The Rational Walk

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May 2023
Markel's 2023 Omaha Brunch
Continuing a tradition dating back to 1991, Markel's management team answered questions for two hours on the day after the Berkshire Hathaway annual…
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Debt Ceiling Drama
The real casualty is trust
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9
Backing into a Speculative Position
Many investors are occasionally tempted to speculate. It is important to avoid confusing speculation with investment operations.
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3
Buffett's Occidental Endgame
Occidental Petroleum is not likely to be acquired by Berkshire Hathaway but Warren Buffett is happy to continue buying shares under $60. What's next?
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2
Henry Ford's Life and Work
In a biography published a century ago, Henry Ford reflected on the early days of the automobile industry. We have much to learn from Ford despite…
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3
Berkshire Hathaway's Q1 2023 Results
Operating earnings have been on an upward trend as higher interest rates boost investment income and Berkshire's subsidiaries turn in a solid…
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4
Berkshire Hathaway's 2023 Q&A Session
Buffett and Munger answer nearly fifty questions in a five hour marathon session prior to Berkshire Hathaway's 2023 annual meeting.
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Berkshire Hathaway Annual Meeting Threads
Links to Twitter threads covering Q1 2023 earnings and the annual meeting Q&A session.
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4
Progressive vs. GEICO: The Battle Continues
Progressive's Q1 results were poorly received. Does GEICO have an opportunity to reverse market share losses while returning to underwriting…
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2
Berkshire Hathaway Meeting Links
A compilation of articles published over the past year
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