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Daily Journal Corporation
Bolstered by a large investment portfolio, Charlie Munger is determined to complete the transformation of a small newspaper publisher into a significant…
The Rational Walk
Jan 25
18
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Daily Journal Corporation
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Business Profile Library
A collection of PDF and Excel downloads for all write-ups
The Rational Walk
Jan 25
7
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Business Profile Library
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December 2022
The Progressive Corporation
This profile examines the third largest private passenger auto insurer in the United States with a focus on its rivalry with Berkshire Hathaway's GEICO…
The Rational Walk
Dec 21, 2022
12
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The Progressive Corporation
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November 2022
Fastenal Company
This profile examines a leading industrial distributor with a multi-decade record of strong performance.
The Rational Walk
Nov 27, 2022
11
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Fastenal Company
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October 2022
Costco Wholesale Corporation
In this profile, we examine Costco's impressive track record and consider whether future growth prospects are likely to justify today's lofty valuation.
The Rational Walk
Oct 25, 2022
15
4
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September 2022
Union Pacific Corporation
Operating efficiency gains and aggressive repurchases have delivered attractive returns to shareholders over the past decade. Will these trends…
The Rational Walk
Sep 27, 2022
20
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George Risk Industries
A small manufacturer is massively overcapitalized but controlled by the founder's family. Minority shareholders can go along for the ride but may never…
The Rational Walk
Sep 9, 2022
19
4
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August 2022
Burlington Northern Santa Fe
A review of Berkshire Hathaway's twelve years of ownership
The Rational Walk
Aug 26, 2022
18
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CarMax: A Disrupter Faces Disruption
CarMax shook up automotive retailing in the 1990s. Will the company face disruption by online competitors in the 2020s?
The Rational Walk
Aug 16, 2022
7
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CarMax: A Disrupter Faces Disruption
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July 2022
Tractor Supply Company
Remote work appears to be here to stay. Many affluent Americans are migrating from crowded metropolitan areas to exurbs and rural areas boosting the…
The Rational Walk
Jul 13, 2022
6
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Tractor Supply Company
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June 2022
Investors Title Company
A strong regional competitor with a fifty-year history
The Rational Walk
Jun 30, 2022
5
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America's Car-Mart
Serving the subprime used car market
The Rational Walk
Jun 8, 2022
3
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