The Rational Walk

Warren Buffett’s Thanksgiving Letter

Warren Buffett's Thanksgiving Letter sheds more light on why he decided to retire.

Nov 11 • 

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July 2025

Daily Journal Accused of Incorrect Accounting

The company has been accused of incorrectly accounting for software development costs by an activist investor seeking board seats and a consulting…

Jul 29 • 

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What I’ve Been Reading

Thoughts on the books I read in the second quarter of 2025

Jul 11 • 

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May 2025

Greg Abel Steps into the Spotlight

Greg Abel will step into the spotlight at the 2026 Berkshire Hathaway annual meeting with Warren Buffett sitting in the audience.

May 19 • 

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Warren Buffett’s Final Brushstrokes

Warren Buffett is retiring as CEO of Berkshire Hathaway but he may still make a few final brushstrokes on his canvas as Chairman.

May 5 • 

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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.

Apr 30 • 

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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.

Apr 14 • 

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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.

Apr 7 • 

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What I’ve Been Reading

Thoughts on the books I read in Q1 2025

Apr 3 • 

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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.

Mar 15 • 

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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.

Mar 14 • 

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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.

Mar 3 • 

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