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September 2024

The Digest #216
Trading Berkshire, The Theban Plays, The laws of economics, Fed fairy tales, Buffett's "retirement", Caro's writing process, Buffett's ground rules…
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The Rational Walk
The Digest #215
Ajit Jain's Berkshire sales, Dollar Stores, Jobs vs Cook on Innovation, Robert Caro, Fact checking Kamala Harris, Weaponizing political anger, Nick…
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The Rational Walk
The Digest #214
September 11, 2001, Nixon vs JFK, Apple's future, Damodaran on decline, Berkshire's book value, Founder mode, Chasing dividends, Caro on LBJ, Peter…
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The Rational Walk
2
The Digest #213
Berkshire's Trillion Dollar Milestone, Will Buffett attempt to acquire Chubb?, Intel's Prospects, Personal Bots, Bitcoin, AI vs. Reality, "Useless…
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The Rational Walk

August 2024

The Digest #212
Berkshire Hathaway at $1 Trillion, Warren Buffett's Canvas, Dollar General, Mr Market Miscalculates, Competing in Search, The American Dream, Li Lu…
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The Rational Walk
The Digest #211
Thucydides, Corporate life cycles, Ben Graham's first big win, Buffett's early lesson in activist investing, Perils of forecasting, Orwell's 1984, Guy…
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The Rational Walk
2
The Digest #210
Disinflation vs. Deflation, Zooming Out, Warren Buffett's Apple Sales, Teens without Smartphones, Adam Wright, Joel Greenblatt, Robert Kierlin, Bruce…
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The Rational Walk
The Digest #209
Berkshire's conservatism, Weschler's IRA, National Indemnity, A Defense of Andrew Left, Inflation hammers the poor, Felony convictions as footnotes…
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The Rational Walk
2

July 2024

The Digest #208
Biden's Withdrawal and Limits of Gaslighting, The CrowdStrike Crash, Munger and Franklin, Steve Jobs in 1983, Microsoft deep dive, Marks on risk, Luca…
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The Rational Walk
The Digest #207
Claim Checks, Herodotus, Berkshire at record highs, Folly of certainty, Advance Auto Parts, Flawed memories, Lost knowledge, Todd Combs, Walter Schloss…
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The Rational Walk
The Digest #206
The Trust Deficit, EU Regulations, Medicare Advantage scams, Munger soldiered on, The cult of Silicon Valley, Self-esteem and outer scorecards, MMT's…
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The Rational Walk
3
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