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Rational Thinking
Analysis And Portfolios For Rational Investing

Stock analysis

Stock analysis

WR Berkley Strategy Analysis – The Rare Combination Of Both Able Operators And Allocators in Insurance

February 7, 2024March 29, 2024
Stock analysis

Is Altria A Good Investment At A P/E Of Ten? (Investment Strategy Analysis)

February 7, 2024February 10, 2024
Stock analysis

Costco Analysis – Explore The Moat Is The Unique Corporate Culture

February 7, 2024March 29, 2024
Why It Makes More Sense For Exxon To Buy Back Shares Instead Of Paying A Dividend
Stock analysis

Why It Makes More Sense For Exxon To Buy Back Shares Instead Of Paying A Dividend

February 4, 2024February 10, 2024
Stock analysis

Investors Title: In-Depth Strategy Analysis of a Niche in the Insurance Market

February 4, 2024February 10, 2024
Johnson & Johnson: Boring, Slow Growing And Stable (Recession Proof)
Stock analysis

Johnson & Johnson: Boring, Slow Growing And Stable (Recession Proof)

February 4, 2024February 10, 2024
Stock analysis

Comcast Analysis: A Recession “Proof” Compounder – Long-Term Perspective Explained

February 4, 2024February 10, 2024
Abbott Laboratories: Tailwind From Healthcare Spending And Emerging Markets
Stock analysis

Abbott Laboratories: Tailwind From Healthcare Spending And Emerging Markets

February 4, 2024February 10, 2024
Stock analysis

Diageo Analysis: the Premium of a Sin and Dividend Stock Explained

February 4, 2024February 10, 2024
Unilever: A “Safe” (?) Dividend Stock (analysis)
Stock analysis

Unilever: A “Safe” (?) Dividend Stock (analysis)

February 4, 2024February 10, 2024
Stock analysis

Alleghany Corporation Analysis: A Boring “Mini/Baby-Berkshire” Exploration (A Closer Look)

February 4, 2024February 10, 2024
Diageo: A Premium Sin And Dividend Stock (Analysis And Summary)
Stock analysis

Diageo: A Premium Sin And Dividend Stock (Analysis And Summary)

February 4, 2024February 10, 2024
Stock analysis

11 Reasons To Own Philip Morris International (A Detailed Explanation)

February 4, 2024February 10, 2024
Alleghany Corporation: A Boring “Mini/Baby-Berkshire” (Analysis)
Stock analysis

Alleghany Corporation: A Boring “Mini/Baby-Berkshire” (Analysis)

February 4, 2024February 10, 2024
Thoughts/Analysis On Markel (The “Mini/Baby” – Berkshire)
Stock analysis

Thoughts/Analysis On Markel (The “Mini/Baby” – Berkshire)

February 4, 2024February 10, 2024
11 Reasons To Own Philip Morris International
Stock analysis

11 Reasons To Own Philip Morris International

February 4, 2024February 10, 2024
Investors Title: An Analysis of a Niche Insurance Market
Stock analysis

Investors Title: An Analysis of a Niche Insurance Market

February 4, 2024February 10, 2024
Stock analysis

Constellation Software Shareholder Letters: Mark Leonard’s Key Takeaways Explained

February 4, 2024February 10, 2024
Stock analysis

Credit Acceptance Corp Analysis – Excellent Operators and Allocators for a Great Compounder Explained

February 4, 2024February 10, 2024
Stock analysis

Why It Makes More Sense For Exxon To Buy Back Shares Instead Of Paying A Dividend in 2024 Explained

February 4, 2024February 10, 2024
Stock analysis

Johnson & Johnson Analysis 2024: Growing Slow And Stable (Recession Proof)

February 4, 2024February 10, 2024
Comcast: A Recession “Proof” Compounder
Stock analysis

Comcast: A Recession “Proof” Compounder

February 4, 2024February 10, 2024
Abbott Laboratories Analysis: Tailwind From Healthcare Spending And Emerging Markets Giant
Stock analysis

Abbott Laboratories Analysis: Tailwind From Healthcare Spending And Emerging Markets Giant

February 4, 2024February 10, 2024
Constellation Software – Takeaways From Mark Leonard’s Shareholder Letters
Stock analysis

Constellation Software – Takeaways From Mark Leonard’s Shareholder Letters

February 4, 2024February 10, 2024
Stock analysis

Unilever Analysis: A Safe Heaven Dividend Stock with Growth Potential

February 4, 2024February 10, 2024

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