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.
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
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?
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...
Shakespeare on Investing
The Journal | January 2012
At the very outset of Shakespeare’s least loveable comedy, The Merchant of Venice, Antonio is telling his friends of his depression, and how difficult it is for him to...
PDF: The Most Valuable Option of All
The View | January 2011
Financial options were designed to help investors maximize upside exposure while limiting the downside. In this View from Burgundy, we look at how investments that closely resemble financial options c...
PDF: Great Walls, Wide Moats & Red Flags
The View | October 2010
The People’s Republic of China’s rapid development is the envy of the world. The prospect of 1.3 billion people reaching income thresholds that usually portend rising personal consumption levels...
PDF: Growth That Matters
The View | July 2010
Read any publication by the Harvard Business Review or McKinsey and you are sure to see articles advising executives on how to grow their business. Most of this advice stresses...
The Year of the Turkey
The View | June 2009
Have you ever watched the “talking head” interview shows on financial channels like CNBC? Usually they are structured with several guests who agree with each other, and one who has...