Tag: View from Burgundy
Jeff Musial

FeaturedStrength in Adversity

    On a recent trip to Japan, Burgundy’s Asian equity team travelled to what is possibly the country’s sleepiest prefecture in order to meet a manufacturer of niche construction equipment. The trip was four hours from Osaka by bus, … Read More →

Nick Whiteman

Let’s Take a Trip to Graham-and-Doddsville

  “The Superinvestors of Graham-and-Doddsville” is a legendary address delivered by Warren Buffett to the Columbia Business School in 1984 to mark the 50th anniversary of Benjamin Graham and David Dodd’s seminal investment book Security Analysis. Though the address is … Read More →

Hayley Carr

The Capacity to Endure Pain

  If you have seen The Big Short, the 2015 film adaptation of Michael Lewis’ book of the same name, you will remember the scene in which Michael Burry (played by Christian Bale) takes out his frustrations on his drum … Read More →

Hayley Carr

The Science and the Art

      “There’s so much you can tell in a 10-minute tour of a plant. I can tell you right away whether we’re making money, if we have quality or delivery issues (so customer issues) and if there’s a … Read More →