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Weekly Digest – December 16, 2022
December 16, 2022
Weekly Digest – October 14, 2022
October 14, 2022
Tuesday Links – February 1, 2022
February 1, 2022
Microsoft Bears Underestimate the ‘Enterprise Moat’
January 28, 2011
Investors Price In Failure of Windows Phone 7 Rollout
October 5, 2010
Microsoft Plans Debt Sale to Fund Dividends and Buybacks
September 13, 2010
Technology CEOs View Dividends as Sign of Defeat
September 12, 2010
Microsoft Promotes Cloud Capabilities in New CRM Release
September 9, 2010
E-Books Receive Mixed Reviews in the Classroom
September 6, 2010
Tilson is Bullish on Large Cap Stocks Including J&J, Microsoft and Berkshire
September 1, 2010
Microsoft’s Depressed Stock Price Attracts Flock of Value Investors
August 31, 2010
Assessing Ballmer’s Track Record at Microsoft
July 29, 2010
The Value Investor’s Guide to Value Line Investment Survey
June 17, 2010
Apple Leads Microsoft in Market Cap Race
May 26, 2010
When Does News “Syndication” Become Outright Theft?
December 2, 2009
Carol Bartz Defends Yahoo’s Deal With Microsoft
September 10, 2009
Microsoft’s Deal With Yahoo!: A Win-Win?
July 31, 2009
Microsoft CEO Ballmer Reflects on Vista’s Lessons
July 1, 2009

Recent Articles

  • 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.
  • The Case for Splitting Berkshire’s Class A SharesNovember 21, 2022
    A stock split would have no effect on a Berkshire's intrinsic value, but could keep super-voting Class A shares in the hands of longtime shareholders.
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  • Publications
  • Investing
  • Personal Finance
  • Berkshire Hathaway
  • Other Companies
  • Book Reviews
  • Worldly Wisdom
  • Journal
  • Contact