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: 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...
PDF: Berkshire Hathaway's '94 AGM
The View | May 1994
Most people who are readers of The View from Burgundy are quite familiar with Warren Buffett. According to Forbes magazine, he is currently the richest man in America through his...
PDF: The Market Valuations
The View | January 1994
Every once in a blue moon, securities markets go to extremes and currently we appear to have such a situation. Small investors are flocking to stocks, taxi drivers are talking...
PDF: Investing at Burgundy
The View | October 1993
The world of investing can be a very lonely place at times. We have learned over the years, however, that successful investors have developed their own philosophy that guides their...
PDF: The Money Masters
The View | July 1993
The Money Masters, by John Train, is one of the greatest books that we know of on how money is really made. Train is a successful money manager in his...
PDF: John Maynard Keynes on "Investing"
The View | July 1993
In the world of investing, the future is always uncertain. Nearly all successful practitioners of investing that we know of possess a strong philosophy that guides their investment approaches and...