Views & Insights
Periodically we publish content that puts our principles and views into practice, because education is an essential component of long-term investment success.
CATEGORY: Being a successful investor
PDF: Reflections from the Funhouse
The View | May 2007
Top corporate managers and elite investors both specialize in capital allocation. Whether in the corporate sector or in securities investments, the most successful capital allocators follow some surpr...
PDF: Avoid the Coming Oil Slick
The View | June 2006
The world is seeing an incredible commodities boom. You might be wondering if Burgundy is missing the gold rush. I am here to tell you that nothing could be further...
The Eighth Wonder
The View | February 2004
On a cold Montreal day in February 2000 at BCE Inc. headquarters, Jean Monty was making a tough decision. As head of the dominant local telephone company in eastern Canada, Mr....
PDF: Rooney's Believe It or Not
The View | June 2003
I’m sure when you opened your first-quarter report you had a moment when you thought (among other things), “I wish I hadn’t been in stocks last year.” And...
PDF: Indexers, Arbitrageurs and Organ Donors
The View | December 2000
The investment strategy that has been the biggest winner with clients in the last quarter century is neither a growth strategy nor a value strategy. It is index investing, known...
PDF: Performance Killers
The View | February 1997
The 1990s have been among the best years in history for investors in the capital markets. Yet we know many intelligent people with money to invest who have done much...