It is much easier for "know nothing" investors to stick with a dollar cost averaging program in the long run ...
Consulting primary sources represents table stakes for intelligent investors and responsible citizens ...
Lessons learned from a quarter century of active investing, along with annual performance statistics ...
The assassination of UnitedHealthcare CEO Brian Thompson revealed corruption in society that justifies higher corporate spending to protect executives ...
Measuring competence is straight forward in many fields, such as carpentry and dentistry, but not as clear when it comes to investing ...
Charlie Munger's solution to estate planning at Berkshire was simple: Just Hold the Goddamn Stock! Unfortunately, his advice is not easy to follow ...
Reflections on trying to profit from the technical problems that caused Berkshire Hathaway and other stocks to temporarily crash on June 3, 2024 ...
Mature technology companies are establishing regular quarterly dividends. Is this a positive or negative development for shareholders? ...
A list of fifteen recent articles including detailed coverage of Berkshire Hathaway's 2023 annual report and Warren Buffett's shareholder letter ...
The Rational Walk no longer offers paid subscriptions and all paywalls have been removed. This article explains the reasons behind the decision ...
The Securities and Exchange Commission could improve disclosure and transparency by implementing three simple proposals ...
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 ...
Buying real estate can be intimidating and complicated. This article describes two experiences with realtors, one positive and one negative ...
The S&P 500 is dominated by the "magnificent seven" which creates significant concentration risk. The S&P 500 equal weight index offers a possible alternative ...
This article looks back at Warren Buffett's warning about elevated stock valuations in 1999 and considers the potential application of his ideas to valuations today ...
The Rational Walk will make all paywalled articles free six months after publication. Today, paywalls have been removed from twenty-one articles ...
Managing our emotions is a prerequisite for intelligent investing ...
A report on growth in 2023, top articles for the year, an update on free and paid content, and plans for The Rational Walk in 2024 and beyond ...
Many Berkshire Hathaway shareholders have a very large percentage of their net worth invested in the company. What are the risks of concentrated investments in general and Berkshire in particular? ...
A few observations based on recent 13F filings, with a focus on Berkshire Hathaway, Dollar General, Markel, and Semper Augustus ...