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The reasons behind my decision to discontinue paid subscriptions
Apr 15
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The Rational Walk
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Progressive is Firing on All Cylinders
The auto insurer resumed aggressive growth in the first quarter of 2024 while reporting a very strong combined ratio.
Apr 13
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Progressive is Firing on All Cylinders
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The Digest #197
Interest rates, Passive investing, Ben Graham as a young man, Daniel Kahneman, Ken Langone, Lawrence Cunningham, Reed Hastings, Steve Eisman, and more…
Apr 10
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The Digest #197
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Berkshire Hathaway Annual Meeting Questions
Five questions on my mind as the 2024 annual meeting approaches
Apr 8
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The Rational Walk
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Berkshire Hathaway Annual Meeting Questions
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What I've Been Reading
Thoughts on the books I read in Q1 2024
Apr 4
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What I've Been Reading
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The Digest #196
Daniel Kahneman (1934 — 2024), Biglari Holdings, Classical education, Sports gambling dysfunction, Ackman on Disney's proxy war, Lessons from Paul…
Apr 3
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March 2024
Poor Charlie's Almanack
My thoughts on the new edition with a focus on inconsistency avoidance, one of the twenty-five psychological tendencies that can cause human…
Mar 29
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Poor Charlie's Almanack
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The Digest #195
BHE Investor Conference, United States vs. Apple, Ajit Jain interview, Flaws in medical studies, Pursuing happiness, Mitsubishi Corporation, Robert…
Mar 27
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The Digest #195
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Improving Disclosure for Public Companies
The Securities and Exchange Commission could improve disclosure and transparency by implementing three simple proposals.
Mar 25
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Improving Disclosure for Public Companies
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Berkshire Hathaway HomeServices
The real estate brokerage industry will change due to a settlement in a key lawsuit. Berkshire Hathaway HomeServices was not a party to the agreement…
Mar 23
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Berkshire Hathaway HomeServices
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Inflation Expectations
There's no reason for anyone to care what I think about inflation and interest rates, but readers should pay close attention to Warren Buffett's…
Mar 22
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Inflation Expectations
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The Digest #194
Poor Charlie's Almanack, Ben Graham, GAAP accounting, John Templeton, AI dystopia, Inflation, Bloomstran on Berkshire, Intuitive Surgical, The lessons…
Mar 20
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The Rational Walk
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The Digest #194
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