retains Corporate Culture After Amazon Acquisition
Berkshire Hathaway 2010 Briefing Book: Special Student Offer
Ensco Provides Rig Status Update
Investigation of Deepwater Horizon Points to Human Error
Ensco International Profile and Analysis
Tilson Makes the Case for Investing in BP
The End of Wall Street by Roger Lowenstein
For-Profit University Accreditation Facing Increased Scrutiny
Drilling Moratorium’s Impact in Numbers
Confusion Reigns Over Shallow Water Drilling Policy
Was Buffett Too Easy on Moody’s in FCIC Testimony?
Noble Corporation Profile and Analysis
Interesting Political Aspects of Buffett’s FCIC Testimony
National Oilwell Varco Profile and Analysis
Greenwald’s Bearish on Amazon and Apple
Johnson & Johnson’s Current Problems Mask Potential Opportunity
Graham’s Advice on “Relatively Unpopular Large Companies”
FT’s Interactive Economic Weather Map
Apple Leads Microsoft in Market Cap Race
Using Checklists to Control Emotions During Market Meltdowns
Gulf of Mexico Disaster Calls for Prudent Regulatory Changes
Will Facebook Finally Recognize the Virtue of Simplicity?
Was Burry’s ‘Primer on Mortgage Short’ Convincing in 2006?
The Big Short by Michael Lewis
Volcker on Financial Regulatory Reform
Berkshire Hathaway Reduced Kraft Position During First Quarter
Li Lu’s Lecture at Greenwald’s Columbia University Value Investing Class
Burlington Northern’s CEO Plans for Accelerated Capex
The Inoculated Investor’s Value Investing Congress Meeting Notes
Zynga’s FarmVille May Change Videogame Economics
Berkshire Reports Strong Q1 2010 Results
Munger Comments on Potential for Wesco to Become Wholly Owned by Berkshire
2010 Annual Meeting Resources and Links
NetJets Europe Performance Improves in First Quarter
Buffett on Goldman Sachs, Derivatives, and the Economy
Peter Boodell’s Berkshire Hathaway Annual Meeting Notes
Roger Lowenstein: The Fed Should Burst Our Bubbles
Berkshire Hathaway 2010 Annual Meeting Resource Page
Munger: Lehman’s Behavior Represented Worst of Wall Street
Buffett Observes Big Upswing in Business Starting in March
Estimating Global Brand Value
Bill Clinton on Goldman Sachs, Financial Regulatory Reform
Behind the Berkshire Hathaway Curtain: Lessons from Warren Buffett’s Top Business Leaders
Minimal Impact to Insurers from Icelandic Volcano Eruption
Berkshire Lobbies Congress on Derivatives Collateral Requirements
The Basics of Understanding Financial Statements
Buffett Gives Goldman Sachs Another Vote of Confidence
NetJets Posts a Profit in First Quarter
Iscar’s Sales are Recovering; Wertheimer Looks at Expansion Possibilities
David Sokol on Cap & Trade, Buffett’s Environmental Philosophy
Highlights From Buffett Partnership Letters
Malkiel is Bullish on China, Remains Efficient Market Proponent
Jeremy Grantham on Bubbles and the Outlook Ahead
Soft Insurance Market Persists; Active Hurricane Season Forecast
Goldman Sachs Fraud Charges Require Quick Action
Joel Greenblatt Applies Magic Formula to Global Investing
Shell Bets $19 Billion on Gas-To-Liquids Plant in Qatar
A Closer Look at Berkadia Commercial Mortgage
Iceland Volcano Eruption May Result in Significant Insurance Claims
Barclays Capital’s Bearish Forecast for GEICO is Unwarranted
Berkshire Hathaway Director Ron Olson Talks About CEO Succession
Pabrai: “I Don’t Invest in Tech Because I Spent Time In It”
Insights on Executive Compensation from The Journal of Investing
Robert Rubin: “I Did Not Want Significant Operational Responsibility”
Forest River Manager Sues Berkshire For Wrongful Termination
Exclusive Interview with Prem Jain, Author of ‘Buffett Beyond Value’
Bogle: Alan Greenspan’s Testimony Was Disingenuous
Greenspan: Those Who Predicted Housing Bubble are “Statistical Illusions”
Buffett Beyond Value: Why Warren Buffett Looks to Growth and Management When Investing
Justin Fox Discusses Latest Book: The Myth of the Rational Market
Good Friday Market Closure Separates Speculators From Investors
Kraft’s Executive Compensation Policies Reward Value Destruction
Taco Bell Expands to India: Paneer and Potato Tacos?
Wesco’s CORT and Precision Steel Units Were “Hammered” in 2009
Roth IRA Conversion Can Hedge Against Higher Taxes
Examining Middleburg Financial: David Sokol’s Favorite Bank?
Natural Gas Gets Cheap Compared to Oil; Contango Remains Low Cost Producer
BYD Offers Dual Mode Hybrid to Individual Buyers in China
Berkshire’s McLane Subsidiary Acquires Kahn Ventures
13 Bankers: The Wall Street Takeover and the Next Financial Meltdown
Catastrophic Insurance and HSAs Can Control Costs
Share Buybacks Gain Popularity as Stock Prices Rebound
China’s Ambitious High Speed Rail Plans Dwarf American Initiatives
A Response to S. Raj Rajagopal’s Short Case for Berkshire Hathaway
The Dangers of Commitment Bias
The Feds Knew About Lehman’s Repo 105 Transactions
Clayton’s i-house Experiencing Slow Sales
A Modest Proposal for Audit Reform
Was Lehman’s CEO Criminally Negligent or Merely Incompetent?
A Closer Look at Berkshire’s Executive Compensation Policy
Berkshire’s Investment in BYD: A Bet on Wang Chuan-Fu
Rupert Murdoch on Business Models for Online News
A Look at Progressive’s Loss Estimation Accuracy
Hank Greenberg Ready to Testify About General Re Transaction
Another Amazing Story of Compounding
Examining Berkshire Hathaway’s Loss Estimation Accuracy
Buffett Clarifies Retained Earnings Policy
It’s a Bird … It’s a Plane … It’s Compound Interest!
Does BNSF Belong in Berkshire’s Utility Segment?
Berkshire Hathaway 2010 Briefing Book Now Available!
Highlights from Warren Buffett’s 2009 Letter to Shareholders
Marty Whitman Reflects on Value Investing and Net-Nets
Taking a Long Term View of Berkshire’s Non-Insurance Subsidiaries
Volcker Rule Faces Resistance in Senate
Sears Chairman Lampert Releases Annual Letter to Shareholders
The Real Agenda Behind Apple’s Decision on iPad Flash Support
Charlie Munger’s Latest Parable: Basically, It’s Over
Burlington Northern Plans Expansion in Alabama
Snowstorm Losses May Exceed $2 Billion
Swiss Re Declares Intention to Redeem Berkshire Investment
Kansas City Fed President Hoenig: Act Now to Address Fiscal Situation
From Cigar Butts to Business Supermodels
Active 4th Quarter for Berkshire Hathaway’s Stock Portfolio
The Rational Walk One Year Anniversary
Toyota’s Recall Problems Illustrate Risks of Brand Erosion
Berkshire and Burlington Northern Final Merger Terms Announced
Paul Volcker: Euthanasia Rather Than Life Support for Failing Non-Banks
Burlington Northern CEO Matthew Rose Interviewed Prior to Special Meeting
Warren Buffett Interviews Former Treasury Secretary Paulson
Super Bowl Indicator Points to Higher Stock Prices in 2010!
Inside Larry & Sergey’s Brain
Berkshire Hathaway Downgraded by S&P Despite Record High Book Value
Eric Schmidt Discusses Technology’s Impact on Younger Generation
Can Forced Recapitalization Solve the “Too Big To Fail” Problem?
Will Steve Jobs Deliver Salvation for Newspapers?
Superfusion: How China and America Became One Economy
Motives Behind Value Destroying Mergers
Advance GDP Estimate for Q4 Warrants Skepticism
Public Pension Funds Attempt “Hail Mary” With Leverage
Berkshire Hathaway to Replace Burlington Northern in S&P 500
Buffett’s Plans for Burlington Northern May Include Rapid Expansion
GEICO May Soon Surpass Progressive’s Market Share
Insurers Rally To Raise Haiti Relief Funds
Berkshire Annual Meeting Webcast?
Bernanke’s Nomination for Second Term is in Trouble
Reader Questions on George Risk
George Risk Industries: A Potential Bargain With Limited Downside Risk
The Benefits of Renting vs. Owning a Home
General Re Settlement in AIG Case Closes Difficult Chapter
Buffett on Berkshire’s Valuation: It’s at the Low End
Buffett “Feels Poorer” Based on Terms of Cadbury Deal
David Sokol Interview at Berkshire Special Meeting
Consider Refinancing Your Mortgage While Rates Remain Low
Reasons to Promptly File Your Tax Return
Buffett May Increase Position in Posco
Sokol Expects Profitable Year for NetJets
Swiss Re Closes Retrocession Transaction With Berkshire Hathaway
Hershey’s Potential Bid for Cadbury Involves Buffett’s Favorite Banker
Haiti Earthquake Disaster Relief
AAR Rail Time Indicators Report: “Good Riddance to 2009”
BYD Showcases Electric Car But Hedges on Price and Timing
Oak Value Fund’s Year End Letter
Berkowitz: Use of Float Makes Burlington Acquisition Compelling for Berkshire
Does Google’s “Do No Evil” Pledge Extend to Shareholders?
Exposing the Compensation Consultant Smokescreen
Reinsurance Pricing Softens as Capacity Nears All Time Peak
An Entertaining Commentary on Natural Gas Economics
Sorkin on the Making of “Too Big To Fail”
Avoid Relegating Investment Errors to the “Memory Hole”
Goldman Sachs Board Member Bill George Comments on Financial Reforms
Berkshire Hathaway’s Swiss Re Investment Pays Off
Too Big to Fail by Andrew Ross Sorkin
Buffett Opposes Kraft’s Request for “Blank Check” in Cadbury Bid
NetJets European Rival Plans Expansion
Berkshire Hathaway Equity Portfolio Posts Solid Q4 Results
Achievable New Year’s Resolutions for Investors in 2010
Bogle Expects Solid Returns for Stocks
Santa Clara University’s Meir Statman on Risk Tolerance
Burlington Northern’s Fair Value: Mid-$90s per Share?
Debating the Economic Theories of Keynes and Hayek
Pleased But Not Satisfied by David Sokol
Exxon’s Acquisition of XTO Sends Bullish Signal on Natural Gas
Warren Buffett’s Patience Paid Off in 2008
Inadequate Information Systems Can Sink an Investment
Wal-Mart’s Upscale Strategy for Growth in China
Why Are We So Clueless about the Stock Market?
BYD Set to Launch All-Electric Car in Los Angeles Next Year
Credit Rating “Vigilantes” May Impose Fiscal Discipline
T. Boone Pickens: Switch 18-Wheeler Fleet to Natural Gas
FT Lex Column: Buffett on Sale
Jim Lehrer: “I Am Not in the Entertainment Business”
Berkshire Special Meeting Scheduled for January 20
Prem Watsa and Warren Buffett Disagree on Inflation
Unemployment Falls to 10% But Obscures Negative Trends
Sokol Imposing Budget Discipline and Culture Change at NetJets
Morningstar Enters the Credit Ratings Fray
I’m Not a Marketing Expert, But …
Reinsurers’ Surpluses Rise on Favorable Pricing and Catastrophe Trends
When Does News “Syndication” Become Outright Theft?
Investors Must Take Responsibility for Executive Compensation
Googled: The End of the World As We Know It
David Sokol Predicts Better Days Ahead for NetJets in 2010
Buffett: All Cars Will Be Electric in 20 Years
An Alternative to Extended Warranties
Amex CEO Ken Chenault on the American Consumer
Berkshire Adds Exxon and Nestle; Reduces Conoco and Moody’s in Q3 2009
Gary Shilling Predicts Deflation; Bullish on Long Treasuries
Countering Effects of Confirmation Bias
Chick-fil-A Founder Truett Cathy Speaks at National Press Club
Warren Buffett’s Advice For Enterprising Investors
Kraft’s Hostile Bid for Cadbury Highlights Power of Economic Moats
Insurance and Black Swan Events
Can Playing Bridge Make You a Better Investor?
Inflation Expectations Are Creeping Up
Wesco Financial Posts Q3 2009 Results
Berkshire Hathaway Posts Q3 Results; Book Value At Record High
Does Steve Jobs Deserve Fortune’s “CEO of the Decade” Award?
Berkshire Stock Split Fuels Speculation of S&P 500 Inclusion
Bruce Berkowitz Comments on Berkshire’s Acquisition of BNSF
Buffett Comments on Burlington Northern Acquisition
Berkshire to Acquire Burlington Northern: A Closer Look
Breaking News: Berkshire Splits B Shares 50:1 and Buys BNSF
Using Series I Bonds as a One Year T-Bill Alternative
Insights on Chinese Economy from China’s Ambassador to Britain
Natural Gas Shale Extraction – Potentially More Costly Than Expected
Excessive Cash Hoarding Can Destroy Shareholder Value
Expand a Competitive Moat in Retail by Closing on Sundays?
Top Books for Investors
How To Fail in Retail: Six Easy Steps!
Looking Behind Headline GDP Statistics
Business Wire Interviews Warren Buffett
Credit Rating Moats Keep Shrinking
Lloyd Blankfein on Prospects for Economic Recovery
Caijing Newsletter: Efficient Way to Follow Chinese Economy
Charlie Munger on Booms and Busts
Bill Gates on BBC: Buffett is Unique Leader
David Sokol: Looking More Like Buffett’s Successor
Newspapers: Era of Unprecedented Plenty?
The Value Investor’s Technology Dilemma
Stephen Roach on China, Japan, and India
Newsletter Review: The Manual of Ideas Downside Protection Report
FT’s Lex Column: Hard Insurance Market Nowhere in Sight
Buffett: Give Generously While You Can See Results
Using Mortgage Debt to Hedge Against Inflation
Natural Gas Fueled Flight Demonstrates Substitution Effect
New Hope for Emotional Traders!
El Nino Delivers Quiet Hurricane Season — Implications for 2010
Bruce Greenwald: “The Truly Compelling Opportunities Are Gone”
Dow 10,000 and the Lost Decade
Berkshire Hathaway Succession Concerns are Unfounded
Financial Wealth Illusion and Bubbles
Smart Grid Technology: $20 Billion Market in Five Years
Persistent Job Losses Paint a Grim Picture for Recovery in 2010
Matching Renewable Energy Production With Electricity Demand
How Did Berkshire Hathaway’s Book Value Fare in Q3 2009?
Berkowitz Sticks to Time Tested Principles
Investment Theory: More Multidisciplinary Thinking Needed
Prof. Shiller’s Views on the Housing Market
How Badly Damaged Is Moody’s Economic Moat?
Whitney Tilson on Berkshire Hathaway’s Intrinsic Value
Luxury Goods and Aspirational Consumers
Warren Buffett’s “Desert Island” Economic Indicator
Buffett Lacks Enthusiasm for Kraft’s Cadbury Bid
Warren Buffett Reflects on “Extraordinary Weekend” One Year Ago
Bernanke Forecast Implies Tough Policy Choices in 2010
Warren Buffett’s Comments at Fortune Conference
Larry Summers Predicts Extended Period of High Unemployment
Carol Bartz Defends Yahoo’s Deal With Microsoft
Buffett and Bogle Urge Reforms to Address “Short-Termism”
The Enduring Influence of J. M. Keynes
BYD Seeks Chinese Government Subsidies
Electric Cars: “Predisposed to go like a bat out of hell”
SEC Madoff Failures: Outlier or Systemic Problem?
Moody’s: Berkshire’s Credit Default Swaps Overstate Risks
Berkshire Lends a “Helping Hand” to AIG and XL Capital
Shai Agassi’s Vision for Electric Car Infrastructure
Will Consumer Brands Survive the “Great Recession”?
Costco’s Jim Sinegal on Retail Economy
Behavioral Finance and Value Investors
BYD Plans to Offer Electric Car in U.S. Market in 2010
Warren Buffett on “Greenback Emissions”
Berkshire Hathaway 13-F Report Links
“Cash for Clunkers” Impacts on Local Mechanics
Weekly Rail Indicators Identify Potential “Green Shoots”
Bob Lutz on the Chevy Volt
Chevy Volt Hybrid vs. BYD e6 Pure Electric
Berkshire Hathaway Posts Q2 2009 Results
Cash for Clunkers: Critical Stimulus or Boondoggle?
You Can Lead a Horse to Water …
Furniture Today Interviews Warren Buffett
Will the “Great Recession” Change Long Term Consumer Behavior?
Johnson & Johnson’s CEO on Economy and Health Care Reform
Microsoft’s Deal With Yahoo!: A Win-Win?
In-N-Out Burger’s Remarkable Moat
Exchange Traded Hurricane Contracts
Safeway’s Approach to Health Care Cost Containment
Twitter’s Uses for Online Scuttlebutt
Solving Europe’s Natural Gas Problem
WSJ Columnist Gordon Crovitz Reviews “Digital Barbarism”
You Can Be a Stock Market Genius by Joel Greenblatt
Personal History by Katharine Graham
Thomas Sowell on The Housing Boom and Bust
Digital Barbarism: A Writer’s Manifesto
How Useful is Berkshire’s Book Value for Valuation Purposes?
Buffett on Stimulus Plan: Half a Viagra with Candy Mixed In …
American Express Chairman on TARP Repayment and New Regulations
The Pickens Plan Revisited
Microsoft CEO Ballmer Reflects on Vista’s Lessons
Should the Fed Oversee Systemic Risks?
Derivatives: Implications for Investors
Buffett Interview: No Green Shoots Yet
Ford CEO Mulally Comments on Federal Loans for Fuel Efficient Cars
Rev. Cecil Williams Interviewed on Buffett’s Charity Lunch Auction
GEICO vs. Progressive: Selected Ten Year Metrics
Berkshire Hathaway Options Revisited
US Bancorp CEO on TARP Repayment
Berkshire Hathaway Options Trading May Facilitate Speculative Behavior
Alan Mulally Comments on Ford’s Strategy
Goldman Sachs Favors Discretionary Retailers in Wal-Mart Downgrade
Iscar Chairman Eitan Wertheimer Interview
Clayton Homes i-house Videos
James Grant Comments on Fed Policy and Interest Rate Outlook
MidAmerican’s David Sokol: Cap and Trade to Add $120/month to Electric Bills
Coca Cola CEO Muhtar Kent on Moody’s Upgrade and Future Prospects
SIFMA Municipal Bond Summit: Lessons and Outlook for Recovery
Medtronic CEO Bill Hawkins Interviewed on Diabetes Control Devices
What’s This Talk About a “Smart Grid”?
Lowenstein’s Review of “The Myth of the Rational Market”
Another View of Private Aviation: V1 Jets CEO Andrew Zarrow
Hurco Companies 10-Q: Warranty Provision Concerns Revisited
Jack Bogle Interviewed at Morningstar Investment Conference
NetJets Richard Santulli Interview on Prospects for Private Aviation
Consequences of Political Manipulation in the Auto Bankruptcies
Hurco’s Response Regarding Fiscal Q1 Warranty Reserves
Wal-Mart Stores Looks Attractive; Sears Holdings Shares Sold
Video of BYD’s e6 Pure Electric Vehicle
Hurco Posts Fiscal Q2 Results: Some Troubling Developments Emerge
MidAmerican’s David Sokol on Housing Market: No “Green Shoots” Yet
Can Traditional Print Newspapers Survive “Creative Destruction”?
MidAmerican Energy and BYD Partner on Battery Storage Initiative
Bill Ford Interview on Battery Technology
A.M. Best Reaffirms Ratings of National Indemnity Group
New Jersey’s Pension Crisis: A Canary in the Coalmine?
Selecting a Buffett Biography: Lowenstein vs. Schroeder
Security Analysis by Benjamin Graham and David Dodd
Sell in May and Go Away?
Buffett’s Big Weekend: Fortune Interview with Carol Loomis
Berkshire Makes Modest Q1 Changes; Portfolio Up Sharply in First Half of Q2
Walter Schloss Interview
Better Place Unveils Automated Battery Exchange Technology
Stanford Lawyer Interviews Charlie Munger
Wesco Financial Posts Q1 2009 Results
NetJets Faces Economic and Political Headwinds
More on BYD and Wang Chuanfu
Berkshire Hathaway Posts Q1 2009 Results
Interview with Wang Chuanfu of BYD
Berkshire Hathaway’s Portfolio Rebounds Strongly
BYD’s Revolutionary e6 Electric Car
Parsing Buffett’s Q1 2009 Earnings Preview
Berkshire Hathaway 2009 Annual Meeting Links
Highlights from Berkshire’s 2009 Annual Meeting
Series I Bond Composite Rate Falls to Zero
Early Hurricane Forecasts Often Unreliable
Strategies for Achieving Economic Moats
Does Instant Information Promote Market Efficiency?
Common Stocks and Uncommon Profits
Thoughts on Internet Advertising
Kansas City Fed President Hoenig Offers Alternative to “Too Big to Fail”
The Federal Government’s “Safety Net” for Municipal Bonds Has Obvious Costs
Warren Buffett’s Comments on Wells Fargo Have Important Stress Test Implications
The Essays of Warren Buffett: Lessons for Corporate America
Hurco’s Combination of Quality and Value
Clayton Homes Offers Payment Protection Plan: Sign of Strength or Red Flag?
Improved Credit Rating Firms Oversight Cannot Substitute for Investor Vigilance
Goldman Sachs Seeks a TARP Free Future
Electric Car Initiatives Heat Up
Wal-Mart’s Ten Year Record: A Case Study of the Dangers of Overpaying for Growth
Berkshire’s Insurance Subsidiaries Buck Property/Casualty Headwinds in 2008
Moody’s Downgrades Berkshire Hathaway
TARP’s Effectiveness Over Six Months
The Virtue of “Pessimism” for Investors
Unwinding AIG’s Derivatives Exposure
Berkshire’s Q1 2009 Foreign Equity Performance
G-20 on Protectionism: Cause for Optimism
Charlie Munger’s 2008 Letter to Wesco Shareholders
Berkshire’s Portfolio Results in Q1 2009
TARP Recipients and H1B Workers
NAFTA and Mexican Trucking
Ban Naked Credit Default Swaps?
Berkshire Faces Higher Financing Costs
Berkshire Arbitrage Opportunity Eliminated
S&P Issues Negative Outlook on Berkshire
AIG’s Bonus Debacle
Classic Cars: Investment or Consumption?
GEICO Enters Massachusetts Market
Clayton Homes: An Admirable Track Record
Climate Change Impacts Insurers
Buffett on Municipal Bond Insurance
Berkshire Finalizes Swiss Re Funding
Net Current Asset Value Stocks
Fitch Downgrades Berkshire Hathaway
Buffett Tips His Hand?
Berkshire Arbitrage Opportunities Revisited
False Economies
Coping With Market Meltdowns
Berkshire Valuation Two Column Approach
Inflation Expectations
A.M.Best: Stable 2009 Reinsurance Outlook
Berkshire’s Misunderstood Derivatives
Berkshire Intrinsic Value Estimate: $142K
Berkshire Non-Insurance Subs Valuation
Berkshire Insurance Subsidiaries Valuation
Evaluating Berkshire’s Intrinsic Value
Highlights from Warren Buffett’s 2008 Letter to Shareholders
Analysis of Berkshire Hathaway’s 2008 Annual Report
Berkshire Stock Holdings – Q1 Performance
Should Berkshire Pay a Dividend?
The Interpretation of Financial Statements by Benjamin Graham
DJIA: A Highly Flawed Benchmark
Berkshire B Class Discount Persists
Influence: The Psychology of Persuasion by Robert Cialdini
Berkshire Hathaway A/B Arbitrage
Blog Set Up for Dummies
Interpreting Buffett’s Q4 Stock Sales
Berkshire Hathaway Q3 2008 Results
While America Aged by Roger Lowenstein