Skip to content

The Rational Walk

Menu

  • Publications
  • Investing
    • Personal Finance
    • Berkshire Hathaway
    • Other Companies
  • Book Reviews
  • Worldly Wisdom
  • Journal
  • Contact
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
Observations of a New Costco Member
October 18, 2022
Union Pacific Corporation
September 26, 2022
America’s Car-Mart: Business Update
September 17, 2022
George Risk Industries
September 8, 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: Serving the Subprime Used Car Market
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
  • « 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.
Copyright © 2023 The Rational Walk. All rights reserved. Theme Spacious by ThemeGrill. Powered by: WordPress.
  • Publications
  • Investing
  • Personal Finance
  • Berkshire Hathaway
  • Other Companies
  • Book Reviews
  • Worldly Wisdom
  • Journal
  • Contact