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Different Types of Mistakes

Different Types of Mistakes

Overpaying for an investment is undesirable but time can heal many wounds if the underlying business continues to perform well.

The Rational Walk February 4, 2023February 4, 2023 Investing Read more

Managing Decline

Managing Decline

Psychological and social factors serve as complications for investors seeking to invest in declining companies, often referred to as “cigar butts”.

The Rational Walk February 2, 2023February 2, 2023 Investing Read more

Information Wants To Be Free

All paywalls on The Rational Walk have been removed. This article is a listing of twelve recent comprehensive company write-ups available for download.

The Rational Walk January 30, 2023January 31, 2023 Investing Read more

In Search of the Buffett Premium

Some thoughts on Berkshire Hathaway’s long term future twelve years after writing a comprehensive report on the company.

The Rational Walk January 27, 2023January 27, 2023 Berkshire Hathaway Read more

Instant Feedback

Using a continuous glucose monitor for two weeks made me think about the pros and cons of instant feedback in life and in markets.

The Rational Walk January 26, 2023January 26, 2023 Journal Read more

Daily Journal Corporation

Charlie Munger is determined to complete the transformation of a small newspaper publisher into a significant software company

The Rational Walk January 24, 2023January 29, 2023 Company Analysis Read more

Weekly Digest – January 18, 2023

Wednesday, January 18, 2023Volume 4, Issue 3 Quote of the Week “People think focus means saying yes to the thing you’ve got to focus on. But that’s not what it means at all. It means saying no to the hundred other

The Rational Walk January 18, 2023January 27, 2023 Weekly Digest Read more

Earning Wisdom

Passive consumption of information is not enough to earn true wisdom. Leo Tolstoy advocated serious efforts to leverage what we learn from others. There are no shortcuts.

The Rational Walk January 17, 2023January 27, 2023 Worldly Wisdom Read more

Flights of Fancy

Flights of Fancy

The dream of flying like birds has captivated human beings for thousands of years. In his new book, Richard Dawkins provides a fascinating account of the history of flight.

The Rational Walk January 13, 2023January 27, 2023 Book Reviews Read more

Weekly Digest – January 13, 2023

Friday, January 13, 2023Volume 4, Issue 2 Quote of the Week “When I was a kid at Woodrow Wilson High School in Washington, another kid and I started the Wilson Coin-Operated Machine Co. I was 15 years old. We put reconditioned

The Rational Walk January 13, 2023January 27, 2023 Weekly Digest Read more

Tyler Technologies

Tyler Technologies is one of the leading companies offering software and related services for public sector entities in the United States.

The Rational Walk January 7, 2023January 29, 2023 Company Analysis Read more

Weekly Digest – January 6, 2023

Friday, January 6, 2023Volume 4, Issue 1 Limited Control “The chief task in life is simply this: to identify and separate matters so that I can say clearly to myself which are externals not under my control, and which have to

The Rational Walk January 6, 2023January 27, 2023 Weekly Digest Read more

Damn Right! — Behind the Scenes with Charlie Munger

Damn Right! — Behind the Scenes with Charlie Munger

A book review of Damn Right! — Behind the Scenes with Berkshire Hathaway Billionaire Charlie Munger, published on Munger’s 99th birthday.

The Rational Walk January 1, 2023January 27, 2023 Book Reviews Read more

Weekly Digest – December 30, 2022

Friday, December 30, 2022Volume 3, Issue 61 Quote of the Week “The trouble with market research is that people don’t think what they feel, they don’t say what they think, and they don’t do what they say.” — David Ogilvy Avoiding Fragility

The Rational Walk December 30, 2022January 27, 2023 Weekly Digest Read more

Journal Technologies

Charlie Munger’s bet on enterprise software for court systems has been overshadowed by Daily Journal’s investment portfolio. The software business deserves more attention.

The Rational Walk December 27, 2022January 29, 2023 Company Analysis Read more

The Year in Review

This article contains links to the top twenty articles of 2022 and discusses plans for the future of the Rational Reflections newsletter.

The Rational Walk December 26, 2022January 27, 2023 Investing Read more

What I’ve Been Reading

What I’ve Been Reading

This post is a list of books that I read in the fourth quarter of 2022, most notably The Price of Time by Edward Chancellor and The Idiot by Fyodor Dostoevsky.

The Rational Walk December 23, 2022January 27, 2023 Book Reviews Read more

Weekly Digest – December 23, 2022

Friday, December 23, 2022Volume 3, Issue 60 Quote of the Week “Just as many smart people fail in the investment business as stupid ones. Intellectually active people are particularly attracted to elegant concepts, which can have the effect of distracting them

The Rational Walk December 23, 2022January 27, 2023 Weekly Digest Read more
  • « Previous

Recent Articles

  • Different Types of MistakesFebruary 4, 2023
    Overpaying for an investment is undesirable but time can heal many wounds if the underlying business continues to perform well.
  • Managing DeclineFebruary 2, 2023
    Psychological and social factors serve as complications for investors seeking to invest in declining companies, often referred to as "cigar butts".
  • Information Wants To Be FreeJanuary 30, 2023
    All paywalls on The Rational Walk have been removed. This article is a listing of twelve recent comprehensive company write-ups available for download.
  • In Search of the Buffett PremiumJanuary 27, 2023
    Some thoughts on Berkshire Hathaway's long term future twelve years after writing a comprehensive report on the company.
  • Instant FeedbackJanuary 26, 2023
    Using a continuous glucose monitor for two weeks made me think about the pros and cons of instant feedback in life and in markets.
  • Daily Journal CorporationJanuary 24, 2023
    Charlie Munger is determined to complete the transformation of a small newspaper publisher into a significant software company
  • Earning WisdomJanuary 17, 2023
    Passive consumption of information is not enough to earn true wisdom. Leo Tolstoy advocated serious efforts to leverage what we learn from others. There are no shortcuts.
  • Flights of FancyJanuary 13, 2023
    The dream of flying like birds has captivated human beings for thousands of years. In his new book, Richard Dawkins provides a fascinating account of the history of flight.
  • Tyler TechnologiesJanuary 7, 2023
    Tyler Technologies is one of the leading companies offering software and related services for public sector entities in the United States.
  • Damn Right! — Behind the Scenes with Charlie MungerJanuary 1, 2023
    A book review of Damn Right! — Behind the Scenes with Berkshire Hathaway Billionaire Charlie Munger, published on Munger's 99th birthday.
  • Journal TechnologiesDecember 27, 2022
    Charlie Munger's bet on enterprise software for court systems has been overshadowed by Daily Journal's investment portfolio. The software business deserves more attention.
  • The Year in ReviewDecember 26, 2022
    This article contains links to the top twenty articles of 2022 and discusses plans for the future of the Rational Reflections newsletter.
  • What I’ve Been ReadingDecember 23, 2022
    This post is a list of books that I read in the fourth quarter of 2022, most notably The Price of Time by Edward Chancellor and The Idiot by Fyodor Dostoevsky.
  • The Progressive CorporationDecember 21, 2022
    This profile examines the third largest private passenger auto insurer in the United States with a focus on its rivalry with Berkshire Hathaway's GEICO subsidiary.
  • Fastenal CompanyNovember 26, 2022
    This profile examines a leading industrial distributor with a multi-decade record of strong performance.
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