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.
The Most Anticipated Event of the Weekend
The Journal | April 2016
For the first time ever, the Berkshire Hathaway Annual General Meeting will be live streamed for public viewing. What: The Berkshire Annual General Meeting is an opportunity to hear directly...
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...
Is This the End for Oil?
The Journal | February 2016
Energy is top of mind for investors in the Canadian equity market. After all, energy makes up 19% of the S&P/TSX Composite Index, the second-largest sector after financials....
Women of Burgundy: Making an Impact
The Journal | January 2016
When the Women of Burgundy initiative was launched in the spring of 2014, our mission was clear: to inspire women to make investing a priority. We theorized that by hosting a...
PDF: Not the Time to Sell
The View | December 2015
Suncor Energy Inc. (Suncor) announced a hostile offer to buy all of the outstanding shares of Canadian Oil Sands Limited (COS) on October 5, 2015. As the owner on behalf of our...
Hope in Adversity & Caution in Prosperity
The Journal | November 2015
Quality-value investors are hopeful in the face of adversity and cautious in times of prosperity. We look to buy high-quality securities that have been unjustly beaten down by the market...
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...