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: Bonds - Value Investments?
The View | August 1994
Clients, readers of The View from Burgundy and friends of this firm will know that our approach to investing is to emphasize equities. We look for equities in quality companies...
PDF: Berkshire Hathaway's '94 AGM
The View | May 1994
Most people who are readers of The View from Burgundy are quite familiar with Warren Buffett. According to Forbes magazine, he is currently the richest man in America through his...
PDF: The Market Valuations
The View | January 1994
Every once in a blue moon, securities markets go to extremes and currently we appear to have such a situation. Small investors are flocking to stocks, taxi drivers are talking...
PDF: Investing at Burgundy
The View | October 1993
The world of investing can be a very lonely place at times. We have learned over the years, however, that successful investors have developed their own philosophy that guides their...
PDF: The Money Masters
The View | July 1993
The Money Masters, by John Train, is one of the greatest books that we know of on how money is really made. Train is a successful money manager in his...
PDF: John Maynard Keynes on "Investing"
The View | July 1993
In the world of investing, the future is always uncertain. Nearly all successful practitioners of investing that we know of possess a strong philosophy that guides their investment approaches and...
The Outside Zebras
The View | April 1993
In the first chapter of his book, A Zebra in Lion Country, famed investor, talented writer, and well-known Acorn Fund manager Ralph Wanger likens the experience of a portfolio manager...