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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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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 Sad Irons
Robert Caro's history of the Texas Hill Country prior to electrification
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Negative Lollapalooza Effects
Sharing investment ideas in public can have many benefits but there are also psychological risks that must be carefully considered.
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The Digest #163
Corporate taxes, Berkshire's clean energy investments, Isaacson's biography of Elon Musk, ESPN's future, Nvidia, AI, Interpreting medical studies, Why…
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2
Dollar General: Value or Value Trap?
I spent Labor Day weekend reading about this beaten down retailer. This article provides some initial thoughts on the company.
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The Digest #162
Volcker on inflation, Parametric insurance, The futility of guidance, Corporate governance reform, Keeping a notebook, Singleton and Teledyne, The pros…
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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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