Book Reviews

Newsletter Review: Ultimate Value Finder »

We recently had the opportunity to review a new subscription based newsletter published by Mariusz Skonieczny, founder and president of Classic Value Investors. Mr. Skonieczny is the author of…

Jan 7 2012 / Comments Off / Read More »

Book Review: ‘What I Learned Before I Sold to Warren Buffett’ »

With the large number of books related to Warren Buffett and Berkshire Hathaway, nearly everyone needs to be selective when it comes to choosing which books are worthy of attention.…

Jan 19 2011 / Comments Off / Read More »

In-N-Out Burger: Building a Succession-Proof Business »

In-N-Out Burger requires no introduction for residents of California, Nevada, Arizona, and Utah as well as dedicated fans in other states who often make a special point to visit one…

Jan 8 2011 / Comments Off / Read More »

Eleven Book Recommendations »

The holiday season is a good time to revisit books that have been read during the past year and plan reading lists for the new year. The eleven selections…

Dec 5 2010 / 1 Comment / Read More »

Guest Article: Meir Statman on Value Investing in Inefficient Markets »

We are pleased to publish a guest article by Meir Statman, the author of What Investors Really Want. Professor Statman is a pioneer in the field of behavioral finance…

Nov 30 2010 / 2 Comments / Read More »

Ridley Melds Science and Economics in ‘The Rational Optimist’ »

Skeptics sometimes equate optimism with naivete, and this is often the case for sunny optimists who are gullible enough to believe in any business plan or far fetched concept. …

Jul 14 2010 / 3 Comments / Read More »
Featured Equity Research

Daily Journal Corporation: Declining Publisher or Rising Hedge Fund? »

Daily Journal Corporation publishes several newspapers in California and Arizona with a specific focus on topics of interest to the…

Dec 15 2011 / 1 Comment / Read More »

Platinum Underwriters: Mining for Value in Reinsurance »

The Rational Walk is pleased to announce the availability of an in-depth research report on Platinum Underwriters Holdings Ltd. …

Oct 21 2011 / Comments Off / Read More »

Looking For Hidden Real Estate Value at Investors Title Company »

In this article, we will take a look at whether an examination of Investors Title's real estate holdings that goes…

Mar 15 2011 / 1 Comment / Read More »

Buffett Bags a Zebra: An Initial Look at Lubrizol Corporation »

Berkshire Hathaway and The Lubrizol Corporation have announced a definitive agreement for Berkshire to acquire 100 percent of outstanding…

Mar 14 2011 / Comments Off / Read More »

What Does Buffett’s Valuation of GEICO Imply for Progressive? »

In this article, we will take a look at comments made in Warren Buffett's 2010 annual letter regarding GEICO's valuation…

Mar 6 2011 / 3 Comments / Read More »

Berkshire Hathaway: In Search of the “Buffett Premium” — Now Available! »

The Rational Walk is pleased to announce the availability of Berkshire Hathaway: In Search of the "Buffett Premium". …

Mar 1 2011 / Comments Off / Read More »

Examining Berkshire’s Retroactive Reinsurance Transaction with CNA Financial »

One of the more important aspects of security analysis involves looking beyond the financial statements of the target company and…

Feb 24 2011 / Comments Off / Read More »
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Investing

Complimentary Berkshire Hathaway Analysis Available Now!

The Rational Walk is pleased to make our report on Berkshire Hathaway published in February 2010 available to readers free of charge! The analysis was published shortly after the release of Berkshire Hathaway’s 2009 annual report.…

Jun 17 2011 / Read More »
Insurance Industry

Swiss Re Estimates $1.2 Billion Pre-Tax Loss From Japan Disasters

Swiss Re has projected claims costs of $1.2 billion net of retrocession and before taxes due to the disasters in Japan. The company emphasizes that a great deal of uncertainty remains due to the difficult…

Mar 21 2011 / Read More »
Oil and Natural Gas

Revisiting Noble Corporation Investment Thesis and Importance of Sell Discipline

Over the past eight months, a number of articles have appeared on The Rational Walk related to the Deepwater Horizon disaster and related investment opportunities. Value investors know that times of stress and uncertainty create…

Feb 1 2011 / Read More »
Unpopular Companies

Microsoft’s Depressed Stock Price Attracts Flock of Value Investors

At the turn of the century, few observers could have possibly foreseen that Microsoft would become a favorite bargain purchase for value investors in 2010. The dot com boom was in the process of peaking…

Aug 31 2010 / Read More »

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