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: Investing the Burgundy way
Calculating Margins of Safety
The Journal | December 2014
During the annual Burgundy Information Session via conference call this Fall, I was asked to explain the concept of margin of safety. Here is my response. With every company we...
Winning By Not Losing
The Journal | October 2014
At the Women of Burgundy Feature Event in Toronto this month, Anne Maggisano, Senior Relationship Manager, interviewed Anne Mette de Place Filippini, Director, Senior Vice President and Portfolio Mana...
Have You Planned for Market Corrections?
The Journal | October 2014
Many global markets have slipped into correction or near-correction territory. As I write this, the TSX Composite Index has dropped 10.4% from its early September high. While stock market volatility i...
What Motivates Senior Managers?
The Journal | September 2014
When we study a company, an important step in our research process is to evaluate the CEO as a leader and fiduciary. Is this person going to protect and grow...
PDF: Top Quartile: A Survey of Canadian CEO Compensation Programs
The View | September 2014
In 1998, we wrote about the unintended consequences that options have on manager behaviours in an issue of The View from Burgundy entitled “Stealing a Fortune.” We illustrated our thoughts with...
Join the Women of Burgundy Community
The Journal | July 2014
Have you heard the news? Burgundy recently launched a Women of Burgundy initiative for you, our clients. Our mission is to build a community that inspires women to make investing...
PDF: Confessions of a Buffetteer
The View | July 2014
The value investing tent is inhabited by several different tribes: the Orthodox, the Bears, the Gold Bugs and the “Buffetteers.” These groups are united by a common admiration for Ben...
Berkshire Hathaway AGM 2014
The Journal | May 2014
Every May, a group from Burgundy heads down to Omaha, Nebraska for Berkshire Hathaway’s Annual General Meeting (AGM). This AGM is like no other! The venue is the CenturyLink...