Rational Reflections | The Rational Walk | Substack

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Articles cover a wide range of topics and are published several times per month.

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Accounting treatment for 20% positions has varied over the years, as we can see from the cases of BNSF, Moody's, DaVita, Kraft Heinz, and American…

The Rational Walk

Aug 11

A closer look at GEICO, Repurchases, and Greg Abel's BHE sale

The Rational Walk

Aug 8

Accounting changes introduced in 2018 cause wild swings in net income

The Rational Walk

Aug 7

Reinforcing timeless principles while avoiding blind ideology

The Rational Walk

Jul 27

XTRA, Alleghany, and Twitter

The Rational Walk

Jul 22

Berkshire's stake could soon surpass a key level with important implications. Could this be a prelude to Buffett making an offer to acquire the company?

The Rational Walk

Jul 21

Defeating inertia when running, reading, and writing

The Rational Walk

Jul 20

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