Ashby Daniels

This Rational Investor Newsletter is designed to supplement the Rational Investor Podcast. Every Saturday, I share the best of what I read that week. These notes may (or may not) make it onto the podcast. It's another way to continue learning from the world's greatest investors.
February 15, 2025

Rational Investor Newsletter #004

Happy Saturday friends, Last week, I mentioned that I've been re-reading The Most Important Thing Illuminated by Howard Marks, which has been the subject of my last two podcast episodes. I may do one more from the book (we'll see), but if you haven't already subscribed, I'd love for you to join me by clicking here to find your podcast ...
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February 7, 2025

Rational Investor #003

Happy Friday friends, I'm coming to you a day early this week because I'm headed out of town for the weekend, and didn't want to lug my computer along. :) This week, I've decided to re-read The Most Important Thing Illuminated by Howard Marks, as I plan to share quite a few excerpts from that book on the podcast in the coming weeks. If...
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January 31, 2025

Rational Investor #002

Happy Saturday friends, This week, I read the book Buffett: The Making of an American Capitalist by Roger Lowenstein. If you're interested in Buffett's life story, this is an immensely readable version (and much shorter than The Snowball) that I really enjoyed. The quote I've chosen for today's newsletter is about Buffett's thoughts on...
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January 24, 2025

Rational Investor Newsletter #001

Happy Saturday friends, This week, I read the book Dear Shareholder: The Best Executive Letters from Warren Buffett, Prem Watsa & Other Great CEOs by Lawrence Cunningham (of The Essays of Warren Buffett fame). It was a highly enjoyable read, even if it lacked a ton of great direct investing insight. However, if you run a company, you w...
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