Dear Rational Walk Readers,

I am pleased to announce that The Rational Walk will be publishing selected articles on an exclusive basis with GuruFocus.com.  GuruFocus is a value investing oriented web site devoted to following the track records of investing “gurus” such as Warren Buffett, Edward Lampert, Michael Price, George Soros, and many others.

For several months, certain articles appearing on The Rational Walk have been syndicated on a non-exclusive basis to GuruFocus, meaning that the content has also appeared in full on this site.  The new exclusive articles will not appear in full on The Rational Walk but a brief excerpt will be posted here with a link to the article on the GuruFocus site.  I anticipate that exclusive GuruFocus articles will appear approximately once per week.  The vast majority of content will continue to be published here on The Rational Walk.

GuruFocus is a great resource for value investors, particularly those who generate ideas by following the market moves of well known investment gurus.  I have found GuruFocus particularly useful for monitoring guru portfolio changes over time.  They do a great job monitoring portfolio information and presenting it in a usable format for readers.

I expect the first exclusive GuruFocus article to appear shortly.  In the article, I will review the following book:  How to Build a Business Warren Buffett Would Buy:  The R.C. Willey Story. An excerpt with a link to GuruFocus will be provided on The Rational Walk.

As always, I appreciate any feedback you may have regarding The Rational Walk.