All Articles by Ravi Nagarajan

Author Profile:

Ravi Nagarajan is a private investor and writer focusing on the application of value investing techniques to find securities trading well below the intrinsic business value. Ravi has over 14 years of experience in the financial markets and started investing on a full time basis in 2009. Over the past 13 years, Ravi held a number of executive level positions in the commercial software industry. Ravi graduated Summa Cum Laude from Santa Clara University with a degree in finance. Visit his website www.rationalwalk.com.

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- Currently 5.00/5
Rating: 5.0/5 (5 votes)
Berkshire Adds Exxon and Nestle; Increased Positions in Wal-Mart and Wells Fargo; Reduces Conoco and Moody’s in Q3

Nov. 16, 2009, by Ravi Nagarajan Stocks: BRK-A, XOM, NSRGY.PK, WMT, WFC, COP, MCO, Gurus: Warren Buffett,
- Currently 4.40/5
Rating: 4.4/5 (10 votes)
Kraft’s Hostile Bid for Cadbury Highlights Power of Economic Moats

Nov. 14, 2009, by Ravi nagarajan Stocks: KFT, CBY,
- Currently 3.67/5
Rating: 3.7/5 (3 votes)
Analyzing Wesco Financial Corporation Q3 2009 Results

Nov. 07, 2009, by Ravi Nagarajan Stocks: WSC, BRK-A, BRK-B, Gurus: Charlie Munger,
- Currently 4.75/5
Rating: 4.8/5 (12 votes)
Berkshire Hathaway Posts Q3 Results; Book Value At Record High

Nov. 06, 2009, by Ravi Nagarajan Stocks: BRK-A, BRK-B, Gurus: Warren Buffett,
- Currently 4.73/5
Rating: 4.7/5 (11 votes)
Berkshire Hathaway to Acquire Burlington Northern: A Closer Look

Nov. 03, 2009, by Ravi Nagarajan Stocks: BRK-A, BRK-B, BNI, Gurus: Warren Buffett,
- Currently 4.33/5
Rating: 4.3/5 (3 votes)
Excessive Cash Hoarding Can Destroy Shareholder Value

Nov. 03, 2009, by Ravi Nagarajan
- Currently 5.00/5
Rating: 5.0/5 (2 votes)
Natural Gas Shale Extraction – Potentially More Costly Than Expected

Nov. 02, 2009, by Ravi Nagarajan
- Currently 5.00/5
Rating: 5.0/5 (5 votes)
Using Series I Bonds as a One Year T-Bill Alternative

Nov. 02, 2009, by Ravi Nagarajan
- Currently 5.00/5
Rating: 5.0/5 (1 vote)
Expand a Competitive Moat in Retail by Closing on Sundays?

Nov. 01, 2009, by Ravi Nagarajan
- Currently 5.00/5
Rating: 5.0/5 (5 votes)
How To Fail in Retail: Six Easy Steps!

Nov. 01, 2009, by Ravi Nagarajan Gurus: Charlie Munger,
- Currently 4.56/5
Rating: 4.6/5 (9 votes)
Book Review: The R.C. Willey Story

Oct. 28, 2009, by Ravi Nagarajan Stocks: BRK-A, BRK-B, Gurus: Warren Buffett,
- Currently 3.87/5
Rating: 3.9/5 (15 votes)
David Sokol: Looking More Like Warren Buffett’s Successor at Berkshire Hathaway

Oct. 26, 2009, by Ravi Nagarajan
- Currently 5.00/5
Rating: 5.0/5 (1 vote)
Newspapers: Era of Unprecedented Plenty?

Oct. 26, 2009, by Ravi Nagarajan Stocks: MNI,
- Currently 4.38/5
Rating: 4.4/5 (8 votes)
The Value Investor’s Technology Dilemma

Oct. 23, 2009, by Ravi Nagarajan Stocks: EBAY, Gurus: Ben Graham,
- Currently 4.25/5
Rating: 4.3/5 (8 votes)
Natural Gas Fueled Flight Demonstrates Substitution Effect

Oct. 18, 2009, by Ravi Nagarajan
- Currently 4.20/5
Rating: 4.2/5 (5 votes)
Using Mortgage Debt to Hedge Against Inflation

Oct. 18, 2009, by Ravi Nagarajan
- Currently 4.50/5
Rating: 4.5/5 (10 votes)
Dow 10,000 and the Lost Decade

Oct. 12, 2009, by Ravi Nagarajan
- Currently 4.43/5
Rating: 4.4/5 (7 votes)
Berkshire Hathaway Succession Concerns are Unfounded

Oct. 10, 2009, by Ravi Nagarajan Stocks: BRK-A, BRK-B, Gurus: Warren Buffett,
- Currently 4.63/5
Rating: 4.6/5 (8 votes)
Financial Wealth Illusion and Bubbles

Oct. 09, 2009, by Ravi Nagarajan
- Currently 4.80/5
Rating: 4.8/5 (5 votes)
Smart Grid Technology: $20 Billion Market in Five Years

Oct. 07, 2009, by Ravi Nagarajan
- Currently 4.83/5
Rating: 4.8/5 (23 votes)
How Did Berkshire Hathaway’s Book Value Fare in Q3?

Oct. 01, 2009, by Ravi Nagarajan Stocks: BRK-A, BRK-B, Gurus: Warren Buffett,
- Currently 4.52/5
Rating: 4.5/5 (27 votes)
Berkowitz Sticks to Time Tested Principles

Sep. 30, 2009, by Ravi Nagarajan Stocks: PFE, SHLD, BRK-B, BRK-A, LUK, JOE, Gurus: Bruce Berkowitz,
- Currently 3.83/5
Rating: 3.8/5 (6 votes)
How Badly Damaged Is Moody’s Economic Moat?

Sep. 24, 2009, by Ravi Nagarajan Stocks: MCO, Gurus: Warren Buffett,
- Currently 3.67/5
Rating: 3.7/5 (15 votes)
Whitney Tilson on Berkshire Hathaway’s Intrinsic Value

Sep. 22, 2009, by Ravi Nagarajan Stocks: BRK-A, BRK-B, Gurus: Warren Buffett,
- Currently 4.67/5
Rating: 4.7/5 (43 votes)
Warren Buffett’s “Desert Island” Economic Indicator

Sep. 19, 2009, by Ravi Nagarajan Stocks: BRK-A, BRK-B, Gurus: Warren Buffett,
- Currently 3.70/5
Rating: 3.7/5 (10 votes)
Buffett and Bogle Urge Reforms to Address “Short-Termism”

Sep. 11, 2009, by Ravi Nagarajan Stocks: BRK-A, BRK-B, Gurus: Warren Buffett,
- Currently 3.17/5
Rating: 3.2/5 (6 votes)
Will Consumer Brands Survive the “Great Recession”?

Aug. 27, 2009, by Ravi Nagarajan
- Currently 4.45/5
Rating: 4.5/5 (11 votes)
Warren Buffett on “Greenback Emissions”

Aug. 21, 2009, by Ravi Nagarajan Stocks: BRK-B, BRK-A, Gurus: Warren Buffett,
- Currently 3.15/5
Rating: 3.2/5 (13 votes)
Focus on Berkshire Hathaway Q2 2009 Results

Aug. 07, 2009, by Ravi Nagarajan Stocks: BRK-A, BRK-B, Gurus: Warren Buffett,
- Currently 3.40/5
Rating: 3.4/5 (5 votes)
Will the “Great Recession” Change Long Term Consumer Behavior? Economist Interviews Wal-Mart Subsidiary ASDA CEO Andy Bond

Aug. 05, 2009, by Ravi Nagarajan Stocks: WMT,
- Currently 3.45/5
Rating: 3.5/5 (11 votes)
Greenblatt’s Advice on Special Situations

Jul. 17, 2009, by Ravi Nagarajan Stocks: HSP, ABT, Gurus: Glenn Greenberg,
- Currently 2.86/5
Rating: 2.9/5 (14 votes)
How Useful is Berkshire Hathaway’s Book Value for Valuation Purposes?

Jul. 12, 2009, by Ravi Nagarajan Stocks: BRK-A, BRK-B, Gurus: Warren Buffett,
- Currently 2.25/5
Rating: 2.3/5 (12 votes)
The Pickens Plan Revisited

Jul. 08, 2009, by Ravi Nagarajan Gurus: T Boone Pickens,
- Currently 2.72/5
Rating: 2.7/5 (18 votes)
Derivatives: Implications for Investors, Especially for Berkshire Hathaway Investors

Jun. 27, 2009, by Ravi Nagarajan Stocks: BRK-A, BRK-B, Gurus: Warren Buffett,
- Currently 2.75/5
Rating: 2.8/5 (8 votes)
Berkshire Hathaway Options Revisited

Jun. 21, 2009, by Ravi Nagarajan Stocks: BRK-A, BRK-B, Gurus: Warren Buffett,
- Currently 3.53/5
Rating: 3.5/5 (15 votes)
Comparing Berkshire Hathaway's GEICO With The Progressive Corporation (PGR)

Jun. 21, 2009, by Ravi Nagarajan Stocks: BRK-B, PGR, BRK-A, Gurus: Warren Buffett,
- Currently 4.50/5
Rating: 4.5/5 (6 votes)
Goldman Sachs Favors Discretionary Retailers in Wal-Mart Downgrade

Jun. 16, 2009, by Ravi Nagarajan Stocks: GS, WMT,
- Currently 4.69/5
Rating: 4.7/5 (13 votes)
James Grant Comments on Fed Policy and Interest Rate Outlook

Jun. 10, 2009, by Ravi Nagarajan Gurus: James Grant,
- Currently 4.00/5
Rating: 4.0/5 (8 votes)
Jack Bogle Interviewed at Morningstar Investment Conference

Jun. 05, 2009, by Ravi Nagarajan Gurus: John Bogle,
- Currently 2.41/5
Rating: 2.4/5 (22 votes)
Wal-Mart Stores Looks Attractive; Sears Holdings Shares Sold

Jun. 01, 2009, by Ravi Nagarajan Stocks: WMT, SHLD, Gurus: Edward Lampert, Bruce Berkowitz,

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