Views & Insights

CATEGORY: Being a successful investor

Quick Brain, Thoughtful Brain

Quick Brain, Thoughtful Brain

The Journal | November 2012

In my last post I explained that the human brain is built ill-equipped for the investment world. The typical human fear/greed responses are counterproductive to our long-term investment goals...

Surviving Success

PDF: Surviving Success

The View | October 2012

The job we do as trustees is one of the hardest I can think of. I say we, because I have served as trustee on several pension and endowment funds....

Our Primitive Brain: An Impediment to Investment Success

Our Primitive Brain: An Impediment to Investment Success

The Journal | October 2012

My first post on the topic of behavioural finance introduced the idea that investors, rather than listening to logic that tells them to buy low and sell high, do just...

Emotional Investing is Bad for your Wealth

Emotional Investing is Bad for your Wealth

The Journal | June 2012

Each year I visit my Alma Mater, the Ivey School of Business at the University of Western Ontario, to teach a seminar to MBA students. It’s one of the...

Reflections from the Funhouse

PDF: Reflections from the Funhouse

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

PDF: Avoid the Coming Oil Slick

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...

The Eighth Wonder

PDF: 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....

Rooney's Believe It or Not

PDF: Rooney's Believe It or Not

The View | June 2003

I’m sure when you opened your first-quarter report you had a moment when you thought (among other things), “I wish I hadn’t been in stocks last year.” And...

Indexers, Arbitrageurs and Organ Donors

PDF: Indexers, Arbitrageurs and Organ Donors

The View | December 2000

The investment strategy that has been the biggest winner with clients in the last quarter century is neither a growth strategy nor a value strategy. It is index investing, known...

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