The Rational Walk

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

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

Warren Buffett took control of Berkshire Hathaway sixty years ago. It is possible that major announcements will be made at the annual meeting.

Writing is an important tool for personal intellectual development even if you never intend to share your work with others.

In 2003, Warren Buffett wrote an article with a proposal to address the trade deficit. It deserves more attention in the current tariff debate.

This post is a list of books that I read in the first quarter of 2025, including The Lessons of History, American Journey, the works of Aristophanes, Plato, Xenophon, and more.

Berkshire has introduced a retirement age of eighty for most directors, a surprising development given Warren Buffett's prior statements.

A new book by Alex Morris distills key insights and wisdom from three decades of Berkshire Hathaway annual meetings.

Warren Buffett has typically avoided commenting on Berkshire's stock price, but he has provided some clues that are worth considering.

My thoughts on Berkshire Hathaway's 2024 annual report and Warren Buffett's letter to shareholders.

By mid-century, changes in Berkshire Hathaway's voting control could make a breakup of the conglomerate likely.

It is much easier for "know nothing" investors to stick with a dollar cost averaging program in the long run.

Consulting primary sources represents table stakes for intelligent investors and responsible citizens.

Lessons learned from a quarter century of active investing, along with annual performance statistics.

This post is a list of books that I read in the fourth quarter of 2024, including Euripides, The Stoic Emperor, The Intelligent Investor, The Trail, and more.

The assassination of UnitedHealthcare CEO Brian Thompson revealed corruption in society that justifies higher corporate spending to protect executives.

Just like no man steps into the same river twice, reading a worthwhile book multiple times continues to yield new insights over the years.

Roth IRA conversions could make sense for early retirees who are able to control their income and avoid falling into a high tax bracket.

This post is a list of books that I read in the third quarter of 2024, including Thucydides, Sophocles, Persian Fire, Hillbilly Elegy, and more.

Berkshire Hathaway has acquired the remaining minority interests in BHE from the Scott family and now is the sole owner of the energy company.

Measuring competence is straight forward in many fields, such as carpentry and dentistry, but not as clear when it comes to investing.

The tragic life of Oedipus is the subject of The Theban Plays by Sophocles. The horrors of its plot has captivated audiences for nearly 2,500 years.

Charlie Munger's solution to estate planning at Berkshire was simple: Just Hold the Goddamn Stock! Unfortunately, his advice is not easy to follow.

Thucydides is best known for his extensive history of the Peloponnesian War which took place between 431 - 404 BC.