The real estate brokerage industry will change due to a settlement in a key lawsuit. Berkshire Hathaway HomeServices was not a party to the agreement but its business model will still be affected.| newsletter.rationalwalk.com
Warren Buffett is concerned about the underperformance of Berkshire's railroad.| newsletter.rationalwalk.com
Both companies posted solid underwriting results last year but Progressive did so while growing rapidly while GEICO lost market share.| newsletter.rationalwalk.com
The manufacturing, service, and retailing group is a consistent source of earnings power in all economic environments, providing ballast in troubled times.| newsletter.rationalwalk.com
A 30,000 foot view of 2023 results| newsletter.rationalwalk.com
Charlie Munger — The Architect of Berkshire Hathaway| newsletter.rationalwalk.com
Investors have been debating the dividend question for decades. So far, shareholders have been well served by Warren Buffett's reluctance to send out dividend checks.| newsletter.rationalwalk.com
A look back at Warren Buffett's warning about elevated stock valuations in 1999 and the potential application of his ideas to valuations today.| newsletter.rationalwalk.com
Trust is earned over many years. Seamless trust requires decades.| newsletter.rationalwalk.com
Selected highlights from the 2023 EEI Financial Conference| newsletter.rationalwalk.com
Accounting changes introduced in 2018 cause wild swings in net income| newsletter.rationalwalk.com
A shareholder reflects on two decades of financial gains and timeless lessons.| newsletter.rationalwalk.com
The ability to accurately estimate loss reserves is a core competency for any well-run insurance company. Progressive provides a useful case study in loss reserving practices.| newsletter.rationalwalk.com
For the second year in a row, Warren Buffett has made gifts to four family foundations in excess of the annual commitments pledged in 2006| newsletter.rationalwalk.com
Berkshire Hathaway's auto insurer has returned to consistent profitability in 2023 but at the price of ceding market share that will be costly to regain in the future.| newsletter.rationalwalk.com
Warren Buffett's reputation as a straight shooter is called into question by the Haslam family in a dispute over the valuation of their remaining 20% interest.| newsletter.rationalwalk.com
