The Rational Walk

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April 2025

Berkshire Hathaway’s Diamond Anniversary
Warren Buffett took control of Berkshire Hathaway sixty years ago. It is possible that major announcements will be made at the annual meeting.
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Writing in Private
Writing is an important tool for personal development even if you never intend to share your work with others.
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Warren Buffett’s Thoughts on Trade in 2003
In 2003, Warren Buffett wrote an article with a proposal to address the trade deficit. It deserves more attention in the current tariff debate.
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What I’ve Been Reading
Thoughts on the books I read in Q1 2025
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March 2025

Berkshire Hathaway’s 2025 Proxy Statement
Berkshire has introduced a retirement age of eighty for most directors, a surprising development given Warren Buffett's prior statements.
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Buffett & Munger Unscripted
A new book by Alex Morris distills key insights and wisdom from three decades of Berkshire Hathaway annual meetings.
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Warren Buffett on Berkshire’s Valuation
Warren Buffett has typically avoided commenting on Berkshire's stock price, but he has provided some clues that are worth considering.
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February 2025

Berkshire Hathaway’s 2024 Annual Report
My thoughts on Berkshire's annual report and Warren Buffett's letter to shareholders.
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Berkshire Hathaway’s Culture in 2050
By mid-century, changes in Berkshire Hathaway's voting control could make a breakup of the conglomerate likely.
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Staying the Course
It is much easier for "know nothing" investors to stick with a dollar cost averaging program in the long run.
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Primary Sources
Consulting primary sources represents table stakes for intelligent investors and responsible citizens.
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