Rational Reflections

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Overpaying for an investment is undesirable but time can heal many wounds
The Rational Walk
1
Psychological and social factors complicate "cigar butt" investing
The Rational Walk
2

January 2023

Michael Lewis combines biography with a discourse on psychology and economics as he tells us the story of Daniel Kahneman and Amos Tversky
The Rational Walk
Thoughts on Berkshire Hathaway's long term future
The Rational Walk
6
The pros and cons of immediate feedback in life and in markets
The Rational Walk
2
Robert Cialdini explains that the major factor separating extraordinary persuaders from average ones involves the key moment before a message is…
The Rational Walk
2
Passive consumption of information is not enough to earn true wisdom. We must put in serious efforts to leverage what we learn from others.
The Rational Walk
6
The dream of flying like birds has captivated human beings for thousands of years. In his new book, Richard Dawkins provides a fascinating account of…
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A book review of Charlie Munger's biography on his 99th birthday
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2

December 2022

Top twenty articles of 2022 and plans for the future
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3
Thoughts on the books I read in Q4 2022
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5
Disruption, Phase Transitions, and Polaroid's Rise and Fall
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1
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