Tag: market bubbles
Mark Gallien

FeaturedVolatility can be the Friend of the Patient Long-term Investor

  Last year, conversations around volatility permeated the client meetings at Burgundy. During portfolio reviews, discussions often turned to how regularly the equity market indices had been reaching new highs and the very low level of volatility they had exhibited. … Read More →

Mathew Harrison

The Commodity Cycle and Expensive Christmas Trees

  The holiday season is one of my favourite times of the year. Taking a break from the hectic pace of day-to-day life is something to be treasured, especially with family and friends. Unfortunately, the holiday season can also take … Read More →

Hayley Carr

Calculating Margins of Safety

During the annual Burgundy Information Session via conference call this Fall, Richard Rooney, President and CIO, was asked to explain the concept of margin of safety. Here is his response.   With every company we look at, we calculate what … Read More →

Ayrton Dick

Fear of Missing Out

With the recent proliferation of social media, a previously little-known psychological condition has become commonplace: Fear Of Missing Out, often abbreviated as FOMO. The Fear Of Missing Out is fairly self-explanatory: anxiety manifests from the possibility of a significant event … Read More →