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)Will Progressive’s Growth Strategy Pay Off? July 15, 2023 Markel’s 2023 Omaha Brunch May 29, 2023 Business Profile Library January 25, 2023 Daily Journal Corporation January 24, 2023 Tyler Technologies January 7, 2023 Journal Technologies December 27, 2022 The Progressive Corporation December 21, 2022 Fastenal Company November 26, 2022 Costco Wholesale Corporation October 25, 2022 Union Pacific Corporation September 26, 2022 America’s Car-Mart: Business Update September 17, 2022 George Risk Industries September 8, 2022 Burlington Northern Santa Fe August 25, 2022 CarMax: A Disrupter Faces Disruption August 16, 2022 Tractor Supply Company July 13, 2022 Investors Title Company June 30, 2022 Supreme Court Rules Against DaVita June 21, 2022 America’s Car-Mart June 8, 2022 DaVita: An Essential Provider of Dialysis Services May 20, 2022 Kidney Failure and the Dialysis Industry May 14, 2022 The Quarterly Guidance Trap Bites Apple January 7, 2019 Highlights from Markel’s 2016 Annual Letter March 21, 2017 Does Chipotle’s Valuation Offer a Margin of Safety? February 10, 2017 Snap Pitches Hopes and Dreams, Shuns Accountability February 3, 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 Markel Ventures Gains Momentum November 3, 2016 Chipotle Mexican Grill: Is the Brand Intact? October 12, 2016 DaVita Healthcare Partners October 4, 2016 A Closer Look at Markel Ventures May 20, 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 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 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 Markel Corporation: Q2 2015 Results August 6, 2015 Markel Corporation at $800/share June 18, 2015 Coca Cola Misfires on Share Repurchase Rationale March 29, 2014 Daily Journal’s Portfolio Holdings Revealed February 11, 2014 Platinum Underwriters 2013 Results February 7, 2014 Loews Corporation: Still Cheap on Sum-of-the-Parts Valuation Basis May 15, 2013 The Facts Change at Contango Oil & Gas May 8, 2013 Contango Oil & Gas Company: Recent Developments October 24, 2012 Contango Oil & Gas: Compelling Opportunity for Natural Gas Bulls September 22, 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 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 Looking For Hidden Real Estate Value at Investors Title Company March 15, 2011 Apple Risks Dominant Position in Tablets With New Digital Publishing Model February 17, 2011 Nokia’s ‘Burning Platform’ Highlights Perils of Creative Destruction February 9, 2011 Revisiting Noble Corporation Investment Thesis and Importance of Sell Discipline February 1, 2011 Microsoft Bears Underestimate the ‘Enterprise Moat’ January 28, 2011 Examining the Consensus View of Intel Corporation January 24, 2011 Diamond Offshore Offers Value Amid Regulatory Chaos January 4, 2011 Investors Title Company Represents Value in Midst of Housing Turmoil November 29, 2010 Contango ORE: An Intelligent Gold and Rare Earth Speculation? November 9, 2010 Why Is Todd Combs Bullish on Western Union? October 27, 2010 Facebook Should Announce a Reverse Stock Split October 3, 2010 Atwood Oceanics Profile and Analysis September 7, 2010 Microsoft’s Depressed Stock Price Attracts Flock of Value Investors August 31, 2010 Kewaunee Scientific Corporation: Rare Opportunity or Value Trap? August 4, 2010 George Risk Industries Resembles Buffett’s Dempster Mill But Lacks a Catalyst July 30, 2010 Assessing Ballmer’s Track Record at Microsoft July 29, 2010 A Closer Look at Ensco’s Q2 Results July 22, 2010 Tractor Supply Reports Q2 2010 Results July 21, 2010 Contango Announces New Production; May Pay Special Dividend July 21, 2010 A Closer Look at Noble Corporation’s Q2 Results July 20, 2010 Einhorn Comments on Ensco Position in Q2 Letter July 20, 2010 Diamond Offshore Represents Interesting Play on Deepwater Revival July 15, 2010 Einhorn’s Greenlight Capital Takes Large Position in Ensco July 12, 2010 Tractor Supply Offers a Compelling Growth Story July 10, 2010 Ensco Provides Rig Status Update June 15, 2010 Ensco International Profile and Analysis June 11, 2010 Noble Corporation Profile and Analysis June 2, 2010 National Oilwell Varco Profile and Analysis May 31, 2010 Johnson & Johnson’s Current Problems Mask Potential Opportunity May 29, 2010 Kraft’s Executive Compensation Policies Reward Value Destruction March 31, 2010 Examining Middleburg Financial: David Sokol’s Favorite Bank? March 26, 2010 A Look at Progressive’s Loss Estimation Accuracy March 8, 2010 Reader Questions on George Risk January 22, 2010 George Risk Industries: A Potential Bargain With Limited Downside Risk January 21, 2010 Microsoft’s Deal With Yahoo!: A Win-Win? July 31, 2009 Hurco Companies 10-Q: Warranty Provision Concerns Revisited June 5, 2009 Hurco’s Response Regarding Fiscal Q1 Warranty Reserves June 1, 2009 Wal-Mart Stores Looks Attractive; Sears Holdings Shares Sold June 1, 2009 Hurco Posts Fiscal Q2 Results: Some Troubling Developments Emerge May 29, 2009 Hurco’s Combination of Quality and Value April 17, 2009 Wal-Mart’s Ten Year Record: A Case Study of the Dangers of Overpaying for Growth April 11, 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)
