- Free Articles!
A list of fifteen recent articles including detailed coverage of Berkshire Hathaway's 2023 annual report and Warren Buffett's shareholder letter.
- Paid Subscriptions
The Rational Walk no longer offers paid subscriptions and all paywalls have been removed. This article explains the reasons behind the decision.
- Progressive is Firing on All Cylinders
Progressive resumed aggressive growth in the first quarter while reporting a strong combined ratio. The article briefly discusses GEICO's recent results.
- The Digest #197
Interest rates, Passive investing, Ben Graham as a young man, Daniel Kahneman, Ken Langone, Lawrence Cunningham, Reed Hastings, Steve Eisman
- Berkshire Hathaway Annual Meeting Questions
This article proposes five questions for Berkshire Hathaway's 2024 annual meeting on May 4. Warren Buffett is likely to answer fifty or more questions.
- What I’ve Been Reading
This post is a list of books that I read in the first quarter of 2024, including The Diary of Anne Frank, Endurance, Crime and Punishment, and the Iliad.
- The Digest #196
Daniel Kahneman (1934 — 2024), Biglari Holdings, Classical education, Sports gambling, Ackman on Disney's proxy war, Lessons from Paul Graham, Dunbar's number
- Poor Charlie’s Almanack
Thoughts on the new edition with a focus on inconsistency avoidance, one of the psychological tendencies that can cause human misjudgment.
- The Digest #195
BHE Investor Conference, United States vs. Apple, Ajit Jain interview, Flaws in medical studies, Pursuing happiness, Mitsubishi Corporation, Robert Cialdini interview
- Improving Disclosure for Public Companies
The Securities and Exchange Commission could improve disclosure and transparency by implementing three simple proposals.
- Berkshire Hathaway HomeServices
Berkshire Hathaway's HomeServices business is likely to be affected by the National Association of Realtors lawsuit settlement.
- Inflation Expectations
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.
- The Digest #194
Poor Charlie's Almanack, Ben Graham, GAAP accounting, John Templeton, AI dystopia, Inflation, Bloomstran on Berkshire, Intuitive Surgical, The lessons of history
- Berkshire Hathaway’s 2024 Proxy Statement
Commentary on Berkshire Hathaway's latest proxy statement focusing on skin in the game, repurchase activity, and stock based compensation.
- Real Estate Adventures
Buying real estate can be intimidating and complicated. This article describes two experiences with realtors, one positive and one negative.
