Free Articles! April 17, 2024 A list of fifteen recent articles including detailed coverage of Berkshire Hathaway's 2023 annual report and Warren Buffett's shareholder letter.
Paid Subscriptions April 15, 2024 The Rational Walk no longer offers paid subscriptions and all paywalls have been removed. This article explains the reasons behind the decision.
Progressive is Firing on All Cylinders April 13, 2024 Progressive resumed aggressive growth in the first quarter while reporting a strong combined ratio. The article briefly discusses GEICO's recent results.
The Digest #197 April 10, 2024 Interest rates, Passive investing, Ben Graham as a young man, Daniel Kahneman, Ken Langone, Lawrence Cunningham, Reed Hastings, Steve Eisman
Berkshire Hathaway Annual Meeting Questions April 8, 2024 This article proposes five questions for Berkshire Hathaway's 2024 annual meeting on May 4. Warren Buffett is likely to answer fifty or more questions.
What I’ve Been Reading April 4, 2024 This post is a list of books that I read in the first quarter of 2024, including The Diary of Anne Frank, Endurance, Crime and Punishment, and the Iliad.
The Digest #196 April 3, 2024 Daniel Kahneman (1934 — 2024), Biglari Holdings, Classical education, Sports gambling, Ackman on Disney's proxy war, Lessons from Paul Graham, Dunbar's number
Poor Charlie’s Almanack March 29, 2024 Thoughts on the new edition with a focus on inconsistency avoidance, one of the psychological tendencies that can cause human misjudgment.
The Digest #195 March 27, 2024 BHE Investor Conference, United States vs. Apple, Ajit Jain interview, Flaws in medical studies, Pursuing happiness, Mitsubishi Corporation, Robert Cialdini interview
Improving Disclosure for Public Companies March 25, 2024 The Securities and Exchange Commission could improve disclosure and transparency by implementing three simple proposals.
Berkshire Hathaway HomeServices March 23, 2024 Berkshire Hathaway's HomeServices business is likely to be affected by the National Association of Realtors lawsuit settlement.
Inflation Expectations March 22, 2024 There's no reason for anyone to care what I think about inflation, but readers should pay close attention to Warren Buffett's statements and actions.
The Digest #194 March 20, 2024 Poor Charlie's Almanack, Ben Graham, GAAP accounting, John Templeton, AI dystopia, Inflation, Bloomstran on Berkshire, Intuitive Surgical, The lessons of history
Berkshire Hathaway’s 2024 Proxy Statement March 18, 2024 Commentary on Berkshire Hathaway's latest proxy statement focusing on skin in the game, repurchase activity, and stock based compensation.
Real Estate Adventures March 16, 2024 Buying real estate can be intimidating and complicated. This article describes two experiences with realtors, one positive and one negative.
In the CNBC interview shown below, Burlington Northern Santa Fe CEO Matthew Rose discusses the company’s special meeting of shareholders set for 10 am today. At the meeting, Burlington Northern shareholders are expected to approve Berkshire Hathaway’s offer to acquire the company. Mr. Rose also talks about trends in the railroad industry over the past few months.