Great Walls, Wide Moats & Red Flags

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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...

Growth That Matters

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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 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...

Reflections from the Funhouse

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The View | May 2007

Top corporate managers and elite investors both specialize in capital allocation. Whether in the corporate sector or in securities investments, the most successful capital allocators follow some surpr...

Avoid the Coming Oil Slick

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The View | June 2006

The world is seeing an incredible commodities boom. You might be wondering if Burgundy is missing the gold rush. I am here to tell you that nothing could be further...

No Good Deed Goes Unpunished

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The View | September 2005

On May 9, 2005, Dr. Werner Seifert, the CEO of Deutsche Börse AG, Europe’s most important securities exchange, was forced to resign by dissident shareholders of his company. Over Dr....

Requiem for a Brewer

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The View | December 2004

In early 2002, Molson Inc., one of Canada’s grand old companies, appeared to have shaken off a history of poor decisions and positioned itself for a bright future. Under the...

The Eighth Wonder

The Eighth Wonder

The View | February 2004

On a cold Montreal day in February 2000 at BCE Inc. headquarters, Jean Monty was making a tough decision. As head of the dominant local telephone company in eastern Canada, Mr....

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