Publications
The following publications provide readers with an overview of a business that is worth following. Please note that these write-ups are not stock recommendations but instead serve as a starting point for analysts and others who are interested in a particular business.
For more background on how companies are chosen, please read Selecting Companies to Research. All content is subject to The Rational Walk’s copyright and disclaimer policy.
| Date | Title | Description | Report | Data |
|---|---|---|---|---|
| 01/24/2023 | Daily Journal Corporation | Bolstered by a large investment portfolio, Charlie Munger is determined to complete the transformation of a small newspaper publisher into a significant software company. | Excel | |
| 12/21/2022 | Progressive | 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. | Excel | |
| 11/26/2022 | Fastenal | A profile of a leading industrial distributor with a multi-decade record of strong performance. | Excel | |
| 10/25/2022 | Costco | An examination of Costco’s impressive track record and an assessment of whether future growth prospects are likely to justify today’s lofty valuation. | Excel | |
| 09/26/2022 | Union Pacific | Operating efficiency gains and aggressive repurchases have delivered attractive returns to shareholders over the past decade. Will these trends continue? | Excel | |
| 09/08/2022 | George Risk Industries | A small manufacturer is massively overcapitalized but controlled by the founder’s family. Minority shareholders can go along for the ride but may never see a catalyst. | Excel | |
| 08/25/2022 | BNSF | A review of Berkshire Hathaway’s twelve years of ownership. | Excel | |
| 08/16/2022 | CarMax | CarMax shook up automotive retailing in the 1990s. Will the company face disruption by online competitors in the 2020s? | Excel | |
| 07/13/2022 | Tractor Supply | Many affluent Americans are migrating from crowded metropolitan areas to exurbs and rural areas boosting the prospects of companies catering to their needs. | Excel | |
| 06/30/2022 | Investors Title | A strong regional title insurer with a fifty-year history. | Excel | |
| 06/08/2022 | America’s Car-Mart | Serving the subprime used car market. | Excel | |
| 05/20/2022 | DaVita | An essential provider of dialysis services. | Excel | |
| 10/21/2011 | Platinum Underwriters | Mining for value in reinsurance. | ||
| 03/01/2011 | Berkshire Hathaway | In Search of the “Buffett Premium”. A comprehensive 118 page report. | Excel | |
| 02/28/2010 | Berkshire Hathaway | Background, analysis, and valuation |