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Instant Feedback
January 26, 2023
The Role of Luck
November 13, 2022
Lies and Deception
October 1, 2022
The Value of Hard Work
September 13, 2022
Overcoming Initial Resistance
July 20, 2022
Shadow Banned
May 27, 2022
Remembering September 11, 2001
September 13, 2021
Musings From a Coffee Shop
April 6, 2021
Goldman’s Infamous Boot Camp
March 20, 2021
The Price of Misery
March 8, 2021
What We Have Lost
March 6, 2021
The Use of Letters
March 5, 2021
The Crazy Election of 1800
January 19, 2021
The Power of Morning Pages
August 15, 2020
Going the Distance
August 7, 2020
The Psychology of Masks
May 4, 2020
The World Has No Pause Button
April 6, 2020
The Surreal Weekend
March 15, 2020
  • « 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.
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  • Publications
  • Investing
  • Personal Finance
  • Berkshire Hathaway
  • Other Companies
  • Book Reviews
  • Worldly Wisdom
  • Journal
  • Contact