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: Great Investors
The View | July 1997
One of the main purposes of The View from Burgundy is to inform our readers of sound investment practices that we think enhance the possibility of long-term success. One of...
PDF: Performance Killers
The View | February 1997
The 1990s have been among the best years in history for investors in the capital markets. Yet we know many intelligent people with money to invest who have done much...
PDF: The Crying Game
The View | December 1996
Readers of The View from Burgundy are aware that capital allocation is one of the issues we constantly refer back to in our analysis of companies. The one thing above...
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...