The Rational Walk

This account only posts links to articles.
Replies and DMs are not monitored.

[The Rational Walk @rationalwalk]

John Adams 🇺🇸
October 30, 1735 - July 4, 1826

Signer of the Declaration of Independence
Framer of the Constitution of Massachusetts
Second President of the United States

[The Rational Walk @rationalwalk]

Thomas Jefferson 🇺🇸
April 13, 1743 - July 4, 1826

Author of the Declaration of American Independence,
Of the Statute of Virginia for religious freedom
and Father of the University of Virginia

[The Rational Walk @rationalwalk]

New Article: Greg Abel’s 2026 Letter to Shareholders

“We concentrate on quality, not frequency. If a significant issue arises, you will hear from me, but it will not be through quarterly commentary, given our long-term horizon.” -- Greg Abel

https://t.co/3HsEwz2BUV

[The Rational Walk @rationalwalk]

Greg Abel’s Unique Challenge

Greg Abel takes over as Chief Executive Officer of Berkshire Hathaway on January 1, 2026, a job that will involve at least three major challenges.

https://t.co/hH20oaiHh7

[The Rational Walk @rationalwalk]

New Article: Warren Buffett’s Thanksgiving Letter

Warren Buffett's Thanksgiving Letter sheds more light on why he decided to retire as CEO of Berkshire Hathaway.

https://t.co/XXMIkgMIGG

[The Rational Walk @rationalwalk]

Warren Buffett is 95 years old today. Half of his tenure leading Berkshire Hathaway has been as a senior citizen long past normal “retirement age” — and he plans to stay active as Chairman!

Happy Birthday, Warren!

[The Rational Walk @rationalwalk]

New Article: Daily Journal Accused of Incorrect Accounting

The company has been accused of incorrectly accounting for software development costs by an activist investor seeking board seats and a consulting contract. $DJCO

https://t.co/YuEuYViI7m

[The Rational Walk @rationalwalk]

New Post: What I’ve Been Reading

This post is a list of books that I read in the second quarter of 2025, including The Snowball, The Haywire Heart, Plato's Republic, and the King James Bible

https://t.co/YS7pnQTgoy

[The Rational Walk @rationalwalk]

New Article: Greg Abel Steps into the Spotlight

Greg Abel will step into the spotlight at the 2026 Berkshire Hathaway annual meeting with Warren Buffett sitting in the audience.

https://t.co/l4DVwTq4Bg

[The Rational Walk @rationalwalk]

New Article: Warren Buffett’s Final Brushstrokes

Warren Buffett is retiring as CEO of Berkshire Hathaway but he may still make a few final brushstrokes on his canvas as Chairman.

https://t.co/grKwh3rIFe

[The Rational Walk @rationalwalk]

New Article: Berkshire Hathaway’s Diamond Anniversary

Warren Buffett took control of Berkshire Hathaway sixty years ago. It is possible that major announcements will be made at the annual meeting.

https://t.co/QgzAqMUNGB

[The Rational Walk @rationalwalk]

New Article: Writing in Private

Writing is an important tool for personal development even if you never intend to share your work with others.

https://t.co/u3GQknrtOh

[The Rational Walk @rationalwalk]

New article: Warren Buffett’s Thoughts on Trade in 2003

In 2003, Warren Buffett wrote an article with a proposal to address the trade deficit. It deserves more attention in the current tariff debate.

https://t.co/POVWiGOoUn

[The Rational Walk @rationalwalk]

New Article: What I’ve Been Reading

This post is a list of books that I read in the first quarter of 2025, including The Lessons of History, American Journey, the works of Aristophanes, Plato, Xenophon, and more.

https://t.co/yPSpPEgNpN

[The Rational Walk @rationalwalk]

New Article: Berkshire Hathaway’s 2025 Proxy Statement

Berkshire has introduced a retirement age of eighty for most directors, a surprising development given Warren Buffett's prior statements.

https://t.co/Jt0yBVjsfJ

[The Rational Walk @rationalwalk]

New Article: Buffett & Munger Unscripted

A new book by Alex Morris distills key insights and wisdom from three decades of Berkshire Hathaway annual meetings.

https://t.co/yAr9eAL7za

[The Rational Walk @rationalwalk]

New Article: Warren Buffett on Berkshire’s Valuation

Warren Buffett has typically avoided commenting on Berkshire's stock price, but he has provided some clues that are worth considering.

https://t.co/UfnxulXVoa

[The Rational Walk @rationalwalk]

New Article: Berkshire Hathaway’s 2024 Annual Report

My thoughts on Berkshire Hathaway's 2024 annual report and Warren Buffett's letter to shareholders.

https://t.co/3BLCBbspbI

[The Rational Walk @rationalwalk]

New Article: Berkshire Hathaway’s Culture in 2050

By mid-century, changes in Berkshire Hathaway's voting control could make a breakup of the conglomerate likely.

https://t.co/cHw46jpABs

[The Rational Walk @rationalwalk]

New Article: Staying the Course

It is much easier for "know nothing" investors to stick with dollar cost averaging into an index fund (and why I have been able to hold Berkshire for 25 years when I probably would have failed to hold an index fund).

https://t.co/L4A8htpcLF