CATEGORY: Global investing

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...

Horse Sense

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The View | January 2003

Jim Grant, the editor of Grant’s Interest Rate Observer and guest speaker at Burgundy’s 2000 Client Day, once wrote in a typically elegant formulation that “the tricky thing about...

Wise Passivity, Cautious Opportunism

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The View | November 2001

“‘To enjoy the benefits of time’ was one of the chief maxims of the statecraft of the age. Time untied so many knots, cancelled the necessity for so many desperate...

A Year of Living Dangerously

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The View | May 2001

When you saw the title of my presentation today, I expect you thought we were going to review last year’s peculiar markets. That would have given us the opportunity...

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...

The Sun Also Rises

The Sun Also Rises

The View | March 1998

At the end of 1989, Japan was flying high. Its economic model was considered by many to be the best in the world. Under the benign and extraordinarily competent direction of...

Great Investors

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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...

Berkshire Hathaway's '96 AGM

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...

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