![](http://www.rationalwalk.com/wp-content/themes/Advanced-Newspaper142/timthumb.php?src=wp-content/uploads/2012/03/LoewsLarge.png&h=&q=90&w=496&h=278&zc=1")
![](http://www.rationalwalk.com/wp-content/themes/Advanced-Newspaper142/timthumb.php?src=wp-content/uploads/2013/05/ContangoCrimson.png&h=&q=90&w=496&h=278&zc=1")
![](http://www.rationalwalk.com/wp-content/themes/Advanced-Newspaper142/timthumb.php?src=wp-content/uploads/2013/02/Bullish.jpg&h=&q=90&w=496&h=278&zc=1")
![](http://www.rationalwalk.com/wp-content/themes/Advanced-Newspaper142/timthumb.php?src=wp-content/uploads/2012/09/Vermillionlarge2.jpg&h=&q=90&w=496&h=278&zc=1")
![](http://www.rationalwalk.com/wp-content/themes/Advanced-Newspaper142/timthumb.php?src=wp-content/uploads/2012/07/JoyLargeImage.png&h=&q=90&w=496&h=278&zc=1")
![](http://www.rationalwalk.com/wp-content/themes/Advanced-Newspaper142/timthumb.php?src=wp-content/uploads/2012/06/BRKMill.jpg&h=&q=90&w=496&h=278&zc=1")
![](http://www.rationalwalk.com/wp-content/themes/Advanced-Newspaper142/timthumb.php?src=wp-content/uploads/2012/03/LoewsLarge.png&h=&q=90&w=75&h=50&zc=1")
![](http://www.rationalwalk.com/wp-content/themes/Advanced-Newspaper142/timthumb.php?src=wp-content/uploads/2013/05/ContangoCrimson.png&h=&q=90&w=75&h=50&zc=1")
![](http://www.rationalwalk.com/wp-content/themes/Advanced-Newspaper142/timthumb.php?src=wp-content/uploads/2013/02/Bullish.jpg&h=&q=90&w=75&h=50&zc=1")
![](http://www.rationalwalk.com/wp-content/themes/Advanced-Newspaper142/timthumb.php?src=wp-content/uploads/2012/09/Vermillionlarge2.jpg&h=&q=90&w=75&h=50&zc=1")
![](http://www.rationalwalk.com/wp-content/themes/Advanced-Newspaper142/timthumb.php?src=wp-content/uploads/2012/07/JoyLargeImage.png&h=&q=90&w=75&h=50&zc=1")
![](http://www.rationalwalk.com/wp-content/themes/Advanced-Newspaper142/timthumb.php?src=wp-content/uploads/2012/06/BRKMill.jpg&h=&q=90&w=75&h=50&zc=1")
![](http://www.rationalwalk.com/wp-content/themes/Advanced-Newspaper142/timthumb.php?src=wp-content/uploads/2012/10/JapanInvestingSummit2012-2.png&h=&q=90&w=110&h=90&zc=1")
Japan Investing Summit 2012 »
Read this article for more information on the upcoming Japan Investment Summit and an opportunity to register at a fifty percent discount to the regular price.…
Oct 24 2012 / Comments Off / Read More »![](http://www.rationalwalk.com/wp-content/themes/Advanced-Newspaper142/timthumb.php?src=wp-content/uploads/2012/09/CharlesDeVaulx3.jpg&h=&q=90&w=110&h=90&zc=1")
Interview Excerpt: Charles de Vaulx Shares Insights on ‘Eclectic’ Portfolio »
Charles de Vaulx is a partner, portfolio manager, and chief investment officer at International Value Advisers. We are pleased to publish selected excerpts from a recent interview in which…
Sep 27 2012 / Comments Off / Read More »![](http://www.rationalwalk.com/wp-content/themes/Advanced-Newspaper142/timthumb.php?src=wp-content/uploads/2012/09/TheValueInvestors.jpg&h=&q=90&w=110&h=90&zc=1")
Book Review: The Value Investors by Ronald Chan »
Ronald W. Chan’s latest book, The Value Investors: Lessons from the World’s Top Fund Managers, is an excellent compilation of interviews with twelve highly successful value investors from very…
Sep 26 2012 / 1 Comment / Read More »![](http://www.rationalwalk.com/wp-content/themes/Advanced-Newspaper142/timthumb.php?src=wp-content/uploads/2012/09/HowardMarksInterview.png&h=&q=90&w=110&h=90&zc=1")
Howard Marks Interview Transcript »
The Manual of Ideas recently interviewed Howard Marks and has provided a 27-page transcript of the discussion. Read this article for excerpts from the interview.…
Sep 17 2012 / Comments Off / Read More »![](http://www.rationalwalk.com/wp-content/themes/Advanced-Newspaper142/timthumb.php?src=wp-content/uploads/2012/09/Vermillion170.jpg&h=&q=90&w=110&h=90&zc=1")
Pitfalls in Oil & Gas Accounting »
One of the most important task investors face involves identifying distortions in a company's financial statements which may obscure actual economic performance or distort comparisons with other firms in the…
Sep 11 2012 / Comments Off / Read More »![](http://www.rationalwalk.com/wp-content/themes/Advanced-Newspaper142/timthumb.php?src=wp-content/uploads/2012/09/EuroInvSummit3.png&h=&q=90&w=110&h=90&zc=1")
European Investing Summit 2012 »
Read this article for more information on the upcoming European Investing Summit and an opportunity to register at a fifty percent discount to the regular price.…
Sep 11 2012 / Comments Off / Read More »Loews Corporation: Still Cheap on Sum-of-the-Parts Valuation Basis »
![](http://www.rationalwalk.com/wp-content/themes/Advanced-Newspaper142/timthumb.php?src=wp-content/uploads/2012/03/LoewsLarge.png&h=&q=90&w=80&h=60&zc=1")
Loews Corporation is a diversified holding company with the majority of its intrinsic value attributable to majority stakes in three…
May 15 2013 / 2 Comments / Read More »The Facts Change at Contango Oil & Gas »
![](http://www.rationalwalk.com/wp-content/themes/Advanced-Newspaper142/timthumb.php?src=wp-content/uploads/2013/05/ContangoCrimson.png&h=&q=90&w=80&h=60&zc=1")
Over the past several months, Contango Oil & Gas Company shareholders have received a steady stream of bad news. …
May 8 2013 / 1 Comment / Read More »Berkshire Hathaway Approaches Record High »
![](http://www.rationalwalk.com/wp-content/themes/Advanced-Newspaper142/timthumb.php?src=wp-content/uploads/2013/02/Bullish.jpg&h=&q=90&w=80&h=60&zc=1")
Berkshire Hathaway's share price is approaching $150,000 for the first time in over five years. Does this round number…
Feb 1 2013 / Comments Off / Read More »Contango Oil & Gas Company: Recent Developments »
![](http://www.rationalwalk.com/wp-content/themes/Advanced-Newspaper142/timthumb.php?src=wp-content/uploads/2012/10/Contango_1.jpg&h=&q=90&w=80&h=60&zc=1")
This article presents an update to our in-depth profile of Contango published in September. The company's stock price has…
Oct 24 2012 / 2 Comments / Read More »Contango Oil & Gas: Compelling Opportunity for Natural Gas Bulls »
![](http://www.rationalwalk.com/wp-content/themes/Advanced-Newspaper142/timthumb.php?src=wp-content/uploads/2012/09/Vermillionlarge2.jpg&h=&q=90&w=80&h=60&zc=1")
In this article, we discuss the investment merits of Contango Oil & Gas, a unique exploration and production company with…
Sep 22 2012 / 9 Comments / Read More »Joy Global: A Misunderstood Cyclical? »
![](http://www.rationalwalk.com/wp-content/themes/Advanced-Newspaper142/timthumb.php?src=wp-content/uploads/2012/07/JoyLargeImage.png&h=&q=90&w=80&h=60&zc=1")
Joy Global is a leading manufacturer of underground and surface mining equipment used in the extraction of coal and other…
Jul 24 2012 / Comments Off / Read More »Free Report: In Search of the “Buffett Premium” »
![](http://www.rationalwalk.com/wp-content/themes/Advanced-Newspaper142/timthumb.php?src=wp-content/uploads/2012/06/BRKMill.jpg&h=&q=90&w=80&h=60&zc=1")
Berkshire Hathaway: In Search of the "Buffett Premium" was published on March 1, 2011 shortly after the release of…
Jun 23 2012 / Comments Off / Read More »
![](http://www.rationalwalk.com/wp-content/themes/Advanced-Newspaper142/timthumb.php?src=wp-content/uploads/2012/09/TheValueInvestors.jpg&h=&q=90&w=150&h=115&zc=1")
![](http://www.rationalwalk.com/wp-content/themes/Advanced-Newspaper142/timthumb.php?src=wp-content/uploads/2010/11/InvestorsTitleLogo_small.png&h=&q=90&w=150&h=115&zc=1")
![](http://www.rationalwalk.com/wp-content/themes/Advanced-Newspaper142/timthumb.php?src=wp-content/uploads/2013/05/ContangoCrimson.png&h=&q=90&w=150&h=115&zc=1")
![](http://www.rationalwalk.com/wp-content/themes/Advanced-Newspaper142/timthumb.php?src=wp-content/uploads/2011/03/HighGasPrices.jpg&h=&q=90&w=150&h=115&zc=1")