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The Role of Luck
November 13, 2022
Trillions: The Pioneers of Passive Investing
April 20, 2022
The Revolution That Wasn’t
December 14, 2021
Lighthouse: Women Leading the Way in Finance
July 20, 2020
The Joys of Compounding
June 1, 2020
Where Are the Customers’ Yachts?
May 19, 2020
Coping With Market Meltdowns II
March 9, 2020
Thoughts on the Coronavirus Correction
March 1, 2020
Twenty Years of Owning Berkshire Hathaway
February 15, 2020
The Man Who Solved The Market
December 28, 2019
T. Rowe Price: The Sage of Baltimore
December 10, 2019
Non-Consensus Investing: Being Right When Everyone Else Is Wrong
November 14, 2019
Enough: True Measures of Money, Business, and Life
January 25, 2019
Mastering the Market Cycle
October 13, 2018
Early Bird: The Power of Investing Young
January 9, 2018
A Man For All Markets
March 24, 2017
There’s Always Something to Do: The Peter Cundill Investment Approach
March 12, 2017
How to Review a Proxy Statement
February 2, 2017
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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