Business Profiles provide comprehensive coverage of a specific company. The goal is to provide readers with an overview of a business that is worth following. These write-ups are not stock recommendations but instead serve as a starting point for analysts and others who are interested in a particular business. For more background on how companies are chosen, please read Selecting Companies to Research.
Each profile consists of a formatted/printable PDF file along with an Excel file containing all of data used in the profile which usually goes back at least a decade.
Daily Journal Corporation - 1/24/2023
The Progressive Corporation - 12/21/2022
Fastenal Company - 11/26/2022
Costco Wholesale Corporation - 10/25/2022
Union Pacific Corporation - 9/26/2022
George Risk Industries - 9/8/2022
Burlington Northern Santa Fe - 8/25/2022
CarMax - 8/16/2022
Tractor Supply Company - 7/13/2022
Investors Title Company - 6/30/2022
America’s Car-Mart - 6/8/2022
DaVita - 5/20/2022
Publication Date: January 24, 2023
Daily Journal Corporation Profile - 1/24/23
2.41MB ∙ PDF File
This profile examines the software and publishing company led by Charlie Munger.
Download
Daily Journal Corporation Data - 1/24/23
143KB ∙ XLSX File
Data for the Daily Journal Corporation profile.
Download
Publication Date: December 21, 2022
The Progressive Corporation Profile - 12/21/22
2.84MB ∙ PDF File
This profile examines the third largest private passenger auto insurer in the United States.
Download
The Progressive Corporation Data - 12/21/22
325KB ∙ XLSX File
Data for The Progressive Corporation profile
Download
Publication Date: November 26, 2022
Fastenal Company Profile - 11/26/22
2.51MB ∙ PDF File
This profile examines a leading industrial distributor with a record of strong performance.
Download
Fastenal Company Data - 11/26/22
121KB ∙ XLSX File
Data for Fastenal Company profile
Download
Publication Date: October 25, 2022
Costco Wholesale Corporation Profile - 10/25/2022
4.38MB ∙ PDF File
In this profile, we examine Costco's impressive track record and consider whether future growth prospects are likely to justify today's lofty valuation.
Download
Costco Wholesale Corporation Data - 10/25/2022
108KB ∙ XLSX File
Data for Costco Wholesale Corporation profile
Download
Publication Date: September 26, 2022
Union Pacific Corporation Profile - 9/26/2022
2.03MB ∙ PDF File
Operating efficiency gains and aggressive repurchases have delivered attractive returns to shareholders over the past decade. Will these trends continue?
Download
Union Pacific Corporation Data - 9/26/2022
67.2KB ∙ XLSX File
Data for Union Pacific Corporation profile
Download
Publication Date: September 8, 2022
George Risk Industries Profile - 9/8/2022
1.85MB ∙ PDF File
A small manufacturer is massively overcapitalized but controlled by the founder's family. Minority shareholders can go along for the ride but may never see a catalyst.
Download
George Risk Industries Data - 9/8/2022
65.2KB ∙ XLSX File
Data for George Risk Industries profile
Download
Publication Date: August 25, 2022
Burlington Northern Santa Fe Profile - 8/25/2022
2.62MB ∙ PDF File
A review of Berkshire Hathaway's twelve years of ownership.
Download
Burlington Northern Santa Fe Data - 8/25/2022
64.9KB ∙ XLSX File
Data for Burlington Northern Santa Fe profile
Download
Publication Date: August 16, 2022
CarMax Profile - August 16, 2022
3.09MB ∙ PDF File
CarMax shook up automotive retailing in the 1990s. Will the company face disruption by online competitors in the 2020s?
Download
CarMax Data - August 16, 2022
77.9KB ∙ XLSX File
Data for CarMax profile
Download
Publication Date: July 13, 2022
Tractor Supply Company Profile - July 13, 2022
2.69MB ∙ PDF File
Remote work appears to be here to stay. Many affluent Americans are migrating from crowded metropolitan areas to exurbs and rural areas boosting the prospects of companies catering to their needs.
Download
Tractor Supply Company Data - July 13, 2022
464KB ∙ XLSX File
Data for Tractor Supply Company profile
Download
Publication Date: June 30, 2022
Investors Title Company Profile - 6/30/2022
2.71MB ∙ PDF File
A strong regional competitor with a fifty-year history.
Download
Investors Title Company Data - 6/30/2022
161KB ∙ XLSX File
Data for Investors Title Company profile
Download
Publication Date: June 8, 2022
America's Car-Mart Profile - 6/8/2022
2.43MB ∙ PDF File
Serving the subprime used car market.
Download
America's Car-Mart Data - 6/8/2022
73.1KB ∙ XLSX File
Data for America's Car-Mart profile
Download
Publication Date: May 20, 2022
DaVita Profile - 5/20/2022
2.67MB ∙ PDF File
A cash flow powerhouse operating in a peculiar industry
Download
DaVita Data - 5/20/2022
87.2KB ∙ XLSX File
Data for DaVita profile
Download
Nothing in this newsletter constitutes investment advice and all content is subject to the copyright and disclaimer policy of The Rational Walk LLC.
Your privacy is taken very seriously. No email addresses or any other subscriber information is ever sold or provided to third parties. If you choose to unsubscribe at any time, you will no longer receive any further communications of any kind.
The Rational Walk is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to Amazon.com.
