Daily Journal has been accused of incorrectly accounting for software development costs by an activist investor seeking a consulting contract ...
A reader has generously shared his notes from the Daily Journal annual meeting which took place in Los Angeles on February 15, 2024 ...
Daily Journal and Berkshire Hathaway have little in common aside from Charlie Munger's influence. Recent development at Daily Journal raise concerns ...
Progressive resumed aggressive growth in the first quarter while reporting a strong combined ratio. The article briefly discusses GEICO's recent results ...
We could be in the early days of a step-change in how we interact with computers. Apple's Vision Pro is leading the industry in the field of spatial computing ...
Charlie Munger's death raises many questions for Daily Journal that remain unanswered following the company's 10-K and proxy filings ...
Investors were euphoric when Dollar General brought back its former CEO less than a year after his retirement. A sober look at the situation reveals significant concerns ...
Charlie Munger's service on Costco's board makes the retailer's director compensation approach a potential model for Berkshire Hathaway in the future ...
I spent Labor Day weekend reading about this beaten down retailer. This article provides some initial thoughts about the company as well as the overall retail landscape ...
The auto insurer continues to add customers but posted disappointing results in the second quarter due to catastrophe losses and inadequate pricing ...
Continuing a tradition dating back to 1991, Markel's management team answered questions for two hours on the day after the Berkshire Hathaway annual meeting ...
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 ...
Charlie Munger is determined to complete the transformation of a small newspaper publisher into a significant software company ...
Tyler Technologies is one of the leading companies offering software and related services for public sector entities in the United States ...
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 ...
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 ...
This profile examines a leading industrial distributor with a multi-decade record of strong performance ...
We examine Costco's impressive track record and consider whether future growth prospects are likely to justify today's lofty valuation ...
Operating efficiency gains and aggressive repurchases have delivered attractive returns to shareholders over the past decade. Will these trends continue? ...
Car-Mart stock has dropped 45% since quarterly earnings were released a month ago. Is the business model still intact or has Mr. Market overreacted? ...