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What I've Been Reading
Thoughts on the books I read in Q3 2023
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Three Lessons
A few life lessons based on observations over a half century
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The Digest #166
The media landscape, Dollar General's meltdown, The written word, Damodaran on Instacart, The human condition, Herb Kelleher, Merger arbitrage, and more…
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Warren Buffett on Inflation — Part 3
During periods of high inflation, capital-light businesses have important advantages
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The Rational Walk
Warren Buffett on Inflation — Part 2
Inflation took the auto insurance industry by surprise in the 1970s.
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There's Always a Reason
Enduring business models in competitive industries exist for good reasons. Dollar stores provide an important option for customers chronically short on…
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6
The Digest #165
Buffett on Inflation, Dollar General, Due Diligence, Personal Libraries, The role of AI in drug discovery, Small-cap opportunities, Interviews of Peter…
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Warren Buffett on Inflation — Part 1
Lessons from the final Buffett Partnership letters
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The Power of Investment Journals
Writing down the rationale for investment decisions is a prerequisite for success.
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3
The Digest #164
Howard Marks on intelligent risks, Li Lu's amazing life story, Damodaran on streaming, Thompson on Charter vs. Disney, Taleb's favorite literary works…
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The Rational Walk
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The Rational Walk
The Rational Walk
The Rational Walk publishes articles for curious readers who are interested in business, investing, personal finance, history, philosophy, and books.
The Rational Walk
The Rational Walk
Founded in 2009. Over 1,100 articles.

The Rational Walk

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