Rational Reflections

The Rational Walk LLC
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Created 09 Oct 2020
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  • The Giles Resolutions
    04 Jul 2022 10 2
    “Public affairs go on pretty much as usual, perpetual chicanery and rather more personal abuse than there used to be.” — John Adams to Thomas Jefferson, April 17, 1826 1 Happy Fourth of July! Although...
  • Weekly Digest - July 2, 2022
    02 Jul 2022 13 1
    Independence Day “We hold these truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain unalienable Rights, that among these are Life, Liberty an...
  • Investors Title Company
    30 Jun 2022 3 1
    Note to Readers: This profile of Investors Title Company is the second article in a two-part series. Readers who are unfamiliar with title insurance will find it useful to read the first article in th...
  • What I've Been Reading
    28 Jun 2022 7 1
    “Above all, do not lie to yourself. A man who lies to himself and listens to his own lie comes to a point where he does not discern any truth either in himself or anywhere around him, and thus falls i...
  • Title Insurance
    27 Jun 2022 6 3
    Note to Readers: This article provides an overview of the title insurance industry. It is the first article in a two-part series. The second article covers one of the companies in the title insurance ...
  • Weekly Digest - June 26, 2022
    26 Jun 2022 9 7
    Buffett’s Estate Planning Last week, the Wall Street Journal published Warren Buffett’s Estate Planning Sends Charities Scrambling, a long article about how Warren Buffett’s shares of Berkshire Hathaw...
  • Supreme Court Rules Against DaVita
    21 Jun 2022 0 1
    This brief note is a follow-up to DaVita: An Essential Provider of Dialysis Services, a business profile published on May 20 for premium subscribers of Rational Reflections. DaVita shares have decline...
  • Weekly Digest - June 21, 2022
    21 Jun 2022 10 3
    “If you don’t have leverage, you don’t get in trouble. That’s the only way a smart person can go broke, basically. And I’ve always said, if you’re smart, you don’t need it; and if you’re dumb, you sho...
  • Soul in the Game: The Art of a Meaningful Life
    20 Jun 2022 17 2
    “If a book can be summarized, it's not a book but a magazine article; don't read it and don't read its summary.” — Nassim Nicholas Taleb Great writers are able to distill their thoughts down to the po...
  • Throwing Sand in the Gears
    16 Jun 2022 12 10
    Declining prices can be very frightening, especially for investors who have not experienced a bear market. This was certainly the case during the dot-com crash, the financial crisis, and the early day...
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