The Rational Walk published twelve business profiles between May 2022 and January 2023 as part of a paid subscription package.
Profiles provide comprehensive coverage of a specific company. The goal was to provide readers with an overview of a business that is worth following. These write-ups are not stock recommendations but instead serve as a starting point for analysts and others who are interested in a particular business. For more background on how companies are chosen, please read Selecting Companies to Research.
Please note that no new company research reports are planned at this time as part of the current paid subscription package.
All profiles have a free introduction but the full report is limited to paid subscribers.
|01/24/2023||Daily Journal Corporation||Bolstered by a large investment portfolio, Charlie Munger is determined to complete the transformation of a small newspaper publisher into a significant software company.|
|12/21/2022||Progressive||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.|
|11/26/2022||Fastenal||A profile of a leading industrial distributor with a multi-decade record of strong performance.|
|10/25/2022||Costco||An examination of Costco’s impressive track record and an assessment of whether future growth prospects are likely to justify today’s lofty valuation.|
|09/26/2022||Union Pacific||Operating efficiency gains and aggressive repurchases have delivered attractive returns to shareholders over the past decade. Will these trends continue?|
|09/08/2022||George Risk Industries||A small manufacturer is massively overcapitalized but controlled by the founder’s family. Minority shareholders can go along for the ride but may never see a catalyst.|
|08/25/2022||BNSF||A review of Berkshire Hathaway’s twelve years of ownership.|
|08/16/2022||CarMax||CarMax shook up automotive retailing in the 1990s. Will the company face disruption by online competitors in the 2020s?|
|07/13/2022||Tractor Supply||Many affluent Americans are migrating from crowded metropolitan areas to exurbs and rural areas boosting the prospects of companies catering to their needs.|
|06/30/2022||Investors Title||A strong regional title insurer with a fifty-year history.|
|06/08/2022||America’s Car-Mart||Serving the subprime used car market.|
|05/20/2022||DaVita||An essential provider of dialysis services.|
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