Tag: valuation
Caroline Stern

Cherry Coke, Peanut Brittle & Witty One-liners

  The Berkshire Hathaway Annual General Meeting (AGM) is the Super Bowl of annual general meetings. Shareholders make the pilgrimage to Omaha each spring to see Warren Buffett and Charlie Munger (Chairman/CEO and Vice Chairman, respectively) in action.   For … Read More →

Hayley Carr

Is This the End for Oil?

  Energy is top of mind for investors in the Canadian equity market. After all, energy makes up 19% of the S&P/TSX Composite Index, the second-largest sector after financials. And, a quick scan of the financial page headlines of our … Read More →

Ayrton Dick

Finding Solace in Discomfort

Value investing is not supposed to feel good. It’s supposed to be uncomfortable, even painful at times. In certain parts of the cycle we will feel validated, but it is only after we have endured long periods of discomfort. By … Read More →

Greg Dowdall

50 Years of Enduring Advice

When Tony Arrell first established Burgundy, he promised clients he would manage their money the same way he managed his own. The Burgundy investment philosophy has been and always will be to invest our clients’ capital in a select number … Read More →