Berkshire Hathaway
Follows Berkshire Hathaway’s leadership, shareholder communications and business culture through an investor’s interest in long term stewardship.
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Perimeter Reading / Investing
The Rational Walk
The Rational Walk
Reflective essays on investing, Berkshire Hathaway, books and decision making, with a long public archive and new writing distributed through a free email subscription.
Subscriptions are managed by the publisher. Saving to your Desk keeps this profile in your research library.
The publication
What to expect.
The Rational Walk connects investing with broader questions about judgment, character and a well considered life. Its archive includes substantial Berkshire Hathaway coverage alongside essays about business, books, history and philosophy. The publisher discontinued paid subscriptions in 2024 and continues sending new work free through Substack while publishing on its own site. Current writing is less frequent than parts of the historical archive. It is best approached as a collection of considered essays to revisit, rather than a source of daily market updates.
Who it’s for
Readers who enjoy Berkshire Hathaway, investment philosophy and reflective book essays, and prefer a substantial argument they can revisit over a constant news stream.
Inside the reading
Its areas of focus.
Books and ideas
Draws on reading in history, philosophy and biography to explore judgment, personal development and the purpose of work.
Investor reflection
Considers how writing, incentives and public commitments can influence investment decisions and a person’s ability to think independently.
The Desk’s reading note
Make the read useful.
Use the dated archive to find an essay on your question, and read its historical context before applying the lesson.
Keep a question, an idea to investigate, or a source to return to in your saved notes.
From the original source
Recent public headlines.
Gathering the latest public headlines…
Public headlines link to their publishers. Full articles and paid editions stay at the source. Feeds refresh when visited, at most every 10 minutes.
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