valuation

The Art of the Sell

When looking to invest in a company, Burgundy’s Investment Team performs rigorous analysis. Through extensive scrutiny of a company’s financials, study of the operations, research trips and meetings with company management, we determine whether or not the company fits our criteria for a quality investment. If it does, and at a market price that is… Continue reading “The Art of the Sell”

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 years, representatives from Burgundy have been attending the meeting as shareholders on behalf of our clients. An… Continue reading “Cherry Coke, Peanut Brittle & Witty One-liners”

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 national newspapers shows the energy sector is struggling: “Oil prices fall 2 per cent, supply overhang… Continue reading “Is This the End for Oil?”

Confessions of a Buffetteer

The VIEW from BURGUNDY Burgundy is a self-described quality-value investor, but what does that really mean? What other value styles exist, and where does Burgundy fall within this sphere? Derived from a speech delivered at the London Value Investor Conference in May, the latest issue of The View from Burgundy, “Confessions of a Buffetteer,” tackles… Continue reading “Confessions of a Buffetteer”