News and Commentary

Book Review: A Manual on Common Stock Investing »

John Rotonti presents beginning investors with an easily understandable guide to value investing in A Manual on Common Stock Investing. Read this review of the book for further details.…

Mar 28 2014 / Comments Off / Read More »

Book Review: Fizz — How Soda Shook Up the World »

In Fizz: How Soda Shook Up the World, Tristan Donovan provides a compelling account of the soda industry from its very early days to recent controversies regarding health concerns.…

Dec 26 2013 / Comments Off / Read More »

Book Review: Short Stories from the Stock Market »

Amit Kumar, founder of Artham Capital Partners, recently published Short Stories from the Stock Market, which serves as a guide for value investors who are interested in broadening their horizons…

Nov 1 2013 / Comments Off / Read More »

Book Review: The Manual of Ideas »

One of the indispensable sources of actionable investment ideas for value investors is The Manual of Ideas which has been published as a monthly periodical for several years. Recently,…

Sep 27 2013 / Comments Off / Read More »

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 »

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 »
Featured Investment Articles

Revisiting Berkshire Hathaway’s Valuation »

In this article, we reassess Berkshire Hathaway's valuation from a price-to-book value standpoint and analyze whether recent appreciation of the…

Sep 18 2014 / 5 Comments / Read More »

Coca Cola Misfires on Share Repurchase Rationale »

The Coca Cola Company is in the midst of a major controversy prompted by shareholder objections to the company's equity…

Mar 29 2014 / 4 Comments / Read More »

Munger’s Prescription for Corporate Governance »

David Larcker and Brian Tayan of the Stanford Graduate School of Business recently published a paper entitled Corporate Governance According…

Mar 21 2014 / Comments Off / Read More »

Daily Journal’s Portfolio Holdings Revealed »

Daily Journal Corporation has been building a securities portfolio over the past several years but the specific securities have been…

Feb 11 2014 / 1 Comment / Read More »

Platinum Underwriters 2013 Results »

This article provides a brief update to The Rational Walk's 2011 research report on Platinum Underwriters. More than two…

Feb 7 2014 / Comments Off / Read More »

Berkshire Hathaway Stock Repurchase Odds Increase »

The odds of a stock repurchase at Berkshire Hathaway may be increasing as Berkshire's stock price declines and a return…

Feb 4 2014 / 13 Comments / Read More »

An Examination of Berkshire Hathaway’s Retained Earnings Test »

Berkshire Hathaway appears almost certain to fail Warren Buffett's five year earnings retention test when the 2013 annual report is…

Jan 14 2014 / 3 Comments / Read More »
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Reviews

Book Review: A Manual on Common Stock Investing

John Rotonti presents beginning investors with an easily understandable guide to value investing in A Manual on Common Stock Investing. Read this review of the book for further details.…

Mar 28 2014 / Read More »
Insurance Industry

Platinum Underwriters 2013 Results

This article provides a brief update to The Rational Walk's 2011 research report on Platinum Underwriters. More than two years have passed since the report was published in October 2011 which is enough time to…

Feb 7 2014 / Read More »
Oil and Natural Gas

The Facts Change at Contango Oil & Gas

Over the past several months, Contango Oil & Gas Company shareholders have received a steady stream of bad news. Read this article for an update on our investment thesis.…

May 8 2013 / Read More »
Economics

Implications of Cheap Natural Gas on Public Policy and Investing

Investors like to examine pricing anomalies, particularly related to commodities that could be viewed as substitutes but trade at radically different prices. One barrel of crude oil has approximately six times the energy content …

Mar 5 2011 / Read More »

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