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The Case for Splitting Berkshire’s Class A Shares
November 21, 2022
Berkshire’s Future Depends on Voting Control
March 3, 2022
Berkshire’s CEO Succession: A Brief Look at Incentives
May 11, 2021
Weekend Links – May 7, 2021
May 7, 2021
Margin of Trust: The Berkshire Business Model
January 13, 2020
How to Read the Berkshire Hathaway Annual Report
February 27, 2015
Berkshire Beyond Buffett: The Enduring Value of Values
November 5, 2014
Sokol’s Resignation Raises Questions Regarding Lubrizol Transaction
March 30, 2011
Berkshire’s Ajit Jain Comments on Indian Insurance Market, Japan, and Succession Issues
March 22, 2011
Buffett’s Biographer Calls for More Disclosure on Berkshire Succession
February 24, 2011
What We Know (And Don’t Know) About Berkshire’s Succession Planning
October 31, 2010
Sokol May Increase Stake in Middleburg Financial
October 29, 2010
Buffett Plans to Work Past 100 by ‘Thinking Outside the Box’
August 27, 2010
Sokol Restores NetJets to Profitability But Not Without Controversy
August 2, 2010
Munger: Li Lu’s Future at Berkshire Hathaway is a “Foregone Conclusion”
July 29, 2010
Behind the Berkshire Hathaway Curtain: Lessons from Warren Buffett’s Top Business Leaders
April 27, 2010

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