Tag: View from Burgundy
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 →

Nick Whiteman

Play Within Your Circle of Competence

  Earlier this year, the top athletes in the world put their physical skills on display at the Rio Olympics, and now it’s the intellectuals’ moment in the spotlight. The World Chess Championship Match 2016 pits reigning champion Magnus Carlsen … Read More →

Anne-Mette de Place Filippini

The View from Burgundy: Winning by Not Losing

  Before I became an investor, I was a tennis player. I played competitively as a junior and became pretty good at the game. It took me a long time to learn the lesson that, many more times than not, … Read More →

Richard Rooney

The Quality-value Tug of War

  By most accounts, the last few years have been a very tough time for deep-value investors. Persistent slow world economic growth and prevailing uncertainties about fundamental macroeconomic issues like the strength of the world financial system, the ability of … Read More →