The Rational Walk
Contributor since: 2009
Company: The Rational Walk LLC
Assessing 'Synergy' Potential Between 2 Berkshire Subsidiaries
Berkshire Posts Solid 2010 Results: Firing on All Cylinders After Recession
Buffett's Annual Letter: The 'Three Pillars' of Berkshire's Intrinsic Value
Buffett's Biographer Calls for More Disclosure on Berkshire Succession
In Search of the Buffett Premium: Seizing Opportunities During Financial Crisis
Berkshire Hathaway Scores Major Victory With Swiss Re Investment
Apple Risks Dominant Position in Tablets With New Digital Publishing Model
Berkshire Hathaway's NetJets Posts Profits but Margins Remain Under Pressure
Nokia's 'Burning Platform' Highlights Perils of Creative Destruction
Howard Marks on the Human Side of Investing
Microsoft Bears Underestimate the 'Enterprise Moat'
Examining the Consensus View of Intel
Berkshire Likely to Pay Dividends Eventually, But Not This Year
Berkshire Hathaway: In Search of the 'Buffett Premium'
With Jobs on Medical Leave, Apple Shareholders Deserve More Disclosure Regarding Succession
Rail Traffic Rebounds in 2010 but Remains Far Short of Pre-Recession Levels
Diamond Offshore Offers Value Amid Gulf of Mexico Regulatory Chaos
'Stuck in the Middle' Retailers May Soon Face Extinction
Companies Switch to Shale Oil as Natural Gas Prices Remain Depressed
Investors Title Company Represents Value in Midst of Housing Turmoil
Gates Foundation Selling Should Have Little Impact on Berkshire's Stock Price
Contango ORE: An Intelligent Gold and Rare Earth Speculation?
An In-Depth Look at Berkshire Hathaway's Q3 Results, With NetJets in Focus
Swiss Re Repays Berkshire’s Investment After Buffett Eases Early Payment Terms
Value Investors Turn to Banking
What We Know (And Don't Know) About Berkshire's Succession Planning
Why Is Todd Combs Bullish on Western Union?
Insight on Berkshire Hathaway's New Investment Manager
Noble Corp: Q3 Results Impacted by Moratorium but Worst May Have Passed
NetJets Plans to Expand Fleet Amid Continued Weakness in Business Aviation
The St. Joe Company: Einhorn vs. Berkowitz
Buffett: Why Own Bonds When You Can Own Equities?
Contango Plans to Spin Off Minerals Exploration Subsidiary
Reports of Buffett Dumping Stake in BYD Lack Credibility
Charles Munger: Beyond the Soundbites
Federal Stimulus Missed Key Infrastructure Opportunities
Munger Sounds Less Upbeat on the Economy Than Buffett
Noble Corp.: Continued Gulf of Mexico Uncertainty Ahead
HP: Could More R&D Spending Have Enabled Better In-House Technology?
Buffett Sees Broad-Based Economic Recovery Ahead