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
Stoic Training for Private Investors
The Journal | March 2018
Philosophy seems to be trending these days. In 2013, Burgundy sought investing inspiration from ancient Greece, publishing a View on Stoicism and the Art of Portfolio Intervention. Several tech entrep...
PDF: The View from Burgundy Compilation: 1990-2016
The View | May 2017
When we started Burgundy, we had two main goals: to focus on earning long-term absolute returns for our clients (without taking excessive...
The Capacity to Endure Pain
The Journal | May 2017
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...
PDF: Winning by Not Losing
The View | October 2016
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...
Are You Faking It?
The Journal | April 2016
Have you ever found yourself in a conversation about finance and, in a moment of incomprehension, rather than ask a question you simply nodded along? Perhaps it was a conversation...
Parents, Beware
The Journal | April 2016
“Parents, Beware: Your Children Will Invest Like You Do.” This headline caught my attention in The Wall Street Journal last week. In all my studies, I have never come across...
PDF: Ain't Misbehavin'
The View | October 2015
Value investing is simple: buy stocks when they are trading for less than their intrinsic value. But simple doesn’t mean easy. There are many roadblocks standing in the way...
How to Avoid Common Investment Mistakes
The Journal | October 2015
As investors, each day we face triggers. Whether they manifest in our conversations with friends and colleagues, or in the barrage of daily media messaging, we are constantly surrounded by...