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: 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...
PDF: Berkshire Hathaway's '96 AGM
The View | June 1996
We attended the Berkshire Hathaway Shareholders’ Annual General Meeting held on May 6, 1996 in Omaha. There were a number of subjects of interest that came up during the marathon five-hour question...
PDF: Capital Punishment Part II
The View | March 1996
In our December 1995 edition of The View from Burgundy, we shared with you some interesting data regarding the 728 Canadian public companies in the Stock Guide database for fiscal year-ends closest...
PDF: Doing It Right
The View | December 1995
In previous issues of The View from Burgundy, we justifiably have tended to be hard on managements that have failed in what we consider to be arguably their primary function:...
PDF: Errors of Omission
The View | August 1995
Readers of The View from Burgundy are perhaps aware of the importance we place on the principle that shareholders are owners of fractions of a business, rather than builders of...
PDF: The Great Investment Verities
The View | June 1995
We never cease to be astonished at how little time and effort is spent studying the key success factors behind the small number of truly great investors – both past and...
PDF: A Sure Fire Recommendation
The View | December 1994
Serious students of investing, and particularly those who share Burgundy’s philosophy of investing in undervalued companies with superior fundamentals, should stop worrying about what to ask for as...
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...