An Investment Lesson from Warren Buffett

PDF: An Investment Lesson from Warren Buffett

The View | April 2012

People often approach investments without first understanding what they are trying to achieve. Many end up with poor long-term returns and even more confused than when they started. Warren Buffett,...

Japan: One Year Later

Japan: One Year Later

The Journal | April 2012

It has been one year since the Great East Japan Earthquake. The earthquake and tsunami that followed killed over 15,000 people, rendered more than 320,000 homeless, and caused approximately US$200 bil...

Sources of Volatility in Equity Markets

Sources of Volatility in Equity Markets

The Journal | March 2012

Since the world financial crisis began in mid-2008, high-quality investments have greatly outperformed lower-quality ones. It hasn’t been a straight line outperformance by any means, given the bouts...

Berkshire Hathaway's Annual Shareholder Letter

Berkshire Hathaway's Annual Shareholder Letter

The Journal | February 2012

Although we read a lot at Burgundy, there is little that is considered “mandatory” reading. Warren Buffett’s annual letter to shareholders might top the list. Not long after the...

Hedge Funds: Quitting While They're Behind

Hedge Funds: Quitting While They're Behind

The Journal | February 2012

Last month, Mat Harrison’s post “Where to Hide” mentioned how hedge funds have not been living up to their intended objectives. Building on this idea, The Economist posted an...

Why Stocks Beat Gold and Bonds

Why Stocks Beat Gold and Bonds

The Journal | February 2012

Warren Buffett recently wrote an article that appears in this month’s issue of Fortune Magazine, titled “Why Stocks Beat Gold and Bonds.” As we understand it, this will constitute...

European Equities

European Equities

The Journal | January 2012

As part of a Globe and Mail article on investing in Europe, I was recently interviewed by Brian Milner to discuss how Burgundy invests in European equities. My message was...

Where to Hide?

Where to Hide?

The Journal | January 2012

  “Denial ain’t just a river in Egypt” – Mark Twain Looking for bright spots in the global economy is a difficult task at present. There is no sense in...

1 25 26 27 28 29 33