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.
PDF: Stealing a Fortune
The View | August 1998
It is not too much of a stretch to say that the biggest change in management behaviour over the past 20 years has been the transformation of senior managers from stewards...
PDF: A Capitalist Hotbed
The View | May 1998
One Canadian province has led all others in small- and mid-cap stock market performance over the past two years. Two of the three top performing Canadian small-cap mutual funds over...
The Sun Also Rises
The View | March 1998
At the end of 1989, Japan was flying high. Its economic model was considered by many to be the best in the world. Under the benign and extraordinarily competent direction of...
PDF: Selling the Downside
The View | November 1997
It is welcome news that the Canadian government has almost eliminated its deficit, but now we must deal with the very high debts that have been built up over the...
PDF: Great Investors
The View | July 1997
One of the main purposes of The View from Burgundy is to inform our readers of sound investment practices that we think enhance the possibility of long-term success. One of...
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...
PDF: The Crying Game
The View | December 1996
Readers of The View from Burgundy are aware that capital allocation is one of the issues we constantly refer back to in our analysis of companies. The one thing above...
PDF: Second Class Owners
The View | September 1996
After our analysis of the relationship between reliably rising earnings and stock market performance in the “Capital Punishment” issue, our researchers at Burgundy got really ambitious and decided...