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Warren Buffett

The Outsiders

William Thorndike, Jr.’s book, The Outsiders: Eight Unconventional CEOs and their Radically Rational Blueprint for Success, has been making the rounds at Burgundy. It has received high praise in the industry, from hedge fund manager Bill Ackman, Peyto CEO Darren Gee, and (perhaps unsurprisingly) Warren Buffett himself. The subject matter is all there in the… Continue reading “The Outsiders”

Confessions of a Buffetteer

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 edition of The View from Burgundy, “Confessions of a Buffetteer,” tackles these questions. While all… Continue reading “Confessions of a Buffetteer”

Beyond the Returns: Selecting a Money Manager (Part III)

In Part I and Part II, I looked at some money manager characteristics beyond performance that should result in an overall positive client experience, and used Warren Buffett as the classic example. In Part III, I conclude my thought experiment with three final characteristics. Buffett is diversified, but not over-diversified. He has most of his… Continue reading “Beyond the Returns: Selecting a Money Manager (Part III)”

On Gold

Given the dramatic drop this week in the price of gold, we thought it timely to revisit Burgundy’s view on the topic. At Burgundy, we are often asked about gold and, more specifically, why we are reluctant to own any in our portfolios. It’s not that we haven’t considered whether gold would be an appropriate… Continue reading “On Gold”