Tips by John Burbank

The lack of investment in developing energy resources was so profound for so long that we expect to see inelastic, higher prices for a very long time,...
Over the next ten years it’s far more likely that the huge amount of capital owned by the rest of the world will grow by investing somewhere other...
I’d argue that literally every investor today has to be a global investor to understand what’s going on – certainly in markets like energy and...
We’ve recently been very active in the Middle East, which we consider to be the new emerging-markets story today and the third one-billion-plus...
One of the keys to Warren Buffett’s early success was investing in high return on capital consumer businesses that were relatively immature when he...
If you’re looking, as we are, for extraordinary returns – from companies whose stocks can go up 10x rather than 2x – it’s far more likely to...
If we’re right on the long-term trends, our bias is to stay with a trade for many years to allow that to happen. We try to avoid getting itchy every...
This is not at all to say valuation doesn’t matter, but there have been times I’ve been right about the trend but didn’t buy a leader because it...
I think my background has helped me learn to think well conceptually. Investing is not just about numbers. It's also about imagination and structure...