Lubrizol – The Rational Walk

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Berkshire Hathaway (3)

Sokol’s Statements on CNBC Contradict Lubrizol’s Proxy Statement

In an article posted earlier today, we provided the video of David Sokol's CNBC appearance along with commentary regarding his statements. As part of that article, we raised the issue of Mr. Sokol's statements on CNBC contradicting the Lubrizol proxy ...

March 31, 2011

Sokol: My Mistake Was Suggesting Lubrizol to Buffett

David Sokol appeared on CNBC to discuss his resignation from Berkshire Hathaway which was announced by Warren Buffett in a very unusual press release on Wednesday afternoon. Read this article to view the video and for our comments ...

March 31, 2011

Buffett’s Still Looking for Elephants But Reluctant to Use Berkshire Shares

Warren Buffett is still interested in "shooting elephants" but is not interested in issuing Berkshire Hathaway shares to fund acquisitions. Read this article for a brief review of Mr. Buffett's recent comments and to view a CNBC interview ...

March 22, 2011

Free Articles!April 17, 2024
A list of fifteen recent articles including detailed coverage of Berkshire Hathaway's 2023 annual report and Warren Buffett's shareholder letter.
Paid SubscriptionsApril 15, 2024
The Rational Walk no longer offers paid subscriptions and all paywalls have been removed. This article explains the reasons behind the decision.
Progressive is Firing on All CylindersApril 13, 2024
Progressive resumed aggressive growth in the first quarter while reporting a strong combined ratio. The article briefly discusses GEICO's recent results.
The Digest #197April 10, 2024
Interest rates, Passive investing, Ben Graham as a young man, Daniel Kahneman, Ken Langone, Lawrence Cunningham, Reed Hastings, Steve Eisman
Berkshire Hathaway Annual Meeting QuestionsApril 8, 2024
This article proposes five questions for Berkshire Hathaway's 2024 annual meeting on May 4. Warren Buffett is likely to answer fifty or more questions.
The IliadApril 5, 2024
Homer's epic poem has much to teach us about human nature if we first take the time to gain an understanding of Greek mythology.
What I’ve Been ReadingApril 4, 2024
This post is a list of books that I read in the first quarter of 2024, including The Diary of Anne Frank, Endurance, Crime and Punishment, and the Iliad.
The Digest #196April 3, 2024
Daniel Kahneman (1934 — 2024), Biglari Holdings, Classical education, Sports gambling, Ackman on Disney's proxy war, Lessons from Paul Graham, Dunbar's number
Poor Charlie’s AlmanackMarch 29, 2024
Thoughts on the new edition with a focus on inconsistency avoidance, one of the psychological tendencies that can cause human misjudgment.
The Digest #195March 27, 2024
BHE Investor Conference, United States vs. Apple, Ajit Jain interview, Flaws in medical studies, Pursuing happiness, Mitsubishi Corporation, Robert Cialdini interview
Improving Disclosure for Public CompaniesMarch 25, 2024
The Securities and Exchange Commission could improve disclosure and transparency by implementing three simple proposals.
Berkshire Hathaway HomeServicesMarch 23, 2024
Berkshire Hathaway's HomeServices business is likely to be affected by the National Association of Realtors lawsuit settlement.
Inflation ExpectationsMarch 22, 2024
There's no reason for anyone to care what I think about inflation, but readers should pay close attention to Warren Buffett's statements and actions.
The Digest #194March 20, 2024
Poor Charlie's Almanack, Ben Graham, GAAP accounting, John Templeton, AI dystopia, Inflation, Bloomstran on Berkshire, Intuitive Surgical, The lessons of history
Berkshire Hathaway’s 2024 Proxy StatementMarch 18, 2024
Commentary on Berkshire Hathaway's latest proxy statement focusing on skin in the game, repurchase activity, and stock based compensation.